TAG Financial Services in Malvern East, Victoria | Consultation agency

TAG Financial Services

Locality: Malvern East, Victoria

Phone: +61 3 9886 0800

Address: Level 1, 1911 Malvern Road 3145 Malvern East, VIC, Australia

Website: http://www.tagfinancial.com.au

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• Financial service

25.01.2022 In a bold move Scott Morrison and the Australian Government have announced the shot in the arm that Australian business was calling for to battle the impact of the Coronavirus. Read our latest article summarising the JobKeeper Payment and what it means for businesses. http://ow.ly/2neI50z1Ak4 #SupportForBusiness

24.01.2022 At TAG, we don’t believe in get rich quick schemes. What we do offer is quality advice and support to reach your financial goals. Read our latest blog: 8 Investment Principles for Success http://ow.ly/Vnzs50CzZ88 Our 8 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients.... #TAGTips #Investing #FinancialGoals

24.01.2022 2020 has impacted all our lives in various ways, and market uncertainty may have made you doubt your planned retirement date. Read our latest article to find out if you have enough money to retire and when. http://ow.ly/SByp50CaR1H #RetirementPlanning #SMSF #TAGTips

23.01.2022 In our 7th and final part of our How to Build Your Retirement Dream series we discuss evaluating and utilising the good advice you receive. Watch the video here https://www.youtube.com/watch?v=FB8-XyiFkhM&t=4s We hope you have found this video series valuable! View the series again anytime online at https://www.tagfinancial.com.au/blog... #superannuation #video

22.01.2022 UPCOMING INFO SESSION - Where theres a Will theres a Way. Come along to our next info session and gain valuable knowledge from our Estate Planning Specialists Brenda and Jason, so you can be in control of your Estate and protect your family. Register now: http://ow.ly/glPk50wlAqt

22.01.2022 Meet the TAG team! TAG is extremely excited in introduce Susanne Maas - our newest, Authorised Representative in our Investment Advisory and Wealth team. Click here to read more about Susannes expertise and background http://ow.ly/Btms50xXBJ7... #financialplanning #wealthmanagement

22.01.2022 Yesterday, Partner Brenda Hutchinson, completed her 11th consecutive Melbourne Marathon Festival this year proudly wearing her official Spartan number. It was a great day, with perfect conditions and a great atmosphere. Nowhere near cracking 2 hours, like in Vienna, but a fantastic run all the same. Well done Brenda!

21.01.2022 This morning the TAG team dressed up in their finest footy attire to celebrate the upcoming AFL Grand Final. Congratulations to Footy Tipping winner Jason and football fanatics Carolina and Asha for best dressed!

20.01.2022 Tis the season to spend smart! As the festive season puts pressure on our finances, our 5 money mistakes to avoid this Christmas can help you to plan and avoid any financial headaches as we move into 2021. https://www.tagfinancial.com.au//5-money-mistakes-to-avoi/ #TAGTips #FinancialPlanning #Christmas

19.01.2022 The last few months have put extra financial pressure on most businesses, families and individuals. Read our 5 top tips on how to avoid a spending spiral during lockdown: http://ow.ly/fjxf50zJSGp

19.01.2022 Its that time of year again - Tax time! Do you know what you need to do to get yourself in order before 30 June? Read our blog Tax Planning for Individuals to ensure you cover all bases: http://ow.ly/Kg2O50zZsEK #TagTips #TaxPlanning

18.01.2022 Partner Michelle had a busy morning yesterday in the Television Education Network Pty Ltd studio for an interview, where she talked benefits and considerations around Small Business CGT rules to get assets into superannuation.

18.01.2022 Our office will be closed from 4:30pm Wednesday 23rd December 2020, and will re-open 9:00am Monday 11 January 2021. Wishing you a wonderful Christmas from the team at TAG!

18.01.2022 A market downturn during a global pandemic is more than enough to have people questioning where they go from here with their personal financials. Read our 7 money moves to avoid during a recession to ensure you avoid any critical or costly errors: http://ow.ly/3QFC50BQG2Z

17.01.2022 While many of us were celebrating Melbourne Cup this long weekend, Partner Brenda Hutchinson flew to the other side of the world to participate in the New York Marathon. We had perfect running conditions and plenty of support from crowds lining the whole course. There are possibly easier ways to do some sightseeing! Another champion effort from Brenda!

