Since 1887, we have been part of the Australian financial landscape professionally managing and administering cherished estates while for the latter years helping countless clients invest their hard earned money.
Our highly professional, experienced and hardworking fund management team work with both individual and corporate clients. They deliver managed investment solutions suited to a broad range of investors.
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.
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. Learn more about who we are.
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
- Governance Documentation
- Annual Reports
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;
WE ARE THE LONG GAME
Having been part of the Australian financial landscape for over 133 years, TPT Wealth can truly say we are the long game. We have a very proud heritage and an equally exciting future. Today, TPT Wealth provides both individual and corporate clients with a range of services including Investment Management, Wills and Estate Planning and Commercial Lending.