Skip to content
TAG Financial Services TAG Tips

TAG Financial Services TAG Tips

TAG Tips

  • Home
  • About Us
    • Our Team
    • Testimonials
    • Why choose us
    • Careers
  • Our Services
    • Business Advisory And Tax
    • Superannuation Advisory And Audit
    • Investment Advisory And Wealth
    • Finance And Loans
    • Accountants And Advisers
  • Accountants and Advisers
    • Consulting Service
    • Fund Establishment Amendments
    • SUPER TECHNICAL UPDATES
    • Webinars
    • 2025 TAG Super & Tax Strategies Day: On Demand
  • TAG BLOG
  • What’s on
    • UPCOMING EVENTS
    • ON DEMAND
    • 2025 TAG Super & Tax Strategies Day: On Demand
  • Contact us
  • PAY MY INVOICE
  • Client Portal

Category: Investment & Wealth

Posted on March 15, 2022June 22, 2022

Home Loan or Investment Loan – which should I repay first?

Michelle Griffiths answers a great question about how to best manage home loan and investment loan repayments.

Read more...

Posted on March 8, 2022March 8, 2022

The 7 worst money moves when there’s uncertainty

With tensions escalating in Ukraine, there are jitters in the investment markets. These 7 money moves to avoid during uncertainty will ensure you avoid any critical or costly errors.

Read more...

Posted on March 7, 2022June 21, 2022

Webinar Series Now Available: Investing in Property

Thinking about investing in property? Avoid costly mistakes, with Michelle’s guidance and information to help you and make a more informed decision. Register for this free webinar series today.

Read more...

Posted on February 6, 2022February 13, 2022

Billions in inheritances, but what next?

A research paper released by the Productivity Commission showed that inheritances and gifts more than doubled since 2002, and could rise four-fold in real terms between now and 2050. Here’s how to best prepare your children to avoid ‘wealth shock’.

Read more...

Posted on January 27, 2022January 30, 2022

Riding the highs and lows of cryptocurrency

There has been much said in the media about increase in values of cryptocurrency over the last 2-3 years and then the recent correction of 25%-40% in the last month or so.

Read more...

Posted on January 6, 2022January 9, 2022

New Year, new financial you!

The new year is the perfect time to review your finances and give them some attention. Here are our top 10 financial resolutions

Read more...

Posted on December 13, 2021December 14, 2021

An Investor’s Goodbye to 2021

What a year 2021 has been. Despite many sectors of the economy doing it tough, investment markets have been outstanding. Here’s our summary of what happened and what’s to come.

Read more...

Posted on December 2, 2021December 1, 2021

6 financial mistakes to avoid this Christmas

The silly season doesn’t have to mean silly financial mistakes. At TAG, we’ve compiled a list of the most common financial blunders we see, and some tips on how to avoid them.

Read more...

Posted on November 24, 2021June 21, 2022

Questions from our “Mistakes to avoid when downsizing” webinar

In our recent webinar “Mistakes to avoid when downsizing” some interesting questions were asked. Here are the answers

Read more...

Posted on November 1, 2021October 16, 2023

Webinar Now Available: Mistakes to avoid when downsizing

Thinking of downsizing? Done the right way, this should empower you to make the best decisions about your financial future and legacy for you family.

Read more...

Posted on October 27, 2021October 28, 2021

Financial Implications of your Downsizing Journey

Understanding the financial implications is critical when you are considering the downsizing phase of your life. Find out what you should be considering.

Read more...

Posted on September 30, 2021October 3, 2021

The ins and outs of Ethical Funds

An ethical super fund is a fund where the money is invested in industries that are considered to be ethically responsible. But, should you be investing in one?

Read more...

Posts pagination

Previous page Page 1 … Page 5 Page 6 Page 7 … Page 11 Next page

Contact Us

Office Location

Level 1, 1911 Malvern Road
Malvern East VIC 3145
Australia

Mailing Address
PO Box 125
Darling VIC 3145
Australia

Phone: (03) 9886 0800
Fax: (03) 9886 0844
Email: team@tagfinancial.com.au

Search

About This Site

This may be a good place to introduce yourself and your site or include some credits.
JOIN OUR MAILING LIST
PAY MY INVOICE
MENU
Welcome
About Us
Our Team
Why Choose Us?
TAG Tips
Privacy Policy
Disclaimer
Complaints Handling
Contact Us
EVENTS
Information Sessions
Technical Updates
Webinars
SERVICES
Business Advisory & Tax
Superannuation Advisory & Audit
Investment Advisory & Wealth
Finance and Loans
Accountants & Advisers
Consulting Service
Fund Establishment & Amendments

© 2017-2026TAG Financial Services Liability limited by a scheme approved under Professional Standards Legislation other than for the acts or omissions of financial services licensees..

Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686).

Legal Notice

Website by Contactpoint