TAG Wealth International

I would thoroughly recommend TAG Wealth International. Both Andy and Tony are trustworthy, very professional, experienced and have great financial & insurance product offerings.

Andy helped us to diversity our investment portfolio while living and working overseas. We were able to refinance our mortgage and have begun building funds for the future. Andy provided guidance on our family safety net of income protection and health insurance at a time when we felt under-insured.

Working with Andy has been a great experience for me as an expat new to the Philippines. I was unsure about the cost of living, expenses, and my family's savings potential, but Andy helped sort through all the data and we found the right amount to save and invest to maintain our desired standard of living later in life. Additionally, we worked out a life insurance plan that fits my family's needs. This has given us peace of mind for both the present and the future.

I was first introduced to Andy some years ago when I was living full time in the Philippines. He was arranging my international health insurance. My husband had recently died and I’d used all my superannuation caring for him. It was a tough time. At the age of 60, I thought it was too late to re-invest for my retirement. Andy worked out a sum that we both agreed I could manage each month. That was over 4 years ago and I’m so glad I did it. Even with a downturn during covid, my investment barely dropped and now is back in the black. I now have a tidy nest egg and when it matures it will help me to have the ease in retirement I thought I’d lost. Andy has been there 100% of the way. Assisting promptly with any hiccups and even being there to advise when I needed a trip to hospital. I highly recommend him as an investment advice provider and as a very honest and helpful person.