
Tupicoffs offer advice on a fee only basis. Our fee is based on the work required and varies for each client. Our 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. Clients of Tupicoffs pay an annual flat-rate ongoing advice fee. This is invoiced on completion of the presentation of your initial Statement of Advice and is then payable each year on the anniversary of that date. The initial work required to give you appropriate advice when you become a client is billed on presentation of your initial Statement of Advice.
