Arden Shaw

TAG Financial Services

Gold
7 Yrs Experience
Malvern, VIC 3144

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.

Our Wealth Projections Tool

When it comes to managing your finances, questions like “When can I retire?” or “How long will my money last?” often weigh heavily on your mind.

Whether you’re 25 or 65, our Wealth Projections Tool is here to provide clarity and confidence in your financial future. By analysing your current financial situation, it creates detailed projections of your income, assets, and expenses, empowering you to make informed decisions and plan with precision. Start answering those pressing questions today and take control of your financial journey with our powerful, easy-to-use tool.

Learn more about this tool here: https://www.tagfinancial.com.au/blog/tag-wealth-projections-tool-2/

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

TAG Financial Services

17 Station St
Malvern, VIC 3144

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

TAG Financial Services

AFSL 415632