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TAG Financial

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TAG Financial

Overview:

TAG Financial is an industry leading financial planning firm with over 80 years combined financial services experience in providing financial solutions for individuals, couples and families.Our professional approach is about creating a comfortable environment where you can be open about your financial situation. We sit down with you to develop a financial plan, helping you to reduce debt to structuring complex investment solutions.With TAG Financial, you have direct access to an extensive team of specialists and support staff – when you work with us you have a relationship with the whole TAG Financial team.
SO HOW ARE WE DIFFERENT?
We pride ourselves on offering straightforward financial advice that is tailored to your needs and that is easy to understand. For more than 10 years, we have helped clients to build, manage and protect their wealth to achieve financial security so that they can live the life they imagined. We are there along the way, providing guidance, advice and ongoing support.At TAG, our philosophy operates on honest advice that you can count on. Our promise to all our clients is that your personal and financial goals will always come first.We believe that you should have an adviser you can trust to act in your best interest, an adviser who is attentive to your individual goals and an adviser who can guide you in the right direction.

TRUST
We build trust by doing what we say we are going to do by giving the type of advice that we would give to ourselves. We know that trust is a precious commodity so we build our relationship with you by acting in your best interests coupled with our ability to provide you with knowledge and expertise. That way you have the confidence that we will continue to keep our promises from keeping appointments, meeting agreed deadlines and returning phone calls.
ATTENTION
We understand that our clients are different and have unique needs and circumstances. Understanding your needs forms the basis for our advice and services and we create tailor-made solutions.Our genuine interest in where you are in your life means that we can be attentive and responsive. We take special care to understand what is going on so our advice and relationship with you is designed for you.
GUIDANCE
Guiding our clients throughout various life stages and economic cycles is what we do. We deliver uncompromising high standards of advice, timely and will go the ‘extra distance’ to ensure we guide you in the right direction. We will ask the right questions that genuinely impact your situation and back this up with technical skill and knowledge to develop the right solutions for you.

History:

TAG Financial was formed in 2004, when Terry Hughes, Gerry Baker and David Mills merged their well-established financial planning businesses together with another financial planning practice, Neville Sheehan & Associates Pty Limited. Since then, TAG has continued to expand by bringing on more employees and purchasing other financial planning practices. Rod Hard merged his business with TAG in 2005, “The Financial Coach” merged in 2006 and then “It’s Your Money” merged with TAG in 2009 giving us a presence on the NSW Central Coast. Now, TAG employs five advisers and consultants and eleven support staff. The two directors of TAG (David and Gerry) have been in the financial planning and/or risk insurance business their whole lives. They both bring 25+ years of knowledge and history to TAG Financial.

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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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