Tupicoffs, The Independent Financial Planners 410 Ann Street, Brisbane City, Queensland 4000

"My FB for a number of years, Had to leave because of partner going into nursing home consequently no finances to invest after paying RAD, had to get another FP for advice in the area of aged care."

"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 me that is always timely and in terms I can fully understand. To date I cannot fault the advice and guidance provided despite the uncertainty of the last 18 months due to Covid-19."

"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 a concerning level of volatility so that clients remain cognisant of Tupicoffs monitoring and advice around all financial matters. I have great confidence in Tupicoffs’ management of my portfolio, their advice and responsiveness to both the market and my needs current and future. I believe the service the firm provides is definitely ‘value for money’."

"We consider ourselves fortunate to have Tupicoffs looking after our financial portfolio. The Tupicoffs team is always helpful & pleasant to deal with. Our financial advisor, Mark Milner, has consistently provided us with sound advice, professional service and his proficient management of our funds reflects his considerable expertise. We have confidence in Mark’s & Tupicoffs’ handling of our financial affairs. They keep abreast of market trends, have their finger on the pulse and, importantly, communicate well with us when needed. For us it is reassuring to know that our nest egg is being managed by Mark & Tupicoffs, who do worry about our money for us! Tony & Heather"