Our clients are discerning people who are looking for individually tailored financial advice.
Who our current financial plannings clients are…
We specialise in clients over 45 years old and enjoy solving more complex financial planning challenges. Our clients understand the value of good advice and appreciate the benefits of our completely independent financial planning model.
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 to 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
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.
What Our Clients Are Saying
“We have been members of Tupicoffs for 8 years and have always been thoroughly pleased with our Financial Advice whilst being with them. No more stressing over a Share Portfolio we had, we leave it for Simon & the Team to do the worrying for us. VERY HIGHLY RECOMMEND..”
— G & C. Howcroft
“Tupicoffs have been outstanding in regards to their advice and the professionalism. I love the fact they offer independent financial planning, so you know they are choosing a solution that is best for you (whereas other financial planners might choose an option that pays them a good commission). Neil Kendall is outstanding and I can comfortably recommend meeting with Tupicoffs to see if they can help you.”
— J. Renzie
“We have been with Tupicoffs for a number of years now and can thoroughly recommend them. Neil Kendall and his team are always professional and thoughtful in creating a personalised plan for our needs. All their advice has been well-explained and carefully thought through, taking into account our preferences, our lifestyle and our needs for the future. We have no hesitation in recommending Tupicoffs to others.”
— J. Ewing
“We have been with Tupicoffs since 2005 when we sold our business and began the transition to retirement. From day 1 we felt we were in very good hands, with Neil and the entire team creating a culture of excellence and trust. We sleep very well at night knowing that our financial affairs are in very safe hands, and we appreciate very much the worrying is being done for us! In the 13 years of our association we can honestly say we have never had a day of doubt about the quality of the team, the advice or the outcomes, and so happily recommend Tupicoffs to anyone requiring first class assistance in managing their finances.”