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
Meet the TAG Team - Wendy Waack
Wendy Waack is our newest Partner and in this article Wendy outlines her career journey – and like many females, it is not straight forward. I served my accounting apprenticeship at KPMG, which was fantastic. I literally had one foot on a plane for an overseas secondment (having just topped my KPMG year for the…
Posted on April 15, 2019 by TAG Financial Services
The Federal Budget & ALP Proposals
Treasurer, Josh Frydenberg, delivered the Federal Budget on 2 April 2019. Below is our summary of the Federal Budget superannuation essentials as well as the ALP policy proposals. Federal Budget – Superannuation Essentials Work Test Requirement From 1 July 2020, individuals aged 65 and 66 will be able to make voluntary concessional and non-concessional superannuation…
Posted on April 10, 2019 by TAG Financial Services
ALP Tax Policy Proposals
In this video, Michelle Griffiths provides a summary of the ALP’s tax policy proposals and what affect they may have. Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154…
Posted on by TAG Financial Services