About Tupicoffs
Established in 1970, Tupicoffs is Australia's most respected financial planning practice.
Who We Are
We are approachable professionals trusted by our clients to deliver top tier private wealth management, and portfolio services.
We provide objective, customised, and holistic financial services to high-net-worth individuals and families.
We are pioneers of independent, fee-for-service, financial advice in Australia and we are committed to our clients’ ongoing success.
Your success matters to us. Our highly skilled and educated financial advisers take pride in creating tailored solutions to ensure that you achieve your goals.
Part of our service as Independent Financial Advisers is to provide financial peace of mind for our clients. We know life isn't all about money, but we also know how important financial confidence is to enjoying the other aspects of life. Our Clients let us worry about their money, so they don’t have to.
We work with a limited number of individuals and families, delivering tailored solutions focused on creating and preserving wealth. Everything we do is designed to put our clients’ interests first and work towards their financial aspirations.
What it Means to be Independent
For discerning families that want to ensure there are no conflicts or biases in the advice they receive, Tupicoffs is the obvious choice. It's great to know that the advice you are receiving is always going to be in your best interests.
In the context of financial advice the term ‘independent’ can only be used if an adviser meets certain criteria.
These criteria are set out to ensure that financial advisers saying they are independent, actually are. The criteria broadly mandate that independent financial advisers are to;
receive no monetary or other benefits from products and services that the financial adviser recommends to their clients.
have no conflicts of interest in products or services that may influence the financial advisers’ recommendations to clients.
Every Tupicoffs’ financial planner has signed our Declaration of Independence, and they each confirm annually they meet all the criteria to be called independent.
Independence is the cornerstone of trusted financial advice.
Independence is an important part of who we are and what we do. Every decision, every recommendation, every conversation we have, is focused on making a meaningful positive difference for our clients.
The Calibre of Tupicoffs’ Advice
A cut above the rest
Advice Experience - An invaluable asset
Tupicoffs has been providing financial advice for over 54 years. This wealth of experience, combined with our commitment to professional learning, make us uniquely qualified to help our clients with all their financial planning needs.
We have a long history of successful, holistic, independent, and professional expert advice, provided to high-net-worth individuals and their families.
Tupicoffs values the trust placed in us by every one of our clients, accordingly we hold strong values regarding our discretion, confidentiality, and independence. These traits are clear in everything that we do.
Our experience and values ensure that at all times, and in all cases, we are exclusively focused on our clients achieving their goals.
Adviser Education - A Tupicoffs’ non-negotiable
All of our financial planners have an ongoing commitment to grow their professional skills and knowledge. The CERTIFIED FINANCIAL PLANNER® (CFP) designation is the highest global standard for financial planners. It combines strict experience guidelines with a Masters level education program, and a Code of Ethics. All Tupicoffs’ Financial Planners either hold the CFP designation or are working to obtain this qualification
In Australia, the CFP designation is overseen by the Financial Advice Association of Australia (FAAA). All the financial planners at Tupicoffs are members of the FAAA and have signed up to its Code of Ethics, and Code of Professional Practice.
Tupicoffs was the first practice in Australia recognised by the Financial Advice Association as a Professional Practice. This accreditation recognises the high level of commitment to excellence and professional development within a financial advice practice.
Advice for a Lifetime
Our advice is different for every client we see. There is no one-size-fits-all. A core part of the Tupicoffs’ philosophy is recognising that every client is different and our value lies in our ability to adapt to each client’s individual needs, and provide financial advice tailored for each client’s individual circumstances.
We work with clients to build and implement a financial plan for them.
We consider and discuss alternatives, we help clients understand their choices and trade offs.
Part of our work is the ongoing management of our client's financial plans. We work with our clients long term to ensure they are meeting their goals and that their plan remains on track as the financial climate changes around us.
Feedback from our clients tells us that they value the ability to have conversations about issues or challenges they face with our advisers, they know that we will always be honest with them, and do our best to help them.