An exclusive TAG Webinar
Financial Wellness Series
Part 4 - Investing: What's stopping you?
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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.
Are you looking to invest in your future?
In part 4 of this 5 part series, Michelle Griffiths will guide you through the investing process, how to work out your 'investor personality', habits to help set you up for investing and MUCH MORE.
In session 4, our Investment Advisory and Wealth expert Michelle Griffiths will discuss the fundamentals of investing:
- When is the right time to invest?
- What you need in order to invest
- Classic investing mistakes (and how to avoid them)
- Investing strategies
Keep an eye out for the other sessions that are coming soon:
Session 1 – Maximising your Super [Available Now]
Session 2 - Budgeting & Savings [Available Now]
Session 3 – Tips to control your debt [Available Now]
Session 5 – Six common financial mistakes [November]
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.