About Us

Together as Citadel Wealth Solutions, John Lubberink and Maggie Tagg concentrate on creating, protecting and enhancing the wealth of their clients by providing them with a personalised and superior advisory service.

John Lubberink ‚Äč Maggie Tagg
Sub-authorised rep: 246809 Sub-authorised rep: 404171

Citadel Wealth Solutions financial planners are John Lubberink and Maggie Tagg. John and Maggie are joint owners of Citadel and they have developed a loyal clientele based on the quality of their service and advice.

John has been working in the Financial Planning industry since 1990 and is a Certified Financial Planner who holds a Diploma of Financial Planning.

Maggie has been a financial planner since 2000 and is an Associate Financial Planner who holds an Advanced Diploma of Financial Planning.

Citadel has received industry recognition and several awards as one of the top Centrepoint Alliance financial planning practices in Victoria. Citadel was awarded 2017 Advice Practice of the Year and was a finalsit in 2018 Advice Practice of the Year awards.

Together John and Maggie have more than 35 years of experience and advise on over $110 Million of client funds.

The core business is the provision and implementation of quality strategic advice to deliver sound financial outcomes. This is further enhanced by a proactive ongoing review process which ensures their advice is continually adjusted to meet your changing circumstances and needs.

John and Maggie focus on assisting their clients to build wealth during their working life then specialise in managing it effectively throughout their retirement. They provide advice on appropriate superannuation and investment strategies, business and personal insurance needs, debt reduction strategies, Tax (Financial) Advice and estate planning. John and Maggie also provide advice to those clients who have specific planning needs such as Centrelink and Aged Care or events like receiving an inheritance or a work redundancy.

Both are qualified to provide advice on Self Managed Super Funds (SMSF) and they have developed considerable experience working and providing advice on how to best use these Investment vehicles to maximise your retirement benefits.

They are members of Financial Planning Association of Australia (FPA) and the SMSF Association.

John Lubberink and Maggie Tagg are authorised by Alliance Wealth to provide financial product advice and deal in the following areas:

So, if you are looking for specialists in the field of Financial Planning, John and Maggie would be more than happy to discuss your future requirements.

Citadel Wealth Solutions Pty Ltd is a Corporate Authorised Representative No. 343035 of Alliance Wealth Pty Ltd
ABN 93 161 647 007

Australian Financial Services Licence No. 449221
Ph: 1300 557 598