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Our Process

our-processAt TAG Financial Group we offer a combination of expertise in financial planning and finance. We provide each individual client with a long-term strategy designed to ensure investment growth and financial stability throughout their lives.

To make these strategies work to maximum effect for you and your family, we need to get to know you well. This involves forming a solid, honest and ongoing relationship during which you tell us of any changes in your life that may affect your overall financial plan. Only through an open and transparent exchange of information can we work together to achieve your goals.

The TAG Financial Group adviser allocated to you will become a friend and confidante who is highly experienced in asking the kind of questions that will best help him or her to understand your needs and expectations. There will be no false promises and no unrealistic targets. Only expert advice based on knowledge and experience configured precisely to meet you specific requirements.

To start the process, you need to make the initial contact.

  • Contact You can contact TAG Financial Group by phone, email or make an enquiry.
  •  Meet We will arrange for you to meet with one of our highly experienced advisers to discuss your financial needs and life goals. This is the important first stage in what will hopefully become a long-term relationship.
  • Discover Following your first meeting we will draw up a draft plan and present it to you for your approval and further discussion. At this stage, we will discover all the details we need to hone and personalise the plan specifically for you.
  • Advise With a detailed plan in place, we advise you on the strategies and investment ideas that will best achieve your goals. This could involve anything from buying an investment property to opening a self-managed superannuation fund.
  • Implement Once you agree to the recommended strategies we will implement them on your behalf and commence an ongoing and comprehensive monitoring process to make sure everything remains on track.
  • Grow Your TAG Financial Group advisor will keep you informed on a regular basis on the performance of your investments and those market elements which may affect specific aspects of your plan. If necessary, your advisor will recommend changes which will be carefully explained in advance. Our advisors are your financial partners. They are as determined as you are to see your wealth grow safely and securely while enriching your life.
Get in touch

We’ve made it easy for you to get in touch with TAG. You can call us on (08) 9367 1227, Make an Enquiry below or Request a Call-Back at a time that suits you.

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    • Home Buyer Essentials Guide
    • Investment Essentials Guide
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