FOCUSING ON YOUR FINANCIAL SUCCESS
At TAG, we are passionate about what we do. This passion means that we make a real difference with every project. We achieve this by providing:
Great Advice in Your Best Interests
We understand that the result matters. By combining experienced accountants and financial advisers, great systems and a results mindset, TAG provides quality independent advice that makes a genuine difference to your outcomes. We will only go ahead with a project if we can provide clear value.
Focusing on Your Financial Goals
At TAG, we want to work with people who are serious about achieving their goals and objectives. So, we spend time finding out what you want to achieve and then help you make it happen through action plans and key milestones to ensure you are on track and achieve your goals.
Comprehensive Service You Require
TAG is the Total Advisory Group offering a comprehensive range of services for individuals and business owners including accounting, specialist tax and structuring advice, wealth management and advice, estate planning and superannuation advice. These are all delivered by our great in-house team to provide seamless solutions and great results.
Focusing on Your Financial Success
TAG Financial Services
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Securing Your Financial Future
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ACCOUNTANTS AND ADVISERS
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Here's what some of our clients have said about us
Having known all the Directors at TAG for some time and having performed work for many of their clients, it’s easy to see why TAG is such a professionally strong and culturally sound business that will be around for many years to come. Having my affairs taken care of by this full service firm was an easy decision.
- Richard DeGille - Partner, Aughtersons Solicitors
After my husband passed, the thought of managing my investments was overwhelming to say the least. TAG Financial Services guided me through the process and while I’m sure there was a lot of complexity, to me they kept it simple. At the same time they listened to my needs and concerns and delivered a result in reportedly the worst investment market for a long term.
– Val Horney – Retiree
Having started my business at the same time as TAG, we have grown together. A lot has changed, things have become a lot more complex but TAG has evolved to ensure they keep delivering a result. I work closely and communicate regularly with my advisers – there is just no other way.
– Joel Kearney – Managing Director, Con-Struct Ceilings Pty Ltd
LATEST FROM THE TAG BLOG
Tax Planning for Individuals and Businesses
As the end of financial year approaches, it is important that you take the time to focus on tax planning and tax issues that affect you before 30 June 2018 arrives. We have outlined some of the key tax considerations in our Tax Planning information sheets. Click on the following links to download these: Tax…
Posted on June 4, 2018 by TAG Financial Services
Death of a Partner: A Guide for Families
Together with the Council of the Ageing (COTA) Victoria, one of TAG’s clients was involved with writing a guide for Families on the Death of a Partner. This is a practical guide about the people who you need to notify and the legal processes that follow after the death of a partner. It also helps people navigate…
Posted on May 21, 2018 by TAG Financial Services
TAG Tips - Federal Budget, what you need to know
Treasurer, Scott Morrison, delivered his third Federal Budget on 8 May 2018 and the third budget of the Turnbull government. We have summarised the Federal Budget essentials for our clients including individuals and small business owners. Personal Income Tax A number of measures were announced that seek to reduce personal income tax over the next…
Posted on May 14, 2018 by TAG Financial Services