Investment Advisory And Wealth

Securing your financial future

At TAG Financial Services, our investment advisory and wealth team are qualified accountants and financial planners, which ensures that our advice considers all aspects of your situation. We aim to design and deliver a personally tailored investment strategy that gives you confidence, certainty, security, flexibility and financial freedom.


Privately Owned

We are privately owned, not tied into one investment strategy and do not have a vested interest in promoting any specific products. This gives us the freedom to tailor a strategy that serves your individual needs. Our fee for service approach is based on giving you the very best advice – not just selling you a managed fund or insurance policy.


Our Process

By working with you over a period of time, we will work through the key phases of wealth accumulation, wealth protection and wealth distribution. Together we will help you to achieve the financial and lifestyle goals that are important to you and your family.

We start by evaluating your situation and developing a financial strategy personalised to your circumstances, preferences and financial goals, the process is broken into 3 key parts:

By breaking down your current finances with this process, it gives us the opportunity to deliver a personally tailored plan that gives you confidence, certainty, security, flexibility and financial freedom.


Take our Personal Finance Quiz

Are you on track to achieve your financial goals? Start by answering the important questions and click on the below to take our Personal Finance Quiz:


The Next Step


We know that people will maximise their chances of financial independence and security if they commit to a structured approach to wealth creation. Contact us to discuss your options for wealth creation.


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).


“It's exciting to see what our clients' have been able to achieve once we have been able to determine their goals and objectives.”


Michelle Griffiths, Partner