We worry about your money, so you don’t have to.
Welcome to Tupicoffs
The Home of Independent Financial Advice in Brisbane
Established in 1970, Tupicoffs’ financial advice is efficient, unbiased, and tailored for you.
Ensuring your wealth grows.
We listen, and we deliver results.
About Tupicoffs
With over half a century of experience, Tupicoffs has a long history of meeting the financial needs of our clients.
Part of our service as Independent Financial Advisors is to 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.
All of the financial planners at Tupicoffs are members of the Financial Advice Association of Australia (FAAA), and they have signed its Code of Ethics and Code of Professional Practice. Tupicoffs was the first practice in Australia to be recognised by the FAAA (then the FPA) as a Professional Practice.
Tupicoffs operates independently and without commissions, because we believe in advice without incentive. We were one of the first financial advice firms to commit to a fee-for-service model. All of our clients are charged a flat fee based on the work we do for them. While this fee varies from client to client based on their needs and individual circumstances, there are no surprise commissions or undisclosed charges.
At Tupicoffs we believe;
Clients deserve unbiased, independent advice.
We should offer the quality and type of advice we would expect to receive.
Every client is different, so every Tupicoffs’ financial plan is different.
In all aspects we demand the very best, from ourselves, for our clients.
We are, ‘The Money Worriers’, and we worry about your money, so you don’t have to.
Tupicoffs can help you to:
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Understand your Finances
With our financial advisers tackling your money challenges, we make understanding your financial circumstances easy.
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Feel less confused
Our team are uniquely positioned, and always on hand, to help you understand and navigate any financial challenges.
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Plan Ahead
Our experienced advisers can provide you with a long term, practical plan. We help you ensure that you meet your financial milestones.
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Focus on the Future
With our expertise behind you and our helpful team just a quick phone call away, you never need to worry about difficult financial decisions.
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Get the best advice
The advice we provide is independent, and our recommendations are always focussed on helping you reach your goals, whatever they may be.
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Adapt as Needed
Financial goals change as you do, so our advice does. Our Planners will always sit down with you to discuss whether your goals or circumstances have changed, so we can provide you with current and comprehensive advice.
Our Services
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Independent Financial Advisers
Comprehensive financial advice, individually tailored to every client.
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Retirement Planning
Working with you to ensure that your money can facilitate the retirement of your dreams.
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Investment Advice
Tailored to your interests and risk level, so your money is always in the best investments for you.
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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.
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Property Investment Advice
Together we can ensure your investment property is perfectly chosen to help you reach your goals.
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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.
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Estate Planning
As comprehensive and straightforward as we can make the process, for you and your loved ones.
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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 Team of Brisbane Financial Advisors
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Neil Kendall OAM
Certified Financial Planner®
B.Bus, DFP, FFPA
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Delma Newton
Certified Financial Planner®
B.Econ, B.Bus(Acc), DFP
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Mark Milner
Certified Financial Planner®
B.Bus (Com), Adv.DFP, JP (Qual)
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Lachlan Kendall
Financial Planner
B.Bus (Finance), DFP, JP (Qual)
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Mitch Buckley
Financial Planner
B.Comm (Fin), LLB, Grad Dip FP
Tupicoffs Awards
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2023 King's Birthday Honours Awards
Order of Australia Medal awarded to Mr Neil Kendall for Services to the Financial Planning Sector
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The Financial Advice Association Australia (Formerly FPA)
2021 Paraplanner of the Year, CFP of the Year Finalist
2020 Paraplanner of the Year Finalist
2019 Financial Planner AFP of the Year, Paraplanner of the Year, & Paraplanner of the Year Finalist
2016 Paraplanner of the Year
2015 University Student of the Year
2013 Best Practice Award, QLD
2012 Best Practice Award QLD, Best Practice Award Australia
2009 Value of Advice award Finalist
2007 Value of Advice Award QLD
2006 Value of Advice award QLD, Value of Advice award Australia -
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The Barrons Top 100 Financial Advisers Australia
2024 Barron’s Top 150 Financial Planners Australia
2022 Barron’s Top 100 Financial Planners Australia
2021 Barron’s Top 100 Financial Planners Australia
2020 Barron’s Top 100 Financial Planners Australia
2018 Barron’s Top 50 Financial Planners Australia
2017 Barron’s Top 50 Financial Planners Australia
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Money Management Awards
2016 Paraplanner of the Year
2013 Financial Planner of the Year
2012 Financial Planner of the Year - Finalist
2009 Financial Planner of the Year - Runner Up
2006 Financial Planner of the Year
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PlanPlus Global Financial Planning Awards
2019 Global Financial Planning Awards - First Runner Up
2018 Global Financial Planning Awards - Winner
2018 Global Financial Planning Awards - Second Runner-Up
2013 - Global Financial Planning Awards - Winner
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The Australian Financial Reviews Smart Investor Masterclass
2013 Smart Investor Masterclass for Financial Planning
2012 Smart Investor Masterclass for Financial Planning
2010 Smart Investor Masterclass for Financial Planning
2008 Smart Investor Masterclass for Financial Planning
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Financial Standard - The 50 Most Influential Financial Advisers
2019 FSPower 50
2017 FSPower 50
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SMSF Adviser - SMSF Awards
2017 SMSF Investment Strategist of the Year
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Top 50 Advisors
2012 Top 50 Adviser
Making A Meaningful, Positive Difference In The Lives Of Our Clients
Good quality financial advice has a long lasting positive impact on the lives of our clients, and that is what we do.
Everything we do is about achieving results for our clients. It’s what allows us to build long lasting client relationships, and it's why our clients employ us long term, and recommend us. Long term client satisfaction is why we are Brisbane’s best financial advisers.