Celebrating 55 Years of Tupicoffs
We worry about your money, so you don’t have to.
55 years of progress — built one step at a time.
On July 4, Tupicoffs turns 55.
Established in 1970, Tupicoffs today centres around a simple but powerful idea: financial advice should be in the client’s best interest. Always.
We are proudly independent. We don’t accept commissions, we don’t push products, and we don’t take shortcuts. Our sole focus is giving clients the same quality of advice we’d want for ourselves and our families.
Then and now
A lot has changed since 1970. The world has seen market booms, recessions, technological revolutions, regulatory shifts, and a pandemic. But the core of good advice hasn’t changed. Listening carefully. Thinking clearly. Planning for the long term.
We’ve grown with our clients, helping them retire, sell businesses, protect wealth, and support the next generation. We now advise the children, and sometimes even grandchildren, of our original clients.
55 years of change, and consistency
Over the decades, we’ve seen enormous shifts in the financial landscape.
Superannuation has evolved from an optional employer perk to a cornerstone of retirement. The markets have weathered booms and busts. Regulatory change has transformed the advice industry. Technology has changed how we communicate, plan, invest and report.
Through it all, we’ve remained focused on the same principles:
Listen carefully.
Think long term.
Do what’s right.
Make a meaningful positive difference.
That consistency is part of why so many of our clients have been with us for decades. Some are now the next generation of clients, because their family trusted us not only with their retirement, but with their legacy.
The Value of Independence
Over the years, independence has become more than a point of difference, it’s a standard we hold ourselves to every day.
We don’t accept commissions on investments. We don’t receive payments from banks, super funds or insurers.
It means we’re not aligned to any bank or institution. It means we get paid for our advice, not for selling products. It means we’re free to recommend what we believe is truly best for each individual client. Allowing us to provide financial advice that’s strategic, considered, and focused on what’s best for you.
It’s not always the easy path, but it’s the right one. And after 55 years, we have no intention of changing course.
Helping clients navigate life’s financial turning points.
Built for the long haul
Tupicoffs has always been structured to go the distance. We don’t build advice relationships for a few years, we support our clients over decades.
That’s why we invest in people, in process, and in ongoing professional development. It’s why we take the time to understand each client’s goals, values, and concerns. As financial lives become more complex, the depth and breadth of our advice and experience becomes even more valuable.
Looking ahead with purpose and perspective.
Looking forward
We’re proud of the last 55 years, but we’re even more excited about what’s ahead.
We continue to serve high net worth families, retired and retiring business owners, and clients with complex needs across estate planning, investment structuring, business succession and retirement income planning.
We’re also preparing for the future of advice: embracing smarter systems, clearer communication, and evolving strategies to suit the next generation of clients.
No matter how the landscape shifts, we remain committed to our values: independence, integrity, and genuine care.
Thank You
To our clients, thank you for your trust.Your confidence in our advice is what allows us to keep doing what we do.
It’s a privilege to support you over time, to help you make informed decisions, and to see the impact that good financial advice can have. We've seen clients grow their wealth, retire with confidence, protect their families, and achieve goals that once seemed out of reach. We look forward to helping you achieve even more in the years ahead, with clarity, confidence, and a strong financial future built on good advice.
