Our team has the experience and the commitment to professional learning, which makes us uniquely qualified to help our clients achieve their goals. To ensure our clients receive the Tupicoffs' quality of financial advice, each of our Independent Financial Advisers has a limited number of clients that they work with.
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By charging fee-for-service, we can provide ongoing management of our clients' financial plans. We work with them to ensure they stay on track to make modifications where the situation dictates. Our clients tell us they value the ability to have conversations about issues or challenges they face with someone who understands their situation.
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During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. To assist us, we ask that you bring in as many documents as you can, such as photo ID, tax returns, superannuation, loan and bank statements, copies of wills, insurance details, and/or a budget.
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