Our Services
Strategic Advice for Every Stage of Wealth
At Tupicoffs, we provide tailored financial advice built on long-term relationships, deep understanding, and uncompromising independence.
Every client’s path to wealth is unique whether it begins with a business, a career, or a family legacy. We deliver clear, strategic advice that evolves in conjunction with your circumstances and goals.
From portfolio oversight to estate and succession planning, we offer whole-of-life financial guidance. Our experience allows us to simplify the complexity of your finances, so you always understand the strategy behind our advice.
We expect to meet regularly with all our clients, and we provide ongoing guidance and updates as the financial landscape shifts ensuring your financial strategy stays aligned, relevant, and effective.
Our clients typically include business owners, high net worth families, and individuals managing significant portfolios — people who value clarity, strategy, and long-term trust.. We provide the expertise and discretion to protect and grow wealth across generations.
Independent Advice
Truly unbiased, fee-for-service advice, that’s always in your best interests.
Wealth Management
Tailored strategies to protect and grow your wealth without institutional bias.
Investment Advice
Evidence-based investment strategies aligned with your long-term goals.
Retirement Planning
Turn your wealth into lasting income with a tax-aware retirement strategy.
Superannuation
Confidently grow your retirement savings with expert, long-term oversight.
SMSF
Structure and control your self-managed fund with clear, ongoing advice.
Estate Planning
Ensure your assets transfer with clarity, control, and legal precision.
Intergenerational Wealth
Preserve family wealth and values across generations with structured planning.
Philanthropy
Make your giving purposeful, tax-effective, and aligned with your legacy.
Business Succession
Secure your exit and preserve value with structured succession and transition planning.
Tax Planning
Lower your tax obligations with strategies tailored to your financial goals and evolving circumstances.
Property Investment
Invest with confidence using structured advice that aligns property strategy with your long-term wealth goals.
Our Fees
Tupicoffs operates on a fee-for-service basis, this means that we charge an annual fee. This fee covers all our work for the year. There are no other fees or charges for preparing Statements of Advice or implementing recommendations and financial advice.
We do not receive any form of commission or remuneration from financial institutions. Each year our clients have the option to re-engage us for another twelve months
Our fee varies for each client based on the amount and complexity of work required. As we work with high-net-worth individuals and families there is often a higher level of complexity to the management and growth of their finances.
If we don’t think we can add more value than the cost of our financial advice then we will advise you of that. We don’t take on clients unless we believe we can add value relative to the cost.
