FOCUSING ON YOUR FINANCIAL SUCCESS
At TAG, we are passionate about what we do. This passion means that we make a real difference with every project. We achieve this by providing:
Great Advice in Your Best Interests
We understand that the result matters. By combining experienced accountants and financial advisers, great systems and a results mindset, TAG provides quality independent advice that makes a genuine difference to your outcomes. We will only go ahead with a project if we can provide clear value.
Focusing on Your Financial Goals
At TAG, we want to work with people who are serious about achieving their goals and objectives. So, we spend time finding out what you want to achieve and then help you make it happen through action plans and key milestones to ensure you are on track and achieve your goals.
Comprehensive Service You Require
TAG is the Total Advisory Group offering a comprehensive range of services for individuals and business owners including accounting, specialist tax and structuring advice, wealth management and advice, estate planning and superannuation advice. These are all delivered by our great in-house team to provide seamless solutions and great results.
Focusing on Your Financial Success
TAG Financial Services
Making Your Business Better, For You
Business Advisory & Tax
Securing Your Financial Future
Superannuation Advisory & Audit
Growing Your Wealth is Our Focus
Investment Advisory & Wealth
Helping You Find the Right Loan
Finance & Loans
Practical Solutions to Technical Problems
Accountants and Advisers
Briefings on financial and industry news.
ACCOUNTANTS AND ADVISERS
Read our articles supporting Accountants and Advisers.
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
LATEST FROM THE TAG BLOG
Financial Implications of your Downsizing Journey
Dealing with complex financial decisions can be scary and overwhelming, but how can we ensure we have the right financial advisor to help us? Michelle Griffiths from TAG Financial Services in Malvern East gives us some great insight: Disclaimer: The information contained is general in nature. Professional advice should be sought before acting…
Posted on August 16, 2019 by TAG Financial Services
How to Build your Retirement Dream
What do you want your future to look like? Whether you want to start that hobby you have always wanted to start, travel the world, or just simply spend more time with your family, understanding the best ways to invest and how is essential so that you can secure the future you want. In this…
Posted on July 29, 2019 by TAG Financial Services
New Financial Year - New Financial You
What does your financial future look like? As we begin a new financial year, now is the time to ask yourself what you want and how you can get it. In this video, Michelle Griffiths talks about the importance of securing your financial future, discusses how we can assist you in answering your burning questions…
Posted on July 1, 2019 by TAG Financial Services