TAG Financial Services Pty Ltd - Malvern (VIC)

5 /5 Rosemarie Ackland: As we prepared for retirement, we sought a financial planner to assist, and we were recommended to contact Leigh from TAG. Leigh and the team at TAG listened to what we wanted to achieve during retirement and prepared a specific plan that catered to our individual needs. They were very professional in their approach and always happy to answer questions and explain unfamiliar concepts. We are looking forward to continuing to work with Leigh and the team at TAG as we transition into retirement.

5 /5 Paul Burton: I have been a client of TAG Financial Services for 25 years and through all the ups and downs of the financial markets over this period TAG have been able to positively maintain and provide the needs I have had for my long-term financial needs. They are all extremely knowledgeable of the financial markets and its varied idiosyncrasies and now in my retirement I need them more than ever. Based on my personal experiences I cannot recommend the team at TAG highly enough.

5 /5 Mark Chapman: We are a new customer of TAG Financial Services and have been very impressed with the service provided. We were looking to gain a clear understanding of our financial options based on our short—to medium-term goals. The Projections modeling was an important tool that provided clarity and allowed us to make decisions based on solid financial projections. The information was provided in a very prompt manner, allowing us to make responsive decisions. I would highly recommend TAG.

5 /5 Debra Young: Michelle was very easy to talk with. She listened to my situation and gave very helpful, practical, and easy to understand advice. It was clear that her goal was to help me achieve my goals whilst maximising my financial position. Prompt service and responsive follow ups. Couldnt ask for more.

5 /5 Tania Hester: Our family has a 10 year history with TAG Financial, and have been more than impressed with their financial advice. Over that time, they have provided us with outstanding tax savings, in structuring our finances according to government requirements. Their communication has been exceptional. The information and advice is presented in a professional manner, yet easy to understand, so we can make informed decisions. We enjoyed our most recent meeting with TAG Financial, to do with estate planning. All our questions were answered, and we came away feeling very clear about our next steps.