Celebrating 50 years - The Little Red Bear
“The formula to our longevity and success has been our focus on clients,” Neil says. “Throughout those 50 years, we’ve always been consistent about doing the right thing for clients. We’ve also been clear on what we do and it’s very simple: we worry about our clients’ money so they don’t have to.”
End of Year Update 2019
Neil Kendall, Managing Director, gives an end of year update for 2019.
Barrons Top Financial Planners
Barron's Top 50 Financial Planners - Neil Kendall, CFP, was one of only 5 QLD financial planners who made the Barron's Top 50 Australian Financial Planners 2 years in a row!
Worrying About Others Money - The Australian
Tupicoffs Managing Director, Neil Kendall is in today’s issue of the Australian. “We worry about people’s money, so they don’t have to.”
From Adviser To Restaurateur And Back
“It was about putting the clients first and that was what I was always about,” he says. “Clients know that they pay a flat fee and I don’t get any more money for recommending a certain product.”
Australia’s Most Awarded Financial Planners
Including a spot in the Barrons top 50 and Financial Standards 50 Most influential Financial Planners - see why Tupicoffs are Australia's most awarded Financial Planners
Financial Standards Most Influential Advisers
Managing Director Neil Kendall named as one of the most influential financial advisers in the country in the Financial Standard Power 50!
Australia’s Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day
Australia’s Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day
ASIC Clarifies Its Position On The Use Of 'Independently Owned’
ASIC has clarified its position on the use of restricted terms relating to the independence of financial advisers after seeking external legal advice on whether phrases such as 'independently owned' are restricted terms under s923A of the Corporations Act (the Act).
Federal Budget Update 2017/18
2017/18 Federal Budget Update by Neil Kendall - Managing Director of Tupicoffs, The Independent Financial Planners.
Griffith University wins big at the Financial Planning Australia Awards
Recently, our Paraplanner Cynthia was featured in a great article by Griffith University. They discussed her win as Paraplanner of the Year at the FPA Awards, and what it meant for her.
In position to make an impact on millions of lives
When Neil Kendall first got into financial planning, he thought he had an opportunity to change the lives of 100 families. When he started a financial planning practice, he thought the opportunity would be greater - perhaps 1000 families. But even that falls short of where he is now.
FPA Awards 2016
We would like to happily announce the recent achievement of our Senior Paraplanner, Cynthia Sercombe. Cynthia has won the 2016 FPA Paraplanner of the year award. T
November 2016 - U.S. Election Update
Election Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
Superannuation Changes September 2016
Investment Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
Financial Advice: Only 42 Independent Financial Advisors in Australia
According to the superguide.com.au website, there are only 42 independent financial planners in Australia, all Tupicoffs planners are now included in this 42.
Tupicoffs Signs Declaration of Independence
Australia's most awarded financial planning practice celebrated a rare industry milestone today, meeting all the legislative criteria required to sign their very own Declaration of Independence, according to Tupicoffs Managing Director, Neil Kendall,