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Category: Investment & Wealth

Posted on April 17, 2023April 17, 2023

Protecting Yourself from Scams

By keeping up to date with the latest scam trends and increasing your awareness of cybercrime, you are steps ahead to ‘scam proofing’ yourself. Learn more in this article.

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Posted on February 20, 2023February 20, 2023

9 Key Considerations when Investing in Property

Before deciding to buy a property, careful consideration should be given to your personal, financial and lifestyle goals and objectives. Here is a few things that you should take into account…

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Posted on February 6, 2023February 19, 2023

Have you ever thought about seeking financial advice?

In this article, we take you through what typically happens when you come to us for financial planning advice. There are 5 main steps…

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Posted on January 31, 2023October 16, 2023

Webinar On Demand: Property Investment Trends in 2023

Learn more about current property markets, considerations before buying property, mistakes to avoid and MORE.

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Posted on January 1, 2023December 19, 2022

A Strategy for a Financially Successful 2023

Instead of having New Year’s resolutions that don’t last more than a few weeks, try having one financial goal or a particular target that you can commit to and focus on for the year.

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Posted on December 9, 2022December 11, 2022

Hot Topics of 2022

What a busy year it has been for TAG and our clients! In this article we share our top 5 articles of 2022.

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Posted on November 30, 2022December 1, 2022

5 Great Ways to avoid overspending this Christmas

Tis the season to spend smart! Christmas can be daunting money-wise and often puts a lot of pressure on our finances. We have put together a list of ways to avoid Christmas money mistakes, to help you plan and avoid any financial headaches as we move into 2023.

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Posted on October 12, 2022October 12, 2022

Top 10 benefits of seeking financial advice

The FPA recently commissioned some research and delved into the top 10 benefits of financial advice. Here’s what they discovered.

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Posted on October 7, 2022October 7, 2022

A Short Course – Investing in Property

In this video short course, Michelle takes you through the ins and outs of investing in property, and the importance of making educated investing decisions.

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Posted on October 2, 2022October 3, 2022

Who needs financial advice?

No matter what stage of life you are in or where you are on your financial journey there are financial considerations you should be thinking about.

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Posted on September 26, 2022May 23, 2023

Financial Wellness Series

Our Financial Wellness Webinar Series is for anyone who wants to build their knowledge, and make informed financial decisions. Click here to learn more.

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Posted on September 18, 2022September 18, 2022

Insurance Explained

Like it or hate it, insurances are a necessary part of life. Learn more about the main types of risk insurance policies, and discover the appropriate life insurance for your life stage.

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Malvern East VIC 3145
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Darling VIC 3145
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Phone: (03) 9886 0800
Fax: (03) 9886 0844
Email: team@tagfinancial.com.au

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