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Independence + Expertise = Great Advice

 

 G

 

Time and again, industry studies have shown the positive effects that independent and expert advice can have in assisting people in achieving their financial and life goals.  But the people we often rely on for financial advice are family and friends.  Although this group of people love us and care about our wellbeing, their advice rarely results in the desired outcomes.

What you need is someone working with you that is able to ask hard questions and listen carefully to what it is that you desire.  An adviser should tell you what you need to know, not necessarily what you want to hear.   This approach requires an adviser to have technical knowledge and industry experience and is best achieved through a collaborative approach.


At TAG, our Investment Advisory and Wealth advisers are qualified accountants as well as financial planners, which ensures that our advice considers all aspects of your situation.  We are independently owned and operated with our own financial services licence.  This means we are not tied into one investment strategy and do not have a vested interest in promoting any specific products.

We run regular information sessions and provide monthly updates.  If you would like more information contact  leighj@tagfinancial.com.au or join our mailing list.

Latest from the tag blog

Trustee Training Video

July 24, 2017

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. In this video, Brenda Hutchinson, Partner Superannuation Advisory and Audit, will cover your role and responsibilities of being a trustee and more! Ensure you are the […]