We work to build and implement a financial plan for YOU.
Our Services
Our financial advice is tailored to the individual needs of each of our clients. Every client’s journey to wealth has a different beginning and follows its own unique path. Our advice is expertly curated for your circumstances and clearly and concisely aimed at achieving your desired goals both in the short term and the long term. Tupicoffs is by your side through all wealth management matters.
We assist with everything from the active management of your portfolio to your estate and succession planning. Getting to know our clients, allows us to build long-term client relationships that form the basis of whole-of-life wealth management advice. .
Our experience and long term client management means we know how to break down the complexities of financial advice into easily digestible information. It is important to us that our clients understand exactly what we do with their money. This understanding results in the most appropriate portfolio advice, building and preserving your wealth into the future.
We expect to meet with all of our clients regularly and we provide updates on the financial climate and its changes.
Our Services
-
Independent Financial Advisers
Comprehensive financial advice, individually tailored to every client.
-
Retirement Planning
Working with you to ensure that your money can facilitate the retirement of your dreams.
-
Investment Advice
Tailored to your interests and risk level, so your money is always in the best investments for you.
-
Superannuation & SMSF Advice
Traditional or self managed, we are well versed in the options and can help you decide which is best for your goals.
-
Property Investment Advice
Together we can ensure your investment property is perfectly chosen to help you reach your goals.
-
Business Succession Planning
Whether you're selling your business or handing it to the next generation, we are here to make sure it all goes off without a hitch.
-
Estate Planning
As comprehensive and straightforward as we can make the process, for you and your loved ones.
-
Wealth Management
We are committed to ensuring that your wealth grows the way you envision. To reach the goals you have for your financial future.
Our Fees
Tupicoffs charge an annual fee. This covers all our work for the year. There are no other fees or charges for preparing Statements of Advice or implementing recommendations and financial advice.
We do not receive any form of commission or remuneration from financial institutions. Each year our clients have the option to re-engage us for another twelve months
Our fee varies for each client based on the amount and complexity of work required. As we work with high-net-worth individuals and families there is often a higher level of complexity to the management and growth of their finances.
If we don’t think we can add more value than the cost of our financial advice then we will advise you of that. We don’t take on clients unless we believe we can add value relative to the cost.
