Tupicoffs sets out to be a practice unlike any other in the country. A practice that thrives in a fee only world and isn’t compromised by commissions or other product based incentives. We provide genuine advice to clients, that is so respected even other financial planners and fund managers seek out our advice.  Our clients are treated the same way we would like to be treated.  

Within our business we see “advice, strategy and implementation” as our products. We have focused very heavily on identifying what adds value to clients. Implementation may be anything from reorganising loans, cancelling insurances, buying managed funds, buying shares, realising a capital gain etc.
 
As part of our strategy development, Tupicoffs advisers meet as a practice to discuss client advice and ensure we have optimised the strategy. Tupicoffs go past the surface level of advice that clients would usually receive from financial planners.  

When we initially meet with clients we explain our role is to ensure they achieve their goals. We will challenge them when they stray, support them when things may look bad and celebrate with them as they achieve their goals. We take each of these mandates seriously and find that clients value all of them.