Our clients are looking for expertise, experience, and individually tailored financial advice.
Our Clients
Introducing the Tupicoffs’ Client
Much like a doctor, financial advisers can also specialise. There is such a wide range of advice and knowledge within the financial planning profession that choosing a specialist can help you get the highest quality of advice.
At Tupicoffs we specialise in maintaining and growing existing wealth.
Tupicoffs’ clients often bring complex portfolios that require our unique expertise to manage effectively. Our clients are often over 45 years of age, business owners, or retired business owners. We also specialise in advising the ‘Suddenly Wealthy’. These are clients who might be the beneficiary of a large estate, clients who have won the lottery, or sometimes divorcees. Professional sports people, media personalities, and online celebrities whose careers are often brief but bright, are another area of specialty for Tupicoffs. We are the experts at tailored, independent, wealth management.
Our clients understand the value of good advice and appreciate the benefits of the Tupicoffs’ independent financial planning model.
We offer independent advice, meaning;
We charge no commissions to clients,
We do not restrict the products recommended to clients, and
We do not receive any gifts or other benefits from the providers of products.
We work on a fee-for-service financial planning model. This means that we charge an annual fee, which covers all our work for the year. Our fee varies for each client based on the amount and complexity of work required.
Business Owners
Many of our clients are business owners or retired business owners. Often they are very successful in their chosen field and prefer to spend their time on that, rather than managing their personal finances.
High Income Earners
Our service is suitable for clients who want to eliminate the burden of managing their own complex financial situations. We specialise in assisting those who have achieved a high level of wealth, looking to outsource the day to day management of their assets to a team dedicated to monitoring and managing their situation closely.
Retirees & Pre-retirees
Our retired clients consistently tell us they didn't retire to take on a job managing their finances. They want to enjoy the rewards of retirement and outsource the burden of financial management to someone they can trust.
Suddenly Wealthy
Sometimes, for a wide range of reasons, our clients acquire sudden or unexpected wealth. This can occur for a variety of reasons including an inheritance or a divorce. We excel at helping our clients in this situation make the most of their wealth influx. Everyone wants to achieve something different in this situation. But there remains a common thread, preservation. Clients want to preserve their newfound wealth, to either carry them through their lives or to set up their families for ongoing generational wealth. We are here to help clients live their best lives while ensuring their wealth lasts.
Short-term High-Impact
There are a number of careers that people know going in they will not be able to do forever. The tenure of a professional sports person or a Mining Engineer may not be all the way to 67. These careers can be hard on the body or the conditions can be difficult as youth starts to fade. Our job as financial advisers is to ensure that these clients are set up for a long and successful life even after they leave their chosen career. They may go on to hold other jobs in their sector, but if managed correctly, a professional athlete may never need to work again once they retire from their sport.
Are we the right fit for you?
It’s important to find the right financial planner for your situation, and we recognise that everyone’s needs are different.
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
Q2. What is the primary reason you are seeking financial advice?
Q3. Do you have any of the following? (Select all that apply)
Q4. Please select your net worth tier
(Excluding your family home and personal belongings.)
