TAG Finance — A Transact Group Company
One group, across the life of every asset
TAG has been part of the Transact Group since 2024. The group operates across commercial property, finance and insurance — an integrated platform advising on more than $3 billion in strategic asset portfolios — and every group capability is available to TAG clients through a single introduction.
- Group founded — offices in Perth and Brisbane
- 2016
- Strategic asset portfolios advised on by the founder
- $3b+
- Funding advised on by the group
- $2b+
- Single facilities arranged in syndicated and club structures
- $100m+
Group founded — offices in Perth and Brisbane
Strategic asset portfolios advised on by the founder
Funding advised on by the group
Single facilities arranged in syndicated and club structures
What a group behind your broker actually means
Most people assemble their advisers one appointment at a time — a broker for the loan, an agent for the property, another broker for the insurance. Each sees a slice; nobody sees the whole. The Transact Group was built the other way around: property, capital and risk sit within one group, so context carries forward and nothing gets re-explained twice.
For a TAG client, that means your first home loan, your investment portfolio, your business premises, the equipment inside it and the insurance across all of it can be looked after by people who talk to each other — with TAG as your front door.
The divisions — and what each offers TAG clients
Transact Capital
Commercial property, from acquisition to exit
Sales, leasing, asset & property management and a dedicated buyer's agency for commercial property — across large format retail, industrial, office, medical and more. The team's record includes over 1.5m square metres of industrial, retail and large format retail space leased and greater than $750m+ in assets sold.
For TAG clients: when you outgrow residential investment or want to buy your business premises, the commercial desk works your side of the table — sourcing on and off market, with due diligence run in full.
Transact Finance
Commercial debt & equity advisory
A banking-pedigree advisory desk that has advised on more than $2 billion in funding, arranging single facilities beyond $100 million across major banks, non-bank lenders and private capital — including syndicated and club structures.
For TAG clients: when a transaction outgrows retail broking — a development, a portfolio, corporate growth capital — your file steps up inside the group with its context intact. No re-explaining, no cold start.
Transact Insurance
Corporate & commercial insurance broking
Cover built around real operations — business & commercial, commercial property, construction, liability, cyber and fleet — led by 30+ years of industry seniority and backed by the Steadfast network, Australasia's largest general insurance broker group.
For TAG clients: business, landlord and construction cover for the same households and businesses TAG finances — with claims managed on your behalf and argued to a fair outcome.
Group services are provided by separate licensed entities: Transact Capital Pty Ltd (WA Real Estate Licence RA73593) · Transact Capital (QLD) Pty Ltd (Licence 4209076) · Transact Finance Pty Ltd (Credit Representative 525470 of Australian Credit Licence 389328) · Transact Insurance Pty Ltd (Authorised Representative 1316003 of Sparaxis Pty Ltd, AFSL 245406). Learn more at transactcapital.com.au.
Start where it’s easiest — with your broker
Tell TAG what you’re trying to do. If a group desk can help, we make the introduction and your context travels with you.