The sky is the limit

Financial advice to help you manage, grow and protect your wealth.

Stress Less. Take Control. Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Tactical Advisory Group we help you get control of your money so you can live life on your terms.

How can we help?

At Tactical Advisory Group, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow, make the most of today.

Insights

Market movements and review video – November 2024

5th November 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…

Harnessing the double edge sword of tech

29th October 2024

In our fast-paced digital world, technology often feels like a double-edged sword. On one hand, it offers incredible opportunities for…

Unlocking success: lessons from the world’s best investors

22nd October 2024

While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as…

The Age Pension and your retirement plans

16th October 2024

Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…

Estate planning gives you a final say

8th October 2024

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…

Insuring against loss of income

1st October 2024

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…

Kind words from our clients

Peter has looked after my superannuation for 10 plus years and I have always felt secure knowing he has my best interests in mind. He is an honest true professional with extensive and excellent financial knowledge and has clear strategies. He is engaging and clear in his communication where he makes it a pleasure to catch up. Peter’s tenacity is rewarding and I would highly recommend him to anyone.

Peter has been my financial planner for over 15 years and I have been highly satisfied with the advice and guidance his services have provided. Invaluable with helping me to first create and also stay on track with my financial goals. I would highly recommend Peter and Tactical Advisory Group to anyone in need of professional, comprehensive and helpful financial planning services.

Peter has been my financial advisor for many years and I’ve always been confident and happy with his advice. Apart from our financial association he’s also been a great confidante and friend. I moved out of Sydney 4 years ago but I wouldn’t even consider changing to someone else. I wish him every success in his new venture and hope that our association continues for many more years.

Peter’s total professionalism and commitment to managing and getting the best results for my superannuation has been outstanding. I am kept informed and up to date on anything I need to know about my investments. Peter’s advice is invaluable.

I would recommend Peter to anyone.

Peter has been looking after my financial portfolio for the past 7 yrs, he is absolutely dedicated to his work and fully explains everything. Peter has certainly lifted a weight off my shoulders and I could not recommend him highly enough.

We were recommended to Peter Zgouras by a friend. It has been the best recommendation and has been the best decision to engage Peters services we have ever made. We thought we had our financials and superannuation under control, however from our very first meeting with Peter, we saw his experience and knowledge come through immediately and he opened our eyes to how we could better manage everything.

He allocated enough time to thoroughly go through everything and was very well prepared. He put in strategies for us and consolidated all our accounts thus saving us money. He was open and honest and through his ability to listen to his clients he grasped an understanding of what we wanted to achieve, one of his big strengths other than his knowledge and work ethic is his ability to explain everything in a way that we understood exactly what was happening with our money.

He works tirelessly to ensure that we have all the information to make the right choices. Peter is readily available to chat or if we have any queries and ensures that we catch up several times a year to go over the financials and our position in the market.

I have recommended Peter's services to many family and friends and would not hesitate to recommend him to others. Call him you won't be disappointed.

Peter Zgouras has been our financial advisor for almost twenty years for very good reason. His advice has always been spot on, he is approachable and he explains our finances without being condescending. In fact, Peter always makes us feel like he is lucky to be our financial advisor and enjoys every minute of his time helping us. It is such a relief to have a competent, efficient, enthusiastic and caring person in this role, especially as he is preparing us for retirement. Things looks very bright due to his hard work over all these years and he takes a huge worry off our minds. I cannot recommend Peter highly enough.

I would like to express my thanks for the work Peter Zgouras has done for me over the past years. The expertise and attention to detail with which he has handled my financial affairs could not be faulted. Particularly reassuring to me is the feeling of certainty in the absolute integrity of his dealings with us because his integrity is beyond reproach. His continual advice on financial planning issues has saved me significant amounts of money. He truly is a professional's professional!!

We really love the personalised service Peter Zgouras has offered us in the past, where nothing is ever enough trouble when we require any financial advice.

Peter has been looking after my insurance matters for well over a decade. His dedication to getting me the best possible insurance and policies for my personal situation is unquestionable. I have never come across anyone in the industry with Peter’s unwavering commitment to the highest level of customer service. He explains the products like no one else making it simple to comprehend and work out what is best for me. When I had a claim Peter was there to assist and that is so rare at the time where I really needed guidance with the process. I have recommended Peter to many people, and I would not hesitate to recommend you reach out to Peter to review your insurance needs.