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TAG Financial Pty Limited

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TAG Financial Pty Limited

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Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:

   * Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
   * Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
   * Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens. The products available include, Life Cover, Total & Permanent Disablement, Trauma, Income Protection and Business Expenses. We can tailor a plan to suit your circumstances and financial comfort zone.
   * Superannuation — superannuation is a great way to maximise your retirement savings. TAG Financial Pty Limited can help you make the most of government incentives including effective taxation treatment.
   * Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
   * Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
   * Business insurance — often a forgotten part of business protection is the need to provide cover for Key Personnel and Partners who are integral to the succession of any business.
   * Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
   * Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.

Overview:

TAG Financial Pty Limited has been operating in the financial planning industry for over 20 years, providing high quality service to a variety of clients — from small business owners, to retirees, to high net worth clients.

We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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