16.01.2022 After more than 20 years of doing our super seminars in person, we are very excited that our first online Super Seminar launched this week. Here are some behind the scenes photos of our presenters and TAG partners, Michelle and Brenda recording their super strategies!

15.01.2022 In these challenging times, the COVID-19 pandemic is, and will continue to have a significant financial impact on most of us over the coming months. There are many things that we cant control but we can take a serious look at our spending habits. Read our latest blog to learn tips to reduce spending and manage your finances - http://ow.ly/PiDM50yUVso

15.01.2022 Theres no better time to get your finances in order. Check out this helpful article on reviewing your spending and how to budget.

15.01.2022 Happy Birthday to TAG - 23 years young today!

14.01.2022 The TAG team would like to wish you a very Merry Christmas and a wonderful New Year . Wishing you a safe and happy festive season!

14.01.2022 On Friday, Tony and Mark attended the North Melbourne Football Club annual Golf Day. They enjoyed 18 holes of golf with Donald McDonald from NMFC and TAG client Ben Dougall (Omega Security). Despite both Tony and Donalds best efforts, they were unable to convert neither Mark or Ben to North Melbourne fans!

13.01.2022 TAG is excited in introduce our newest Manager in our Superannuation Advisory & Audit team Emma Partenza. Despite the very unorthodox start during these strange times, the TAG team are thrilled to have Emma on board! Find out more about our newest team member: http://ow.ly/UJUB50BWWVx

13.01.2022 During the current circumstances, now is the ideal time to review your finances and manage your income. Here is a great article from Moneysmart on managing a low income - https://moneysmart.gov.au/budgeting/managing-on-a-low-income

13.01.2022 UPCOMING BETTER BUSINESS SESSION 7 Strategies to Make Your Business More Valuable. Join us for breakfast and learn from our Business Advisory expert Tony Rule on understanding your business, the impact of operating the right business structure and much more. Let us help make business better for you!... Register now - http://ow.ly/Egv350wV1ao

12.01.2022 Are you uncertain about what the future holds for your investments? Join us for our Investor Update webinar, were you will hear from our Wealth Management Experts on how the latest updates and changes may affect your investment strategy. Can’t make the live event? Don’t worry! Still register and we will email you the recording once the session is completed.... For more info and to register now visit: https://www.tagfinancial.com.au/information-sessions

12.01.2022 Looking for a home loan but not sure where to start? Here’s a great moneysmart article on choosing a home loan, that outlines the importance of investing your time into researching the different home loan benefits and options: http://ow.ly/HO4W50CyTrK #HomeLoan #FinanceAndLoans

12.01.2022 TAG is proud to support Gather for Good, a fantastic initiative by one of our clients, Canvas House. This is an epic fundraising event and will see 100% of funds raised given back to those affected by the bushfires. #GatherforGood2020

09.01.2022 Happy International Womens Day! To celebrate, four of TAGs talented leaders - Wendy, Brenda, Michelle and Susanne enjoyed Business Chicks event today, with some of our great clients. They heard from guest speakers Sam Bloom, Jane Caro and Fiori Giovanni who have fundamentally changed the world we live in; each one lifting all of us up to live in a more equal world.

09.01.2022 UPCOMING INFO SESSION How to Buy Property in Super Want to boost your retirement savings? Learn from our specialists, Jason Roccasalvo (Partner, Superannuation Advisory & Tax) and Sal Cinque (CEO, TAG Finance and Loans), and receive tips on how to use your Super to borrow and acquire property with a SMSF.... REGISTER NOW: https://www.tagfinancial.com.au/information-sessions #TagTips #InfoSession #Superannuation #PropertyInSuper

08.01.2022 Due to COVID-19 and the fact that many employees have been working from home, the ATO have released new provisions to simplify your home office expenses deduction. Read our new blog to make sure you get the most out of claiming your home office expenses- http://ow.ly/CpbA50A7tmi #TagTips #TaxTime #WorkingFromHome

