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TAG Financial Pty Limited has been servicing clients Australia-wide for over 20 years, providing a range of wealth advice services to help people grow, manage and protect their wealth.
We can help you create the financial security that lets you focus on what’s really important in your life. Find out more about us, our services and our team.
TAG Financial Pty Limited is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
Risk Insurance
We believe that risk insurance is an integral part of most clients financial arrangements. If you are unable to contribute to your family structure either financially or supportively through death, disability or a serious health issue, your entire financial strategy for you and your family's future security can be put at risk. Our experienced advisers can help you select the correct range of risk protection to meet your needs.
Wealth Accumulation
We all want to retire and not have to rely on the pension provided by the government or the slim chance of winning lotto. Wealth accumulation is a minefield of risks without the proper guidance. Our experienced advisers can guide you and help you achieve realistic goals. We can also help you when you reach retirement to maximise your income and minimise your tax liability.
