Tupicoffs was established in 1970 in Brisbane. The focus of Tupicoffs has always been on helping it’s clients, initially by providing personal insurances and superannuation but it since has evolved to a full service financial planning practice.

Tupicoffs offers services to clients in Brisbane, Sydney and Melbourne. Tupicoffs advise on many different aspects of financial planning. The service is holistic and includes investment advice, insurance advice, estate planning, goal setting, cashflow management, tax planning, retirement planning, debt management and other areas as required. Tupicoffs offer advice on a fee basis.

The fees are based on the work required and vary for each client. An indicative guide to fees is included under the fees section. Tupicoffs decision to offer fee based advice was based on the need to disassociate our advice from remuneration paid by financial product providers.

At Tupicoffs we believe that clients should pay for the work required not a percentage of their assets in managed funds. This has allowed us to focus on client outcomes rather than accumulating assets in managed funds.

Tupicoffs takes particular pride in the fact that many of our clients have been with the practice for over 20 years. Tupicoffs Pty Ltd has an Australian Financial Services Licence and all advice is provided by Authorised Representatives of Tupicoffs Pty Ltd. Full details of our licence is given on the Legal Information page and can also be found on the ASIC Web Site.

Tupicoffs prides itself on the quality of our people and their level of professional qualification, but most importantly their ability to turn that knowledge and expertise into practical assistance for clients. It is our aim to provide clients with honest advice that they can rely on. 

At Tupicoffs our benchmark for success is that we have made ”a meaningful positive difference” to the lives of our clients.