Maggie is an Associate Financial Planner, who holds an Advanced Diploma of Financial Planning and has been a financial planner since 2000. Maggie is a Director of Citadel Wealth Solutions, which has more than 35 years of experience and advises on over $200 Million of client investments. Citadel Wealth Solutions was awarded "Advice Practice of The Year - 2017". The core business is providing outstanding service and advice to ultimately deliver sound financial outcomes for our clients. This is further enhanced by an ongoing review process which ensures advice is continually adjusted to meet clients changing circumstances and needs.
Thanks to Maggie Tagg I have more assets and income than I ever could have managed on my own.
I have engaged her services since 2010 and continue to refer back to her for an hourly-rate consultation now that I don't have a SMSF to administer. She has always been honest, patient, kind and thoughtful, waiting out my hysterical outbursts until she can get through to me about my options.
Maggie is a terrific person who provides a terrific service. The fact that she is an aged care specialist as well is something I look forward to exploiting in the future.
I have had other financial advisers in the past and recommend Maggie and Citadel Wealth Solutions as the best in my experience.
Maggie has been very helpful in giving me advice as i near my retirement.She is very easy to understand as far as explaining things. I feel very confident with her.
We have been with Maggie for about 3 years. We meet her a couple of times a year for general advice, and just to keep on top of where we are with finances, super, investments etc. Maggie has always been great to talk to and easy to understand, even for someone like me, who has no clue about finance.
Maggie is always friendly, easy to talk to, promptly acts on any queries, communicating with Centrelink for us which relieves us of much stress. She understands our need to be cautious in this volatile environment and even so our porfolio has increased.
Maggie is informative, friendly, and promptly follows through with all my requirements. Andrew 3189
- Adviser status Gold
- Number of reviews 47
- First year providing advice 2000
- Years of experience 23
- Advanced Diploma of Financial Planning
Citadel Wealth Solutions Pty LtdSuite 5 Level 1, 700 High Street
Kew East, VIC 3102
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd