Financial Education & Advice
Taggart Nominees Pty Ltd, ABN 74 808 036 976, AFSL No 234973
What is Financial Planning? Click here to find out
Please click here for a copy of our Financial Services Guide.
Taggart Nominees Pty Ltd offers a financial planning service. Jim Taggart, Christina Matthews, Tony Hale & Melinda Garland are represtatives of Taggart Nominees Pty Ltd which holds an Australian Financial Services Licence No 234973. As representatives of Taggart Nominees Pty Ltd they have access to a variety of financial service products that can help you to achieve your short and long term goals. Please contact us for issues concerning;
- redundancy package options
- a regular savings program
- wealth creation
- building superannuation portfolios; salary sacrifice
- assessment of current investment portfolios and financial situations
Wealth Creation Strategies
- Financial Planning
Financial Planning is the process of understanding your needs and determining appropriate wealth management strategies to suit your future financial requirements.
- Superannuation
By placing additional super either as Salary Sacrifice or Lump Sum contributions can quickly build up retirement funds. Please contact us if you require information on the tax advantages of increased superannuation contributions.
- Education Funding
Placing regular amounts into investments for you child's future educational requirements.
Do you have "lost" superannuation funds ?
There is currently over $4.5 million in lost super and some of this money could be yours. The Taggart Group has a service by which we can locate this money and roll it into an existing fund, whereby this increases your Superannuation worth and can save you a lot in fees and charges.
IMPORTANT: General Advice Disclaimer
Any advice on this page is provided by Taggart Nominees Pty Ltd and its financial planners as Representatives of Taggart Nominees Pty Ltd ABN 74 808 036 976, Australian Financial Services Licensee No 23497.
The advice is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.
There is no remuneration or financial benefits received by Taggart Nominees Pty Ltd or its representatives in relation to advice provided on this page.