contact Tag financial
Tag financial mailing list
Tag Financial Client Login Client Portal
Join our mailing list
Tag financial on Google plus Tag financial on LinkedIn Tag financial on Facebook

Celebrating 20 Years of TAG (Mark Templeton – Managing Director)

On 1 May 2017, TAG Financial Services has been in business for 20 years.  For me, it feels a little surreal as I can still remember where I was sitting when the moment of “you’re going to be starting your own business” happened.

What does being in business for 20 years really mean?  It means different things to different people.  It’s certainly an achievement and one we should be proud of, with many team members and clients having been with TAG for the whole journey or a significant part of it. For some, its meaning is more about the future. I try to have a balanced view by celebrating, acknowledging and appreciating the past and what has been achieved, and then contemplating, planning and implementing for the future.

Reflecting on 20 years, whilst it is a great achievement and one I am very proud to have been a part of, it was significantly more difficult and demanding than I ever thought. One may ask would I do it if I had my time again?  I cannot answer such a question as I believe there is a significant difference between insight and hindsight.  We can all be experts in hindsight and there is no value in being such an expert.  The benefit of insight is the learning and the experience you can obtain to become better at what you do.  I have personally tried to do that every year, some years I have done it well and others not so well.

So, with all this insight what is the future for TAG?

The future will be challenging but managed well it will be bright.

I take this opportunity to thank everyone that has been involved in our 20 years including current and past team members, our valued clients and all our service providers. We look forward to many more years in business –  and I look forward to writing about TAG’s 40 years in business in 2037.

Latest from the tag blog

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 […]