3 tips for keeping track of your investments3 tips for keeping track of your investments3 tips for keeping track of your investments3 tips for keeping track of your investments
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09/11/2019
investment tips
09/11/2019
Categories
  • Managed Funds
  • TPT Wealth

3 tips for keeping track of your investments

Investments are an enticing option if you're looking to grow your wealth, but they can also be complex and change on a regular basis.
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07/11/2019
Estate Planning
07/11/2019
Categories
  • Estate Planning
  • TPT Wealth
  • Wills & Estates

How to talk to your family about Estate Planning

Talking about our plans for when we pass away is a very sensitive topic, one that most people would rather avoid.
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06/11/2019
Couple at kitchen counter | Growth and income funds
06/11/2019
Categories
  • Cash & Income Funds
  • Growth Funds
  • Managed Funds
  • TPT Wealth

What’s the difference between growth and income funds?

Are you looking to invest some of your hard earned money into a managed fund but can’t find your way around the jargon?
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05/11/2019
Couple driving in a convertable
05/11/2019
Categories
  • Cash & Income Funds
  • Growth Funds
  • Managed Funds
  • TPT Wealth

5 tips for choosing the right managed fund

So you’ve done some research on all the different investment options available to you and decided on investing in a managed fund.
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04/11/2019
managed funds
04/11/2019
Categories
  • Managed Funds
  • TPT Wealth

What is a managed fund?

So, you have just sold some property or come in to some money through an inheritance and it is burning a hole in your pocket but you don’t have time to research all of your different options and go through them with a fine tooth comb.
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03/11/2019
Estate
03/11/2019
Categories
  • Estate Planning
  • TPT Wealth
  • Wills & Estates

Do I have an Estate?

The answer is yes, most average Australians do have an Estate, and it’s not just wealthy people or those who own property.
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18/10/2019
TPT Wealth
18/10/2019
Categories
  • TPT Wealth

Congratulations to our lucky winner!

Congratulations Mark Lutwyche, the winner of our luxury hamper competition from the 2019 Rotary Health and Wellbeing Expo in Ulverstone.
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14/05/2019
estate planning
14/05/2019
Categories
  • Estate Planning
  • TPT Wealth
  • Wills & Estates

How do wealthy people approach estate planning?

Deciding how you want your assets distributed when you die is one of life’s most important tasks. There’s a lot we can learn from wealthy people about the best way to approach estate planning.
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    Tax and periodic statements for our managed funds are expected by late August to early September. Thank you for your patience as we finalise these documents.

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This website contains information that’s intended to be general in nature and which has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. It is essential that you obtain and read the relevant Product Disclosure Statements (PDS) and other disclosure documents including the Target Market Determinations, Financial Services Guide, Privacy Policy, Benchmark Disclosure Reporting and continuous disclosures, and you consider seeking independent professional financial, legal and taxation advice before making any financial decisions in relation to these products or services.

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Investor update: Tax and periodic statements for our managed funds are expected by late August to early September. Learn more