Leigh Jobling

I am a Partner at TAG Financial Services, having been with the firm since its inception. With extensive expertise in auditing, superannuation, and investment advisory, I lead the Investment Advisory and Wealth division. Committed to understanding each client's unique vision, I am dedicated to developing personalised strategies that pave the way to financial security and independence.

I assist both individuals and business owners grow their wealth through:

• Superannuation and Self Managed Funds
• Retirement Planning strategies
• Wealth Succession and Estate Planning
• Tax Structuring and Asset Protection

I am also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring that I am qualified to assist clients achieve their financial objectives.

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/