TAG Wealth International
1-3 The Esplanade, Mount Pleasant, Western Australia, Australia
About TAG Wealth International
Welcome to TAG Wealth International, located at Mount Pleasant, The Esplanade, 1-3 in Australia. As an establishment specializing in finance, we are a point of interest for expats who want to secure their financial future while enjoying their overseas adventure.
Moving abroad is an incredible experience, and one that may be the best decision you've ever made. However, it shouldn't mean putting your future life and money goals on hold. At TAG Wealth International, we understand the balancing act of wanting to make memories while also getting ahead financially.
Without a solid financial plan in place, you run the risk of having nothing to show for your expat years. That's where we come in. We can help you take control of your finances and ensure your money is working hard for you.
When you waved goodbye to life at home, you also said goodbye to your trusted advisers. It can be difficult to know who to trust in your new environment. The good news is that we are experts in helping expats transition to life overseas. Not only are we experienced and accredited to provide financial advice to expats, but we also offer a friendly face and sympathetic ear because we've been there ourselves.
We understand that your dream of life overseas didn't include navigating a new banking system, figuring out currency rates, tax implications, and health insurance. Luckily, we have experience in helping expats get set up and deal with all the little annoying details that consume your time and energy.
At TAG Wealth International, we empower you to understand your finances so you can feel confident that you're making progress while enjoying your expat adventure.
Here are just some of the ways we can make your overseas life better:
- We help you navigate all aspects of banking overseas, saving you time, money, and hassle.
- We can ensure that your family has access to the best medical care while overseas.
- We offer expat-friendly life and protection policies to protect what you've worked hard to build.
- We can review your portfolio, help plan your goals, and be the advisor you need while abroad.
- We provide handy tools and guides to help you take control of your money matters.
- Our free checklist will help you navigate the murky overseas financial waters, avoiding common mistakes and getting ahead during your expat adventure.
- Play around with our free calculators to track your retirement savings, see how much more you can save, or start putting money aside for school fees.
When setting up home abroad, having appropriate insurance in place for all family members is critical. International health insurance is a must for expats, and we can provide practical advice and guidance on this matter.
There's enough uncertainty in life without leaving your finances to chance. Get in touch with TAG Wealth International today to ensure you're making the right money moves as an expat and getting ahead in the future.
Photos of TAG Wealth International
C7/1-3 The Esplanade, Mount Pleasant WA 6153, Australia
Opening hours of TAG Wealth International
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of TAG Wealth International
"I would thoroughly recommend TAG Wealth International. Both Andy and Tony are trustworthy, very professional, experienced and have great financial & insurance product offerings."
"Extremely professional and a pleasure to work with"
"Andy helped us to diversity our investment portfolio while living and working overseas. We were able to refinance our mortgage and have begun building funds for the future. Andy provided guidance on our family safety net of income protection and health insurance at a time when we felt under-insured."
"Working with Andy has been a great experience for me as an expat new to the Philippines. I was unsure about the cost of living, expenses, and my family's savings potential, but Andy helped sort through all the data and we found the right amount to save and invest to maintain our desired standard of living later in life. Additionally, we worked out a life insurance plan that fits my family's needs. This has given us peace of mind for both the present and the future."
"I was first introduced to Andy some years ago when I was living full time in the Philippines. He was arranging my international health insurance. My husband had recently died and I’d used all my superannuation caring for him. It was a tough time. At the age of 60, I thought it was too late to re-invest for my retirement. Andy worked out a sum that we both agreed I could manage each month. That was over 4 years ago and I’m so glad I did it. Even with a downturn during covid, my investment barely dropped and now is back in the black. I now have a tidy nest egg and when it matures it will help me to have the ease in retirement I thought I’d lost. Andy has been there 100% of the way. Assisting promptly with any hiccups and even being there to advise when I needed a trip to hospital. I highly recommend him as an investment advice provider and as a very honest and helpful person."
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