07.01.2022 Last night Michelle, Wendy and Tony attended the official launch of BOAA (Business Owners Association of Australia). Who are BOAA? Exclusively for business owners, BOAA focus on supporting and educating business owners to achieve personal freedom, choice and multigenerational wealth. They aim to inspire owners to reconnect with their core purpose and become visionary business leaders.... Find out more here: https://boaa.com.au/ #businessowners

07.01.2022 UPCOMING BUSINESS BREAKFAST Planning for Success Make 2020 Your Best Year Yet! Start the new year right and come along to our first workshop of 2020 where we will focus on;... - Exploring your business, financial and life goals. - Assist you in documenting your goals. - Practical and outcome focused so you can achieve them. - Suggest ways to make you accountable. REGISTER NOW: https://www.tagfinancial.com.au/information-sessions

06.01.2022 Our very talented General Manager, Nicole Templeton is celebrating 20 years at TAG today. Starting as our Financial Controller, she has taken on many roles over the years and been an amazing part of TAGs team. Congratulations from the entire TAG team on this wonderful milestone!

06.01.2022 This week, we enjoyed our annual Christmas Lunch at the Rosstown Hotel. We celebrated milestone achievements for our staff, who recently achieved years of significant service - Arden (5 years), Jason (5 years), Nicole B (10 years) and Lisa A (15 years). A big thank you to the team for all their hard work in 2019!

05.01.2022 Congratulations to all our great advisors Mark, Michelle, Brenda, Leigh, Jason, Arden and Suzanne on successfully completing their ethics and FASEA exams. Our Managing Director, Mark Templeton sums it up well; Its been a little while since I did a 3.5 hours exam but nothing more than a refresher for us. We always have had the best interest of our client first and we fully disclosed our fees. Its great that our competitors now have to do the same. Well done team!. Due to the current lock down, we were unable to get a group photo of the team to celebrate this fantastic achievement!!

05.01.2022 To get the TAG team in the Christmas spirit, we ran The Best Decorated Division competition. The competition was intense! Congratulations to the Operations team for taking home the team hamper prize.

04.01.2022 As part of the second stimulus package, the Federal Government announced the COVID-19 SME Loan Guarantee Scheme. Read more about the scheme and eligibility here: http://ow.ly/WDKd50zeoUl #SMELoanGuaranteeScheme

03.01.2022 Happy Halloween! We hosted a SPOOKTACULAR lunch to celebrate Halloween and the TAG staff got dressed up in their best ghostly attire Prizes were awarded for most ghoulish, most spooky and the most terrifying team!

03.01.2022 Beautiful day for a spot of golf with North Melbourne Football Club! A very happy Tony (TAG Partner) pictured with Head Coach Rhyce Shaw, and players Jamie Macmillan and Shaun Higgins.

03.01.2022 Starting your investment journey? This is a great ASIC article on planning and setting financial goals http://ow.ly/Dhc450wEeJq

03.01.2022 We would like to wish Eleni, from our Investment Advisory & Wealth division all the best on her maternity leave. Take care and enjoy this precious time with your new bundle of joy!

02.01.2022 Last night, Michelle and Tony attended Business Owners Association of Australias (BOAA) first networking function since their launch last month. It was a great event including guest speakers and an opportunity to meet business owners from across Melbourne! Michelle pictured with BOAA founder Warren Otter. Find out more about BOAA at boaa.com.au

01.01.2022 Thank you Canvas House for hosting such a wonderful fun-filled event!

01.01.2022 The TAG team attended the #GatherForGood2020 charity event on Saturday night. It was great to see everyone having a great time in support of a great cause. Over $100,000 was raised for the Victoria Bushfire Disaster Appeal and can hopefully help people rebuild after the devastation of the recent fires.

01.01.2022 On Wednesday, the TAG team enjoyed a delicious BBQ hosted by our Business Advisory Team. Partner Tony was lucky enough to be in charge of the BBQ during a classic rainy Melbourne afternoon!

01.01.2022 Michelle Griffiths recently participated in the latest Frustration to Freedom Podcast on Growing your wealth. In the podcast she talks with Troy Eadie (owner of Business Success Systems) about how owners of manufacturing businesses can break down challenges, be inspired to change their mindset and start the journey to wealth creation. Listen to the podcast here: http://ow.ly/2I9r50ys37k... #Wealth #FinancialPlanning #Podcast