Asset Management

Asset Management

Managing assets can be challenging, especially when you don’t have the time to stay on top of constantly changing market trends. If you’re uncertain about whether you’re making the right choices for your asset management goals, you may benefit from managed fund services instead.

Our investment management team at TPT Wealth strive to help you meet your investment goals with our managed funds, which give you access to our expertise, experience, and financial insight.

Below you’ll find answers to common questions to assist you in making more informed decisions regarding your asset management or wealth management goals. Please note that this information is intended to be general in nature and does not consider the investment objectives, financial situation, or specific needs of any individual. Before acting on any advice, consider whether it is appropriate for your circumstances and seek independent advice. Always read the relevant Product Disclosure Statements (PDS) and other disclosure documents including the Target Market Determinations before making any decisions.

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Cash & Income Funds

Aiming for capital stability and consistent investment returns.

  • Short to medium term investors
  • Generate income from a diversified portfolio
  • Assets include bonds, money markets and mortgages
  • Delivers monthly variable returns

Investment Growth Funds

Potential for higher average investment returns over the long term.

  • Long term investors
  • Assets include property, Australian and International shares
  • Short term ups and downs are part of the funds’ performance
  • Regular income streams

All investments involve various elements of risk. Whilst TPT Wealth cannot eliminate all risks associated with an investment in the TPT At Call Fund, Growth Funds and TPT Wealth Income Funds (including the risk of loss of income and capital invested), as Responsible Entity and Investment Manager we employ a range of strategies that seek to actively identify, assess, manage, and reduce risk. Neither TPT Wealth, nor MyState Limited or MyState Bank Limited guarantee the repayment of capital or the performance of the TPT At Call Fund, Growth Funds and TPT Wealth Income Funds. For important information about Funds and their risks, please refer to the Fund’s PDS and TMD.

ASIC Benchmark Disclosures:
ASIC has developed a range of benchmarks for unlisted mortgage schemes (such as the Income Funds) the enable investors to understand the risks and assess the suitability of the investments. This information is updated on a quarterly basis and made available on this website.

Why invest with TPT Wealth?

Short, medium to long term investments
Over 30 years experience
Invest in assets generally not available to retail investors
24/7 access to your investments via our online investor portal

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What is the main purpose of asset management?

People typically aim to maximise the value of their investment portfolios over time while maintaining an acceptable level of risk, so they devise asset management strategies. One way to do this is to hire an asset management service and have experts take care of their investment funds and other personal investments.

TPT Wealth’s investment management team can help achieve different investment goals. We understand that not everyone feels confident making investment decisions on their own, so we can provide an experienced and skilled professional to manage your income fund investments for you. With our managed funds, you can also pool funds with multiple investors, making it easier for you to get started investing with a relatively low capital requirement.

We strive to provide quality financial choices you can feel good about. Our investment management team has decades of experience and is also forward-thinking. We are committed to offering financial choices you can feel good about. We have been managing funds for over 40 years on behalf of investors, and we can do the same for you as well.

But before investing, it is advisable to obtain and review relevant Product Disclosure Statements (PDS) and other disclosure documents for a better understanding of managed investment funds. Please review the Target Market Determination (TMD), Financial Services Guide, Privacy Policy, Benchmark Disclosure Reporting, and continuous disclosures, which are available on the Reports & Disclosures page.

When should I consider getting an asset manager?

You can greatly benefit from the services of an asset manager if you lack the time, expertise, or desire to do asset management on your own. They can help you come up with a complete investment plan based on your current financial situation, risk tolerance, and financial goals.

People in retirement or nearing retirement may also consider getting an asset manager, as they can help create a retirement income plan that balances a person’s need for income with their desire to preserve their wealth. They can help you look into various investment options, such as conservative investments or a cash investment fund. For example: with TPT Wealth’s cash and income funds, investors with short-, medium-, and long-term investment horizons can receive regular monthly income and capital preservation.

TPT Wealth cash and income funds offer low-to-medium risk/return profiles as a result of their asset mix, benefits, risks and redemption timeframes. They may be ideal for investors seeking a relatively stable income stream and capital preservation.

Are there qualifications that must be met for asset management?

Typically, asset management services can be used by anyone, including individual investors or couples, not for profit organisations, and Small and medium businesses, but they are most commonly used by high-net-worth individuals and government entities. Asset management is best for people with a number of assets to oversee or grow. However, there are no strict requirements as to who qualifies.

Income funds

If you’re interested in investments with low- to medium-risk profiles, income funds may fit the bill. Investing in these funds may allow you to receive current distributions from interest payments and other securities aimed at preserving capital. However your capital is not guaranteed.

In terms of asset mix, benefits, risks, and redemption timeframes, income funds can present an attractive low-risk option, despite capital not being guaranteed. As compared to other types of funds, this one focuses more on generating monthly income than on capital gains.

If you are ready to get started with a TPT Wealth Cash or Income Fund, fill out the online application form on our website or download and complete the paper application form. The form is easy to complete, as you just need to choose the type of account you want, enter your details, and then follow the prompts.

Or if you would like to talk to us please feel free to get in touch with our team by phone or our online enquiry form, and we will contact you as soon as possible. You also have 24/7 access to your investment status through our online investor portal, where you can view transactions online, switch funds online, top up your existing investment, and even redeem your investment.

Contact TPT Wealth at 1300 138 04 if you have any questions regarding our managed funds or any other TPT Wealth services, or complete our online form to contact our team. Ready to invest after reading the disclosure documents? Apply today at TPT Wealth.

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