At TAG, we can try and help with more than just mortgage and insurance advice. If you’ve got other questions it may pay to give us a call and have a chat to see if we can help.  We are not lawyers or accountants, but can listen carefully (help where we can) and then point you in the right direction.

What can we do for you?

With over 20 years of experience in the industry, we’ve seen it all. We don’t just specialise in offering impartial mortgage and insurance advice, but we also can help you with other stuff. Our financial advisers can work with you to develop and manage a long-term financial plan that aligns with your goals.

Asset Protection / Trusts

We are not lawyers, we do not provide legal advice but this is another very important part of getting you the best solution. If you believe that a trust is a valuable tool to protect your family, we can work closely with your lawyer and ensure that everything is structured correctly from the beginning, so you can have peace of mind that your assets and investments are expertly managed

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Self Employed - ACC Levies

Most business owners have not unlocked the potential savings there are when restructuring ACC Levies. Accepting the ACC levies you’ve been given is not the most efficient or cheapest way to deal with these charges. We can get your ACC levies reviewed to see if you can save money by ensuring you’ve used the correct classification code and that your ACC is structured correctly. If you are unsure of exactly what you are entitled to, speak to our friendly team today.

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Get your assets to the right people / Wills

We know you’ve worked hard for your wealth, so it is incredibly important to make sure it’s protected and properly passed on. Regularly updating your Will will ensure your assets are passed on as you wish and instructions for anything to do with your business, funeral, valuable belongings are actioned properly. If this is something that is still on your “to do” list and you don’t have a lawyer, we can help to facilitate this so it gets done.

We are not lawyers, we do not provide legal advice, but this is another very important part of getting you the best solution.

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Your 65th Birthday / KiwiSaver

When you turn 65, you can take out the money in your KiwiSaver account, which includes all of your contributions, your employer contributions and government contributions. We can point you in the right direction if you are unsure whether or not to withdraw the money or you want to check if you are in the correct type of fund for your needs.

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Want to learn more about what we can do for you?

Contact Us