Tupicoffs, The Independent Financial Planners

Tupicoffs, via Mark O'Flynn, have been managing my financial portfolio for over 5 years. I was originally drawn to Tupicoffs by their "no commissions" policy. More importantly, I was looking for a financial advisor that I could work with at a professional and a personal level. I took a lot of time to select Tupicoffs from a field of 5 prospective companies. Following numerous meetings with all companies, I finally settled on Tupicoffs with a very high degree of confidence. I was, and continue to be, impressed with the level of professionalism I experience and Mark's ability to provide advice to

Tupicoffs provided invaluable assistance to me as I needed to transition from managing my solely private investment in domestic real estate into a much more diverse portfolio. They helped negotiate the market drop during early Covid with a steady hand, as well as other difficulties. While I liaise with my excellent personal advisor, the entire highly educated and well-trained Tupicoff team examines all financial decisions so that I have, at every step, been listened to, well-supported, and certain that my current and future financial security continues to be in excellent hands.

I have found this firm to be of a high professional standard. The staff are very approachable and responsive to client’s individual requirements. I feel valued as a client, my questions and requirements are treated with respect.
Decisions are transparent and only enacted after consultation with the client. Meetings - face to face (or via zoom during pandemic times) - are scheduled at least twice yearly, though the team encourage contact any time clients have a concern. This reinforces the personal care and value of the service.Further more, video messages are sent out whenever the markets show

There are not many more bigger decisions to make in life, than where and with whom, you choose to entrust a life’s savings when retirement from work comes your way. I’ve been a Tupicoffs client for twelve months and was in an industry fund for around 30 years. It didn’t take long for me to realise that I am part of a caring, professional and rewarding; in so many ways, relationship with your business and my financial planner. In my very recent annual review meeting I was able to say to my financial planner congratulations to you and the team for the performance of my plan this year. What

In the 8 years my wife and I have had our financial affairs managed by Tupicoffs, we have found them to be of the highest professional standards. Their advice has been sound and they have always provided prompt and reliable advice when asked. A twice yearly update via Zoom (available in person if required) provides us with a clear understanding of our financial position and recommendations for the future. Tupicoffs' services have enabled us to be free of much of the irksome work of planning and tracking our affairs. Highly recommended.

My financial advisor at Tupicoffs keeps me informed of the market movements and anticipated affects of government policy changes whilst also guiding me to utilize my funds in an astute way to meet my aspirations.
If I have concerns, I am welcomed to explore and understand the details more thoroughly.

We have been with Tupicoffs for approximately 3 years during which time of course there has been high volatility in the markets. One constant though is Tupicoffs measured approach remaining true to our tailored risk score which measures appetite, need and ability to take risk to meet our stated financial goals. This remains a constant milepost against which all is measured. Very happy with our planner Crystal, thank you.

Having been clients of Tupicoffs and Neil Kendall for going on 18 years, we have enjoyed peace of mind knowing that all advice has been tailored to suit our goals, expectations and risk profile. We have only the highest regard for Neil and his team, their advice, professionalism and expertise has taken the stress out of risk and portfolio management leaving us to enjoy the benefits now that we are retired and semi retired. We can HIGHLY RECOMMEND the Tupicoffs team to anyone wanting Financial Planning and or Estate Management.

We have been clients of Tupicoffs for many years now and have always valued someone helping us navigate the topic of financial security.
Over many years we have had several different direct advisors. All have been responsive and their advice is tailored and well thought through.
For the past several years Crystal has done a great job of keeping us on track and responding to our needs and changes in circumstances.
I really like that Tupicoffs operates on a fee for service basis and has done so well before it was an industry norm. That way I know their advice is not biased by commissions and it