An exclusive TAG Webinar
Where there's a Will, there's a way
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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:
Learn from our Estate Planning Specialists and gain valuable knowledge so you can be in
control of your Estate and protect your family.
- Are your intentions clear?
- Will the wealth you created be wasted on legal fees?
- Do you know what death taxes are applicable to your situation?
It’s more than simply making a Will.
You will also learn about:
- The role of Wills and Trusts in passing on your financial legacy to your loved ones.
- How to keep your inheritance in the family if one of your children's marriage breaks down.
- The way superannuation moves to the next generation.
- Minimising Death Taxes with good estate planning.
- How you can secure your family's financial future.
Come along to this special information session and gain valuable knowledge so you can be in control of your Estate.
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.
About Emma Partenza
Emma is a Manager in the Superannuation Advisory Division. Emma has extensive Self-Managed Super Funds knowledge having specialised in superannuation for over 13 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.