Employee Benefits
Indemnity Corporation TFC* (ABN 12 085 157 684) is the wealth creation division of indemnitycorp and is a joint venture operation between Indemnity Corporation Financial Advisors Pty Ltd and TAG Financial Pty Ltd.
Indemnity Corporation TFC is a Member Firm and Corporate Authorised Representative of Genesys. Its Corporate authorised representative number issued by the Australian Securities and Investments Commission (ASIC) is 260395.
Advice is provided by TAG Financial Pty Ltd.
About TAG Financial Pty Ltd
TAG Financial Pty Limited has been servicing clients Australia-wide for over 20 years, providing a range of wealth advice services to help businesses and people grow, manage and protect their wealth.
We can help you create the financial security that lets you focus on what’s
really important in your life.
TAG Financial Pty Limited is part of Genesys Wealth Advisers Limited, a
network of around 350 wealth advisers in 130 practices across Australia. Genesys
provides financial services to around 100,000 Australians and advises on more
than $8 billion of investments and over $80 million in annual individual risk
insurance premiums (as at 31 March 2009).
Our Services
Business Insurance
Often a forgotten part of business
protection is the need to provide cover for Key Personnel and Partners who are
integral to the succession of any business.
Risk Insurance
Risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
Superannuation
Superannuation is a great way to maximise your retirement savings. TAG Financial Pty Limited can help you make the most of government incentives including effective taxation treatment.
Wealth Accumulation
In consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
Retirement Planning
we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
Pension & Allowance
We can help you structure your finances to maximise Centrelink benefits.
Estate Planning
Working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
Investment Advice
We can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
Redundancy Advice
If you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.
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