At TPT Wealth, we strive to give you that feeling you get from knowing you’ve made the right call for your financial future.
Founded as a trustee company in Tasmania in 1887, we combine decades of experience and deep understanding with a firm eye on the future, to help you make financial choices you can feel good about.
From Managed Funds, to Commercial Lending, to Wills and Estate Planning, our range of financial services are aimed at helping you protect your wealth, no matter what stage of life you’re in.
We manage investments on behalf of investors Australia-wide, with funds under management of c.$1 billion.
We proudly continue to honour our heritage, supporting the local Tasmanian community with our ongoing work to administer estates and charitable trusts including the MyState Foundation.
Everyone’s future looks different. You can’t always predict it, but you can make financial choices that help protect it. We’re here to help you do just that.
Managed Funds
Our highly professional, experienced and hardworking fund management team work with both individual and corporate clients. They deliver managed fund solutions suited to a broad range of investors. Access your investment status 24/7 via our online investor portal.
Wills, Estates & Trusts
Our Estate Planners have access to all of the tools and experience to make the Estate Planning and Administration process as simple and stress-free as possible. This ensures that family legacies are truly valued and distributed in line with wishes.
Commercial Lending
Providing tailored lending packages and first mortgage finance for your commercial and business purposes.
Our Team
Our team are here for you. We are proud of the personal service we provide to our clients and bring together years of experience working in the financial services industry and a great passion for what we do.
Governance
TPT Wealth is a Tasmanian based provider of financial products and services. Established in 1887, TPT Wealth is a Trustee Company authorised under the Trustee Companies Act 1953 and is a wholly owned subsidiary of MyState Limited.
Please visit the MyState Limited website to access:
- Corporate Governance Framework
- Code of Corporate Conduct
- Code of Personal Conduct
- Statement Roles
- Board Committee Charters
- Policies
- Governance Documentation
- Annual Reports
Customer Charter
Managing your assets and investments along with planning for your future, are things you have to do, but you choose to do it with us, and we’re privileged to do it with you.
That’s not something we take lightly, so we’ve decided to put pen to paper and formalise the commitment we’ve always made to you.
Every word of our Customer Charter has been thoughtfully pieced together with the ethos that we will always do better by you, so you are well prepared for what the future holds.
We’re committed to:
These commitments to you are lived and breathed in every way by your team at TPT Wealth and build the standard you can always expect from us. We also love talking about our Customer Charter, so if you have any questions get in touch with us on 1300 138 044 or at info@tptwealth.com.au
