By charging fee-for-service, we can provide ongoing management of our clients’ financial plans.  We work with them to ensure they stay on track to make modifications where the situation dictates. Our clients tell us they value the ability to have conversations about issues or challenges they face with someone who understands their situation. Financial confidence comes from knowing that we will always be honest with them and do our best to help them.

Under normal circumstances, we normally seek the expertise of a Financial Adviser when we are setting financial goals through different stages of life. However, there is another crucial time where the knowledge of a Financial Adviser can be a key component in making life much easier.

A Self Managed Super Fund (SMSF)  purpose is similar to that of a regular superannuation account however can potentially provide cost benefits as well as flexibility with what your retirement savings are invested in, ranging from physical gold to shares to artwork and even business premises. This article will introduce some of the costs of having a SMSF.

Tupicoffs falls under the Fee-For-Service umbrella of remuneration for Financial Planners. This means that we charge an annual fee which covers all our work for the year. There are no other fees or charges for preparing Statements of Advice or implementing recommendations, nor do we charge asset based fees.

If you type in “How do Financial Planners Measure Success?” you will find yourself in a rabbit hole of articles about “assets under management”, “building a scalable business”, and “measuring monetary success for the business.”

We worry about our clients money so they don't have to. Our role is to ensure life's financial opportunities are explored and the pitfalls avoided. We provide peace of mind for clients who have areas of interest, expertise or focus, other than their finances. We know life isn't all about money, but we also know how important financial confidence is to enjoying the other aspects of life.

As you approach a certain age, you begin to think about when you can start to slow down at work, go part time, or maybe even retire. However, when these thoughts start, many people are uncertain if they can maintain their current lifestyle during retirement.

We provide peace of mind for clients who have areas of interest, expertise or focus, other than their finances. We know life isn't all about money, but we also know how important financial confidence is to enjoying the other aspects of life.

Over recent years, has your motivation in running your business started to wane? Have you become more interested in other hobbies? Are your goals shifting? Maybe the thought of retirement is creeping in… Have you been thinking of selling your business?