Finding the financial planner that best suits your needs can be difficult and time consuming, so we have developed a quick 2 minute quiz to help. No names, no email addresses, just 10 questions to help you identify whether Tupicoffs is likely to be the right fit for you.

Tupicoffs does not collect your personal data from this quiz.

Q1. Please select your age bracket

Under 30 30–40 41–50 51–60 61–70 71–80 Over 80

Q2. What is the primary reason you are seeking financial advice?

Building and managing intergenerational family wealth Planning for retirement Selling a major asset or business Navigating sudden wealth (e.g. divorce, inheritance, windfall, insurance payment) Looking for an expert to manage my finances while I manage my business Maximising Centrelink Building a strategic financial plan Other

Q3. Do you have any of the following? (Select all that apply)

Companies Trusts SMSF Multiple income sources Investment portfolio None of the above

Q4. Please select your net worth tier

(Excluding your family home and personal belongings.)

Less than $2 million $2 – $10 million $10 – $50 million $50 – $100 million $100 – $250 million $250 million +

Q5. Which of the following best describes the approach you’re looking for?

I don’t have any financial knowledge or background and need help from someone I can trust. I have a basic understanding of my financial position and am looking to engage with a financial planner to guide me through understanding more complex options and decisions. I like to do my own financial research and make my own financial decisions. I want a second opinion from my financial planner. I understand my finances but prefer to spend my time on other things.

Q6. How financially organised are you today?

I have a balance sheet for my assets and liabilities that is kept up to date regularly. My circumstances are complex and I don’t have a full understanding of my exact position. My finances are a mess and I really need help. I seem to be doing alright but I haven’t got any sort of plan for the future. My finances have suddenly changed and I am looking for assistance.