TAG Financial Australia in Bella Vista | Financial service

TAG Financial Australia

Locality: Bella Vista

Phone: +61 2 8884 7444

Address: Level 2, Suite 19, 6 Meridian Place 2153 Bella Vista, NSW, Australia

Website: http://www.tagfinancial.sydney

Likes: 97

Add/Update information

Reviews

Tags

• Business service
• Financial service
• Business centre
• Business Center

25.01.2022 It’s that time of year again where we rally support and players for our annual Charity Golf Day, held at Stonecutters Ridge Golf Club. Please lock Wednesday, 22nd May 2019 into your diaries. If you have any ideas for sponsorship, to help make our day a huge success, we would love to hear from you. All proceeds raised on the day will again be donated to The Ponds School.... You can register your interest by contacting us. We will get in touch with everyone in coming weeks with a formal invitation including costs and specific details about support and attendance.

25.01.2022 Olivers Insights - Should the RBA raise rates to prepare households for higher global rates?

25.01.2022 Heres a summary outlining the highlights from Treasurer Josh Frydenbergs 1st Federal Budget that was delivered on 2 April 2019: https://bit.ly/2uGJP0n. It focused on infrastructure and essential services spending as well as income tax relief for low and middle income earners and business tax relief. You can also watch an overview of the Budget from BT Financials Bryan Ashenden (Head of Financial Literacy & Advocacy) here: https://youtu.be/ar_TD0fTElE.

25.01.2022 Proudly continuing our involvement with The Ponds School, a couple of our staff had the pleasure of attending an outing on Sydney Harbour with some of the students, run by the Sailors with disABILITIES organisation and their fantastic Winds of Joy Program. It certainly was perfect weather for such a great time!

24.01.2022 Our latest edition of Insights magazine for Spring is now available for you to read: http://ow.ly/UkGN30frUmC

24.01.2022 Below is a link to global insights from the Magellan investment team, including an interview with the CEO of Starbucks Kevin Johnson, thoughts on global politics from former deputy director of the CIA Michael Morell and reflections from Hamish Douglass (Magellan co-founder and Chief Investment Officer) on what he has learnt from investing over the past decade.

22.01.2022 TAL has announced a premium relief package to assist drought affected farmers in NSW and QLD - theyre waiving 6 months of insurance premiums effective from 1/09/2018. For more information: http://bit.ly/2PHKND0

22.01.2022 We are delighted to announce our annual Charity Golf Day on Wed 2nd May 2018, raising money this year again for The Ponds School. If you would like to join us for another great day on the course for a very worthy cause, contact us at TAG to register!

20.01.2022 While we are in the midst of the summer season, our latest edition of Insights magazine is now available: https://goo.gl/SV4p7C. In this edition you can read about investing in the ageing population given that Australians are living longer, how investors can benefit from urban renewal with the growing population and read the latest from BT Financial Group Investment Specialist, Riccardo Briganti, with his market update on local and international markets.

19.01.2022 Our Summer newsletter is up on our website covering how you can enjoy the festive season without the financial stress, an update on local and international markets and lastly, insights on what makes a good investment strategy: http://ow.ly/GZ2o30h4b0B

19.01.2022 Olivers Insights - Dr Shane Olivers pertinent remarks on the Australian economy:

18.01.2022 This is the 11th year TAG Financial has hosted the event which has been running for 24 years. We continue to proudly support The Ponds School who have been the benefactors of the TAG Charity Golf Day since 2014. The Ponds School is a school for students with moderate to severe intellectual disabilities, with many of the students having additional disabilities, including autism, physical or sensory disabilities and/or emotional disturbance. The monies raised have been earma...rked towards specialist equipment and services to help integrate the children into society and teach life skills. The day was extremely successful raising a total of just over $10,400 for The Ponds School. A huge thankyou to Bella Dental Care and National Australia Bank for their involvement and sponsorship. Also the many teams from local businesses, long standing clients of TAG Financial, Financial Services colleagues and Institutions who continue to show support year after year. We also thank all our sponsors and donors from local business whose generosity in providing the prizes ensured another successful day.

17.01.2022 Our Autumn edition of Insights magazine is now available: https://goo.gl/YdsU7N. In this edition we take a closer look at the US China trade wars, cover valuable ways to help protect your income and you can also read the latest market update on local and international markets from BT Financial Group Investment Specialist, Riccardo Briganti.

17.01.2022 Today we attended The Ponds School and were lucky enough to be involved in a weekly Assembly to proudly present a cheque for $10,500 being the funds raised from the TAG Golf Day. After the presentation we were privileged to be invited to visit "The Ponds School Caf", where we were served by students as part of the work skills Caf Program. This is teaching students valuable life skills, helping to ensure a bright future in day to day life and future employment. ... Golf Day proceeds are earmarked for the Caf Program, which will be open to the public every Tuesday 9am-10am.

