Peace of mind and financial support after injury
Personal, compassionate service
Experts who really understand
Dedicated Relationship Manager to support your individual needs
Choose the level of financial management support
Real people to support you
At TPT Wealth, we offer expert trustee services and personal, compassionate support for people who receive a lump sum compensation payment for damages arising from medical negligence, motor vehicle accidents, workplace accidents, or other personal injuries.
Working in collaboration with families and your support network of legal, financial and allied health professionals, we’ll take the time to get to know you and your unique circumstances, so we can tailor our service to help you achieve your personal goals and your ideal lifestyle.
Read more about our experienced team.
Personalised service to meet your needs
We understand the emotional and financial toll that personal injuries can take. Our approach ensures that you receive expert assistance as well as respect and compassion during this challenging time. With a dedicated one-on-one Relationship Manager to develop a personalised strategy for you, you can choose to receive as much or as little hands-on support as you like.
Everyday financial management
Full financial management support including budgeting, paying bills, accessing support services, insurance, taxation and overseeing investments. You have the freedom and flexibility to choose the level of support you would like for day-to-day finances.
Major purchases
Direct purchasing, and releasing funds for a major purchase. From renovations or new equipment to support your mobility, to paying for a car, house or overseas holiday, we’re here to support you.
Investments and financial advice
We take responsibility for ensuring your compensation funds are invested prudently. For your peace of mind, we engage an independent licensed financial adviser with personal injury experience to meet with you. The adviser will prepare a statement of advice and a plan to secure your financial future whilst also meeting your expenses and goals over your lifetime.
Registration and reporting
Support with your National Disability Insurance Scheme (NDIS) registration, record keeping and preparation of reports to government bodies.
Fees and charges
Each client’s situation is different, so we quote for our services on a case-by-case basis. Please contact us to discuss an initial quote and we’ll provide you with a detailed proposal.
Talk to us
You can get to know our experienced team or make an enquiry here and one of our helpful staff will contact you.
