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TAG Financial Services
       
 
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TAG Financial Services
 
 
Mission statement: 

Developing and continuously improving systems and procedures to ensure quality, timeliness and value of our services.

Committing to an enjoyable team approach, allowing us to prosper and grow with our clients.

Being acknowledged as the boutique firm, which provides practical solutions to technical problems.

Fostering a dynamic environment where honesty, integrity and respect are fundamental, thereby building strong team and client relationships.
Overview: 

TAG Financial Services is an independently owned and operated Financial Services Firm.

Operating for 15 years TAG Financial Services provides clients with all their financial needs.

Our comprehensive Financial Services are your answer to financial freedom.
History: 

The firm was founded by Michelle Griffiths and Mark Templeton. For a brief period the firm was called Deux Pheonix. This name explains the start. Michelle and Mark were employed by a firm called Pile Partners, where they worked together in the firm's superannuation division. This firm experienced a partnership split and the partner in charge of their division, left to go to another firm. Michelle and Mark were left with either finding new jobs or starting their own operation. They chose the latter, and out of the ruins rose Deux Pheonix. This name was never made public. On 1 May 1997 TAG Partners was officially launched.

The firm commenced with its client base being the superannuation division in which Michelle and Mark originally worked. Later that year, an opportunity arose to purchase more clients from Pile Partners. These clients were business services and tax clients, which the practice required to enable it to diversify from Superannuation.

This allowed the firm to operate two divisions: Superannuation Administration & Audit and Business Services. TAG then moved to Malvern where it remains located today. This put the firm in a higher profile suburb, and the firm quickly grew to around 15 employees with a turnover in excess of $1 million.

In June 1998, TAG Partners introduced financial planning. This provided an additional service to existing clients and allowed the firm to add to its marketing power, with a complete services approach to self managed super, and small to medium businesses. In April 2001 the firm's name was changed to TAG Financial Services, reflecting the complete service approach. TAG Partners remains the trading name for the audit division.

TAG Financial Services now has five partners, in excess of 20 employees and provides services to an ever increasing client base. The future for TAG Financial Services will be greatly determined by its ability to secure talented professionals, and systemise its service delivery to clients in an industry that has seen massive change. These are the factors that have made it successful thus far. The firm continues to invest considerable time and money into its personnel and technology. The years ahead will provide considerable opportunities, and the firm is well positioned to take advantage of continued development and growth.

The founders would love to think that some things never change, this being the honesty and loyalty upon which the business was founded and the team work, commitment and passion upon which the firm has grown. TAG Financial Services places great emphasis on being a professional and enjoyable place of employment. It is the responsibility of all those employed within TAG to ensure this never changes.


 
 
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