Tag Wealth

TAG Wealth will work closely with you to analyse your current financial situation and establish both short and long-term goals.

We can help you to develop wealth creation and wealth maintenance strategies and customise your insurance needs to ensure your financial plan remains relevant and secure, despite any changes in your circumstances, now and in the future.

TAG Wealth can also provide beneficial information on income protection, life insurance, trauma insurance and superannuation.

TAG Financial Planning Pty Ltd ATF TAG Financial Planning Unit Trust ABN 64 647 048 794 t/a TAG Wealth Solutions a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523 for financial services only. Credit assistance and other services are not provided by Infocus.

Financial services information

Your Financial Pathway

Managing your finances is not only about now. It’s not something you suddenly do at certain stages of your life. No, personal financial management is an ongoing, ever present function that flows through your life and changes with you. It is important to begin as soon as possible and maintain – or alter – your strategies to best suit your needs.

Stage 1 Planning

Planning anything involves a starting point, a goal and implementing a set of steps that will seamlessly join the former to the latter in an organised, rational and positive way.

  • Financial Planning
  • Personal Insurance
  • Superannuation
  • Wills

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Stage 2 Wealth Foundation

Wealth foundation involves finding ways to save even small sums of money as a platform for the future. Ideally this should be achieved early on in life, but that’s when earnings are usually low while outgoings – in the form of a mortgage and household bills – are relatively high. TAG Wealth can help to get you started.

  • Insurance
  • Superannuation
  • Salary Sacrificing
  • Wills

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Stage 3 Wealth Building

Having established a foundation, it’s time to start building. There are many ways you can either add to or at least maintain your personal fortune and TAG Wealth has up-to-the-minute expertise in all of them.

  • Investment Planning & Advice
  • Debt Reduction
  • Tax Minimisation
  • Superannuation
  • Borrowing to invest
  • Asset protection
  • Initial retirement considerations
  • Wills

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Stage 4 Retirement Planning

The financial preview should end in a place of comfort and relaxation. And, if all the right steps are taken along the way, it will. But, just like the years of earning and raising a family, retirement too has to be planned in advance. You may not want to think about it when you’re in your thirties, but it’s never too soon to start.

  • Transition to retirement
  • Superannuation
  • Income Streams
  • Pension Planning
  • Insurance Tapering
  • Tax Considerations
  • Wills

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Real Life Case Studies

Sam and Kids

Sam’s story

A Thailand holiday turned to tragedy for one woman and her family, but months after being told she'd never walk again, Sam Bloom is finding hope and providing inspiration.

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Glen leaving the cancer ward

Glens Story

TAG Finance Director, Glen Austen found out first hand the value of having trauma insurance in September 2011. His story is compelling - we're not invincible and, regardless of age, it's prudent to be prepared.

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Insurance and
wealth protection

The prudent use of insurance is the best way to protect your growing wealth and your family in the event of unforeseen adverse circumstances. TAG Wealth works with strategic partners who provide the very best insurance policies and advice.

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Insurance and wealth protection
We bring the banks to you


Superannuation is a way of saving, earning interest and guaranteeing an income when you are no longer earning.

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Believe it or not, there are good debts and bad debts. Good debts are tax deductible; bad debts are not. The secret of sound debt management is to remain debt free but this is virtually impossible. The next best thing is to ensure that you hold as much good debt as possible and minimise your exposure to bad debt.

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Insurance and wealth protection
We bring the banks to you


The financial pathway has to end one day. It is essential that all the hard work you put in to build your personal wealth isn’t wasted and TAG Wealth can help to ensure that your efforts – and your money – are properly passed on through your will or the establishment of trusts. We can even help with separation settlements, the establishment of trusts and enduring powers of attorney.

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TAG Finance

TAG Finance is a finance broker based in Applecross. We can bring all the major banks and building societies to you, plus others with which you may not be familiar.

We specialise in home loans, equipment finance, vehicle finance and investment loans.

We can also advise on debt consolidation strategies designed to reduce interest and save you money.

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