An exclusive TAG Webinar
Financial Wellness Series
Part 2 - Budgeting & Savings
Broadcast has ended. You may watch the replay!
About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
Our Financial Wellness Series is for anyone starting out on their financial journey and wants to build their knowledge, so they can make informed financial decisions.
In this 5 part series, Michelle Griffiths will explore various financial topics and shares her knowledge, tools and tips on how you can build and maintain financial wellbeing.
In session 2, our Investment Advisory and Wealth expert Michelle Griffiths will guide you through some every day budgeting habits to set you up for a lifetime:
- What is your drive for budgeting/saving?
- Where to start with budgeting
- Understanding your financial framework
- Strategies to think about
Keep an eye out for the other sessions that are coming soon:
Session 1 – Maximising your Super [Available Now]
Session 3 – Tips to control your debt
Session 4 – Investing: what’s stopping you?
Session 5 – Six common financial mistakes (and how to avoid
them)
About Michelle Griffiths
Michelle is a Partner of TAG Financial Services’ Superannuation Advisory Division. She is an accountant and financial advisor who has knowledge and experience in the areas of tax, superannuation and financial planning that will help bring this topic to life with a practical approach.
Michelle's refreshing, and meaningful examples using case studies make it easy for you to understand each element, help build your knowledge base, and prepare you for action.