Meet the team
The People Who Make It Happen
TAG Wealth International Pty Ltd (TWI) is an Australian-based company which offers financial planning services to the expatriate community in South East Asia.
TWI was established in 2011 by Andrew Willard and Tony Herbert following their experiences working with humanitarian expeditions in Cambodia. An opportunity was recognised that would allow reliable, independent financial planning to be offered to expatriates.
TWI has chosen to base its South East Asian operations in Phnom Penh. We are now very well positioned to service a rapidly expanding expatriate community in Cambodia. From this base we are also able to offer these services to individuals and companies across the entire South East Asia region, including Thailand, Vietnam, Myanmar, Laos and Indonesia.
Our advisers are supported by an experienced administration team, which is based in the TAG Group’s head office in Perth Western Australia.
Andy is originally from the UK, where he worked in the financial services industry for 20 years initially in the Lloyd’s of London Reinsurance Market, and then running his own Financial Planning Practice for 12 years.
Following the successful sale of the practice, Andy relocated to Australia with his family in 2007. He subsequently has held both Business Development and State Manager roles (WA & SA) at Tower Australia and AXA Australia.
Andy decided to return to advising private clients in 2011 after recognising that there was a desperate need for reliable financial planning advice for the expat community in South East Asia.
TAG Wealth International was established as a result and Andy is one of the founding directors of the company.
Andy is very pleased to be part of this venture which offers a specialised service to expatriate high net worth clients. He is looking forward to building the business and developing the unique service offered by TAG Wealth International.
Andy holds a UK Chartered Insurance Institute – Diploma of Financial Planning and an Australian Diploma of Financial Planning.
Tony is a founding director of TAG Wealth International and has over 15 years’ experience in the financial services industry. He is co-founder and director of the TAG Financial Group based in Perth WA. He holds a Diploma of Financial Service in Financial Planning and Finance Broking. With fellow director Andy Willard he recognized that there was a desperate need for reliable and ethical financial planning for the expat community in South East Asia so they established TAG Wealth International in 2011.
Tony prides himself on ensuring his clients understand their goals and recommendations while capitalising on their expat status while living offshore.