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Testimonials

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

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TAG TIPS – Be the best Trustee…you owe it to your retirement!

June 21, 2017

A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement. When you set up a SMSF you become the trustee of your SMSF. You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss!  Yes, you are […]