We feel very lucky to have found Tupicoffs and Neil Kendall. Having Neil manage our finances has made us feel that we have our finances in order and that our financial future is secure. Neil has a great manner and strong ethical compass. He does a lot of work to improve the financial services industry, which we admire greatly. Tupicoffs has a terrific reputation, the staff are very efficient and follow up is exceptional. Neil has provided a holistic financial service which importantly has always considered our aims in life and ensured we have appropriate wills, super fund and investment mix and are making timely decisions around taxation. Neil has protected our asset as a first priority, and also built it substantially. Most importantly, perhaps, Neil has largely taken the worry out of managing our assets at this time of our lives. He now worries for us! We are very happy with the service! Thanks Neil.
We were introduced to Tupicoffs Financial Planners by our accountant about nine years ago, after the purchase of a rental property in an effort to plan for our retirement. The financial planning provided by Tupicoffs to date has met our goals and has given us peace of mind as we have full confidence in their recommendations and professional advice.The Tupicoffs staff are very professional and courteous in their dealings with us, always ready to reassure us in times of global financial crisis. We have found Tupicoffs have exceeded our expectation and have no reservation in recommending Tupicoffs to anyone seeking financial advice in planning for retirement.
In all my experiences with Tupicoffs, I have found them to be totally independent and very professional. I have great confidence in their advice and am very pleased with their service. Top marks!
We have been with Tupicoffs for over a decade. Sensible, proactive, reliable financial advice. Highly recommend the comprehensive and personal services that they have provided.