Becoming a client of Tupicoffs requires input from both our clients and various members of the Tupicoffs team.  In your first appointment with us the process of becoming a client will be explained in detail and you can ask any questions you may have. 

The following basic steps are common to most clients;

Preparation for the Initial Appointment.
Once you have booked your initial appointment with us we will send you an email detailing what you will need to bring with you.  We also request that you think about what you would like to get out of the relationship with us and any goals you may have for yourself, your family and your future.  This enables us to understand your situation so we can give you appropriate advice.

First appointment
At this appointment you will be greeted by your Client Service Manager and meet your financial adviser.  You and your adviser will discuss why you came to see us, what you can expect from us and your goals, then you will be guided through a fact-find process to collect the information we require.  At the end of the appointment we are able to quote a fee to prepare a plan. Once you have had time to consider our service you advise if you would like to appoint us as your adviser.

Second appointment
Once a client has decided to proceed we will formulate a strategy and prepare your initial Statement of Advice. This is a comprehensive document outlining your situation, our recommended strategy, and how to implement that strategy. Your financial adviser will present this document to you ensuring you understand and are comfortable with any recommendations we have made.  After this meeting we ask you to take the advice home to thoroughly read and consider prior to your next meeting.

Third appointment
This appointment is used to discuss any questions in relation to the advice, make any necessary amendments and commence implementation.  

Ongoing Advice
When the implementation of the strategy has been completed we would usually arrange for you to come in to check everything is running smoothly and as expected.  The ongoing advice process from this point covers ad hoc advice as required, as well as a regular review process.