17.01.2022 As we finally move towards a change in season and approach Easter (after what has been such a scorching Summer!), check out our Autumn 2018 newsletter now available for your reading pleasure. In this edition, you can read about the interesting topic of investing in ETFs, insights on managing cash in your SMSF along with the usual market updates: https://goo.gl/ra4zC3.

17.01.2022 It is our pleasure to announce that our final charity proceeds have grown by a further $350 to a total of $8,650! Thanks to your support of the TAG Golf Day. The Ponds School are now one step closer to having an amazing custom playground installed this year. Not an inexpensive endeavour, with the total cost exceeding $150,000. The playground is inclusive for all students and is especially designed to enhance the students experience at school. ... Thank you again for your support! #thepondsschool #stonecuttersridgegolfclub #charitygolfday

17.01.2022 A very special thank you to Reading Cinemas Rouse Hill for donating 2 Premier movie tickets as wonderful prizes for our TAG Charity Golf Day supporting The Ponds School! Not long to go now until the Golf Day - next Wed 2nd May 2018!! #Readingcinemasrousehill #thepondsschool #stonecuttersridgegolfclub #charitygolfday

15.01.2022 Today is the big day for our TAG Charity Golf Day event at the Stonecutters Ridge Golf Club! Good luck to all teams and we hope you all have a great day as we raise much needed funds for The Ponds School! #thepondsschool #stonecuttersridgegolfclub #charitygolfday

15.01.2022 Our latest blog covers the topic of life insurance simplified: http://ow.ly/84p330g3oIu. Statistics show 6 in 10 people with dependants do not have enough insurance cover to look after their family for more than 1 year if they were to die, so the importance of protecting your familys future can never be underestimated! Source: IFSA - Rice Walker Fast Facts: A nation exposed! Underinsurance key facts, August 2005. For a financial plan tailored to your needs, contact our office today.

14.01.2022 We had a change in location for our staff meeting yesterday - the TAG Caf at The Ponds School! Lovely service and we thoroughly enjoyed our time there. :)

14.01.2022 We're delighted to announce our annual Charity Golf Day will be on Wed 22nd May 2019 at Stonecutters Ridge Golf Club, raising money this year again for The Ponds School. If you would like to join us for a great day on the course for a very worthy cause, contact us at TAG to register!

14.01.2022 Our Winter edition of Insights & Investment Solutions magazine is now available: https://bit.ly/2WTJ7IO. In this edition: As the end of financial year is fast approaching, its an opportune time to consider these seven super strategies. You can also learn more about sustainable investing given that invesors are more interested in how companies make money and be informed of the latest market update on local and international markets.

13.01.2022 Beware of little expenses. A small leak will sink a great ship - Benjamin Franklin. Do you have any resolutions for the new financial year? Start with our 6 tips to help form good habits for your financial future: http://ow.ly/Ohmk30dyw17

13.01.2022 TAG was lucky to be invited to the official opening of the new playground at The Ponds School and the preceding assembly. We were proud to part of the fundraising effort towards this spectacular playground that is inclusive for all of the students irrespective of their ability. As always we were in awe of the work undergone at the school and what dedicated staff do to make the lives of the children that extra bit special. Article: Gary Hamilton-Irvine 2018, Missing Link Officially Open, Rouse Hill Times, 14 November, pg 13

11.01.2022 Its that time of year again where we rally support and players for our annual Charity Golf Day, held at Stonecutters Ridge Golf Club. Please lock Wednesday, 22nd May 2019 into your diaries. If you have any ideas for sponsorship, to help make our day a huge success, we would love to hear from you. All proceeds raised on the day will again be donated to The Ponds School.... You can register your interest by contacting us. We will get in touch with everyone in coming weeks with a formal invitation including costs and specific details about support and attendance.

11.01.2022 We are pleased to introduce our new adviser, Andrew Dunkerley, who has joined the TAG Team. Andrew will be providing tailored financial planning advice. Heres some further info on Andrew and the TAG Team from our website: http://ow.ly/8WJc3049fI8

10.01.2022 We had a change in location for our staff meeting yesterday - the TAG Café at The Ponds School! Lovely service and we thoroughly enjoyed our time there. :)

09.01.2022 Stay warm and rugged up in this cold winter weather and enjoy our latest newsletter: http://ow.ly/NYtd30dnNeL In addition to the update on local and international markets, we have information on how to make your retirement funds last the distance and an interesting article on voluntouring by Dr Bryan Humphrey who talks to us about his international experiences during retirement.

