TAG Financial Services

On 7 August 2023, TAG House, our Head Office in the heart of Malvern officially opened. We marked the 3-year milestone as a team today (with a spectacular cake).

TAG House continues to evolve alongside our people, the needs of the business, the way we work and welcoming our clients. We’re proud of our 6 Star NABERS Energy and Sustainability rating, reflecting TAG’s ongoing commitment to energy efficiency and more sustainable operations. 🌱 There’s been a creative evolution too. Custom artworks decorate our walls, bringing colour, history, and a fresh artistic feel to the office. 🎨

Here’s to three years in Malvern, and to many more to come!

At TAG, we’re proud of our great team and love seeing our people grow and develop throughout their careers.

We’re delighted to share that our Senior Associate Adviser, Eleni Pantelidou has recently passed the Financial Adviser Exam and is now a Provisional Adviser, part way through completing her Professional Year. ✨

Eleni shared that while other kids dreamed of becoming astronauts, vets and fashion designers when they grew up, she had a slightly different vision, she wanted to carry a briefcase and laptop and meet new people. It seems that early ambition was onto something!

Eleni has been a valued member of the TAG team, and this is a fantastic next step in her career.

Her knowledge, professionalism and genuine care for our clients have already made her an important part of our team, and we’re looking forward to supporting her as she continues to develop as an Adviser.

Congratulations Eleni! A wonderful achievement and very well deserved! 👏

There are many people behind the scenes that contribute to our great organisation. Today we celebrate Maintenance Manager, Ron Smith as he reaches a personal milestone of 80 years 🎈🎈, and this year marks his 25th year of maintenance services to TAG.

“He measures twice and cuts once, always finds a fix and is great value for money. Happy Birthday Ron and thanks for the great service. We're looking forward to working with you for many years to come”. Mark Templeton - TAG Financial Services Managing Director.

Here's Mark congratulating Ron with a little gift - a bottle of red. 🍷

What a fantastic day! 🎉

We’re delighted with how the 29th annual TAG Super and Tax Strategies Day came together on Tuesday 21 July.

It was wonderful to welcome new attendees and reconnect with so many familiar faces who have supported this event over the years. For almost three decades, this seminar has been a great opportunity for accountants, financial advisers and industry professionals to come together, share knowledge and explore practical strategies to support better client outcomes.

The day was filled with insightful presentations, valuable discussions, real-life case studies and plenty of opportunities to connect with others in the profession. It was fantastic to see so many passionate professionals in one room, sharing ideas and learning from each other.

A big thank you to our sponsors, presenters and attendees and our team for helping make this another successful event.

We’re already looking forward to celebrating the 30th annual TAG Super and Tax Strategies Day with everyone next year! 🙌

Webinar: 2026 Economic and Investment Outlook

Join us for an exclusive investor focussed webinar which will offer expert insights and practical strategies to navigate ongoing economic shifts and market volatility.

Featuring Leigh Jobling, a Partner of our Investment Advisory & Wealth division and special guest Brook Sweeney, Senior Asset Consultant at Evidentia, this session will explore the latest market dynamics—covering the impact of global trade tensions, domestic policy developments, and the broader investment landscape. Importantly, it will touch on how these factors could impact investment strategies over the next 12 months.

✔ Stay informed on the latest economic and policy developments
✔ Gain timely insights into market trends and investment risks
✔ Learn practical strategies to protect and grow your wealth.

Register now to reserve your spot: https://ap1.hubs.ly/y0Swn00

This month marks 29 years since TAG was founded 🎉

From our early beginnings to nearly three decades of growth, our journey has been shaped by the dedication of our team, the trust of our clients, and the strong collaboration of our accounting partners.

Whether you’ve been with us for many years or have recently joined the journey, your support continues to play a vital role in who we are today. Together, we’ve navigated complex challenges, shared knowledge, and built something we’re genuinely proud of.

We’re grateful for the relationships that have brought us here and excited for what the future holds.

Here’s to continued growth, meaningful partnerships, and plenty more celebrations (and cake 🍰).