TAG Financial Services is the Total Advisory Group. We are a financial services business independently owned and operated for nearly twenty years.
The team at TAG provides comprehensive financial advice to individuals and businesses in areas such as business improvement, tax strategies, superannuation planning and wealth management. TAG is committed to delivering practical solutions in every situation and pride ourselves on our client oriented approach.
Our approach is built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
LDB provides tax and auditing services through to wealth management, financial planning and self-managed superannuation services to lending and property services.
We commenced 1986 in Box Hill as Lundstrom Dickson & Associates and are now known as LDB Group located in Suite 1 1-3 Albert Street Blackburn.
Rather than referring clients to other practitioners we decided to build skills in these other areas within the firm. We sought out experts in their fields, ones that shared our philosophy of caring, and established viable, properly resourced business units.
We also made sure that all the disciplines within LDB operate as a seamless team, ‘working as one’ so our clients take comfort in knowing that their financial needs are being taken care of in a professional and efficient manner.
We strive for excellence in everything we do. We know and appreciate the value of enduring, personal client relationships. We recognise that the world is changing and we embrace that change. We support our staff, giving them the opportunities to develop both personally and professionally.
We encourage our staff to be dedicated to their professional careers whilst ensuring that they leave adequate time for family and community involvements
We work with our clients to help them to understand, appreciate and reach the potential that their business has to offer them. By continually "Challenging the Limits of Financial Performance", we encourage every business out of their comfort zone to achieve everything that the owners expect it to achieve and more.
The entire team at Dendra is your trusted:
- Accountant – offering the financial stability your business needs to succeed
- Business coach – individual guidance to structure, improve & grow your business
- Tax agent – save tax and stay compliant with savvy tax planning & tax audit cover
- Wealth strategist – protect existing assets while increasing profit