Maggie Tagg

Citadel Wealth Solutions Pty Ltd

Gold
22 Yrs Experience
Kew East, VIC 3102
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 47
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Citadel Wealth Solutions Pty Ltd

Suite 5 Level 1, 700 High Street
Kew East, VIC 3102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
47 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 47

Sort by

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maggie is informative, friendly, and promptly follows through with all my requirements. Andrew 3189"

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maggie was amazing with her assistance, knowledge, understanding and availability when my partner suffered a severe stroke prior to his 60th birthday. Her ability and tenacity in dealing with the Tax Dept regarding various superannuation funds etc was unbelievable considering the complexity of the various funds. Maggie is wonderful in communicating with Centrelink on my/our behalf thus relieving me of huge stress. Her financial advice in regards to my/our superannuation is spot on for our needs and 'personalities'. All in all Maggie has been an angel in many stressful situations."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I wish i had met with Maggie years ago. If so I would be in a better position today."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always available Responds to our needs promptly Confident and friendly knows our needs Handles Centrelinks issues on our behalf Is always well prepared and anticipates how any changes by Government affect us"

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I feel Maggie is a good listener are recommends strategies that align with my goals, even when they are not 'product's sold by their consultancy. I recently asked her to model a range of difference complex scenarios on potential retirement position which helped us make a decision on how much we were willing to spend on the family home. Very helpful."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Catherine 3108 - Maggie has always offered very positive and sound financial advice and is of great assistance to me. She explains things in the best way possible for greatest understanding of now and both what to expect for the future. I am very happy to recommend Maggie for your financial requirements."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Maggie has been advising me for the last 4 years. I have always found her to be extremely helpful and considerate in determining what will be the best options for me."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 47

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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