08.01.2022 Last Tuesday, 10/09/2019, some of the staff from TAG had the pleasure of attending the opening of the TAG Caf at The Ponds School. The funds raised from the TAG Golf Day 2019 were used to build an outdoor caf which is accessible from the Schools car park and is open to the public every Tuesday between 9am - 10am. This fantastic initiative was developed by Leonie Donaldson, Principal of The Ponds School, to develop skills for the children to use in the workplace. This prog...ram assists students to gain valuable life skills, helping to ensure a bright future in day to day life and future employment. To set up the Caf, The Salvation Army donated the coffee machine and Liam, one of the parents, has volunteered his time every Tuesday to help with ongoing training. The experience the children gain is invaluable and Leonie is already talking about work experience initiatives with various shops in the local area. Special mention must also go to many of the bus drivers from the School who gave their time during the July School holidays to help with the build. We feel very privileged that the School named this the TAG Caf and we encourage you if you are in the area to hold your meetings or drop in for a coffee on Tuesday mornings between 9am - 10am.

07.01.2022 Heres a summary outlining the highlights from Treasurer Scott Morrisons 3rd Federal Budget that was delivered on 9 May 2018: https://goo.gl/ycF3w4. It focused on reining in spending, tax cuts for middle Australia and small to medium enterprises, and on assisting older Australians. You can also watch an overview of the Budget from BT Financials Bryan Ashenden (Head of Financial Literacy & Advocacy) here: https://youtu.be/idwkUsPPz-0.

07.01.2022 TAG will be holding our annual Charity Golf Day to support The Ponds School for students with moderate or severe intellectual disabilities, to be held on Wed 2nd May 2018 at the Stonecutters Ridge Golf Club. If you are interested in coming and have not attended before, please contact us. We are looking forward to a great event for 2018!

07.01.2022 Our latest edition of Insights magazine for Spring is now available for you to read: https://goo.gl/hXBhtZ

06.01.2022 Here’s a summary outlining the highlights from Treasurer Josh Frydenberg’s 1st Federal Budget that was delivered on 2 April 2019: https://bit.ly/2uGJP0n. It focused on infrastructure and essential services spending as well as income tax relief for low and middle income earners and business tax relief. You can also watch an overview of the Budget from BT Financial’s Bryan Ashenden (Head of Financial Literacy & Advocacy) here: https://youtu.be/ar_TD0fTElE.

06.01.2022 What a day, on a beautiful clear morning on Wednesday 2nd of May, we saw 66 golfers arrive at Stonecutters Ridge Golf Club in support of the annual TAG Charity Golf Day. While down in numbers this year the enthusiasm was at an all-time high. This event has been running for some 23 years now with TAG Financial being the major sponsor for the last 10 years. We are proud of our continued support for The Ponds School with funds raised going towards specialist play equipment for ...the students. The Ponds School is a newly established school for students with moderate or severe intellectual disabilities, with many of the students having additional disabilities, including autism, physical or sensory disabilities and/or emotional disturbance. We are proud to announce that the day was most successful raising $8,300 for The Ponds School. Our 66 golfers included players from local business, clients of TAG Financial and from our Financial Service colleagues and institutions who continue to show great support. Thank you for all our sponsors and donors whose contributions ensure the continued success of the day.

06.01.2022 The RBA advised today that the cash rate remains unchanged at 1.50%. Governor Philip Lowe offered no hint that there would be a change to rates in the near future. Statement as follows: http://ow.ly/Ta4z30diXro

04.01.2022 Were delighted to announce our annual Charity Golf Day will be on Wed 22nd May 2019 at Stonecutters Ridge Golf Club, raising money this year again for The Ponds School. If you would like to join us for a great day on the course for a very worthy cause, contact us at TAG to register!

04.01.2022 We would like to pass on our thanks to Il Lago Italian Restaurant for donating a $100 restaurant voucher as a great prize for our upcoming TAG Charity Golf Day supporting The Ponds School. If youre in the local Norwest Business Park area looking for a lovely authentic Italian meal with excellent service, drop by Il Lago Italian Restaurant.

03.01.2022 Our winter edition of Insights magazine is now available: https://goo.gl/eE2f2C. In this edition we cover insights on sustainable and impact investing, new financial year super strategies and lastly BT Financial Group Investment Specialist, Riccardo Briganti, provides a market update on local and international markets.

02.01.2022 Preparing a will is a key aspect of estate planning. Our latest blog covers how to make the most out of your will: http://ow.ly/vOaD30euGML

02.01.2022 Thank you Bunnings Warehouse Rouse Hill for generously donating a $200 voucher for our TAG Charity Golf Day! #bunnings #bunningswarehouse #thepondsschool #stonecuttersridgegolfclub #charitygolfday

01.01.2022 We would like to pass on a special thanks to The Australian Hotel & Brewery for donating 4 x $50 restaurant vouchers as a fantastic prize for our upcoming TAG Charity Golf Day supporting The Ponds School. If youre looking for a fresh and gourmet twist on pub classics, head over to The Australian Hotel & Brewery located in Rouse Hill. #AustralianBrewery #australianhotelandbrewery