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Market Volatility and Money Management

Over recent months share markets have been volatile with uncertainty and fear driving market sentiment. Many investors are asking themselves (and us) – what should I do?

When making a decision about holding your investments, selling some or buying more, below are some of our basic ideals and philosophies when it comes to money management and investing. TAG Financial Services has always had an investment philosophy of quality for the long term. Timing markets is a mug’s game and the discipline of committing to proven wealth management processes is the key.

If you would like to discuss any of this as it relates to you, please give either Gus Contessotto, Michelle Griffiths or myself a call on 03 9886 0800.

Leigh Jobling
Partner, Investment Advisory & Wealth

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Trustee Training Video

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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 […]