Michelle Griffiths

TAG Financial Services

Gold
21 Yrs Experience
Malvern, VIC 3144

I am a proud Partner at TAG Financial Services and have been with TAG since the firm’s commencement. Leading the Investment Advisory and Wealth division, I explore financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

I am proud to be part of a comprehensive financial services group, where I work closely with clients on strategic planning that aligns with what matters most to them, empowering them to achieve their goals and maximise their financial journey.

My approach integrates:

  • financial planning
  • tax strategies
  • estate planning
  • optimised superannuation opportunities

You will also find me regularly participating in financial media and local business group presentations, which has allowed me to stay deeply engaged with current market trends, communicate complex financial insights effectively, and build a strong network within the industry.

On a more personal note, I really enjoy travel and sharing my passion as an example of what can be done with focus and making the important things to you a priority - I like to think I inspire them to JUST GO AND DO IT - and make the things that are important to them come alive!

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

There is no smoke and mirrors when it comes to our fees. We will quote you before we do any work for you, so you are in control of the next steps and your options along the way. Transparency and making sure we are providing VALUE is our ethos.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

TAG Financial Services

17 Station St
Malvern, VIC 3144

Opening hours

  • 8:00am – 5:30pm Monday – Wednesday, Friday

Meeting methods

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

Licensed by

TAG Financial Services

AFSL 415632