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Consulting Service

Practical Solutions to Technical Problems

TAG Financial Services provides practical solutions to technical problems therefore our advice translates complex issues into practical solutions to you for your clients’ particular situation. TAG has been providing specialist superannuation advice to accounting professionals and the industry for nearly 20 years. Our experienced advisers have expertise in superannuation, business services and wealth management. At TAG we focus on special projects and once off consultancies for you and your clients.

When dealing with your clients you may wish to engage TAG Financial Services to assist you in the following areas:

Our advice is quoted upfront for your authorisation before we commence. We will help enhance your clients’ satisfaction and we will respect and maintain your relationship with your clients.

The Next Step

If you would like to discuss how TAG can assist you and your clients we encourage you to contact us for a chat. Please call Brenda Hutchinson on 03 9886 0800 or email

 

Latest from the tag blog

TAG TIPS – Be the best Trustee…you owe it to your retirement!

June 21, 2017

A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement. 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!  Yes, you are […]