An exclusive TAG Webinar
Financial Wellness Series
Part 5 - 6 Common Financial Mistakes
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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:
Do you have long term investment goals? Are your finances/investments on the right track?
Michelle Griffiths takes you through each of the 6 common financial mistakes in detail and how you can be proactive and avoid the mistakes yourself, setting you up for a successful financial future.
Michelle will also guide you through setting yourself up for success:
- How to make a plan (and act on it)
- How to tailor your plan to your financial personality
- Making the most of your superannuation
- Insurance – are you under insured?
- How to avoid financial procrastination
Other financial wellness sessions:
Session 1 – Maximising your Super [Available Now]
Session 2 - Budgeting & Savings [Available Now]
Session 3 – Tips to control your debt [Available Now]
Session 4 – Investing: What's stopping you? [Available Now]
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.