Arden Shaw

TAG Financial Services

Gold

6 Yrs Experience

Malvern, VIC 3144

About Arden
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

As a fully qualified and experienced accountant and financial advisor, I am dedicated to helping individuals, families and business owners achieve their financial goals. My goal is to provide tailored advice that empowers clients to achieve their financial objectives and long-term financial success.

I specialise in:

Superannuation and Self-Managed Funds strategies
Retirement Planning opportunities
Wealth Succession and Estate Planning
Tax Strategies and Asset Protection

I work closely with my clients to explore a range of strategic opportunities, providing personalised and transparent advice that helps to secure their financial future.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Complex Investments
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2024

Arden has built a great rapport with us. He understands our situation and what our plans for the future are. He has been flexible to any changes in direction we want to take as the years go by. We've appreciated Arden's advice on managed investments for our Self Managed Super Fund. Now that we are retired we've been keen to have a substantially balanced portfolio with a little growth as well. Arden has given us good advice on changes we should consider from time to time in order to fulfil our requirements. We are pleased that everything is going to plan and we are enjoying a comfortable retirement. Looking at the long term, Arden has been able to demonstrate with an adjustable cashflow model, how our finances will be looking by the time we are 100+ years of age. We've clearly been able to see the effects of changes that could or should occur on the way. We are grateful to Arden for helping us to be in a secure position for the future and hope he will continue to be our adviser for many years to come.