WHY TPT WEALTH?
TPT Wealth is a major provider of financial products and services. We’ve been playing the long game since we established back in 1887. We are a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd.
Locally owned
and operated
Over 130 Years
Supporting our clients
Generational Stability
We are the long game
LOOKING FOR A MANAGED FUND?
There are a range of different funds to choose from, each have different asset mixes and risk profiles, so you can choose the ones that best suits your needs.
Select Mortgage Fund
- Min term:
1 year - 1 Year performance:
2.64% - Min balance:
$25,000
At Call Fund
- Min term:
None - 1 Year performance:
0.99% - Min balance:
$1,000
Fixed Term Fund
- Min term:
6 months - 1 Year performance:
2.59% - Min balance:
$5,000
Long Term Fund
- Min term:
9 months - 1 Year performance:
2.60% - Min balance:
$5,000
Performance is quoted per annum after fees. These rates assume reinvestment of income and applicable net-realised capital gains over 12 months. Past performance is not a reliable indicator of future performance.
LATEST NEWS
To reflect our new brand, TPT Wealth has changed the names of the Income Funds, and released a new Product Disclosure Statement (PDS) dated 2 December 2019.
Please be advised, with the implementation of the new system processing timeframes have changed.
WE'RE HERE TO HELP
1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day
