Proud heritage, exciting future

Frequently Asked Questions

1Why are we changing the brand?

We have been part of the Tasmanian financial landscape for over 132 years and we are very proud of our heritage. To meet the ongoing desires of our investors, we are excited about introducing you to our evolved investment services, product range and brand. The change to TPT Wealth allows us to focus on what we’re great at, which is being a quality income focused investment manager who builds strong relationships with our clients by delivering consistent fund performance and income through our funds to benefit our investors.

2Are there changes to your offices?
  • Each office has been rebranded TPT Wealth to reflect our broader product and service offering to the Tasmanian market
  • Investment Management services are no longer be available via MyState Bank branches but we are now going to provide you more access points to TPT Wealth to assist you that are hopefully more convenient.
  • Estate Planning services will continue to be available in MyState Bank branches.
  • We are providing a Kiosk for you to use in TPT Wealth offices (Hobart, Launceston and Devonport) and the Burnie MyState Bank branch, where our friendly team will be providing guided assistance to help you become familiar with the new Investor Portal.
3Are there changes to daily investment processing times?

Yes, there are earlier daily cut-offs for investment contributions and redemptions, 3pm.

4Can I continue to use TPTL Online?

TPTL has now been decommissioned so users will not be able to access this system anymore.

5Are my investments available in the new Investor Portal?
Yes, we have migrated your investor profile details and your investment holdings into the new Investor Portal.
6How can I access my statements?
You can opt-in to access your monthly Income Fund statements electronically via the Investor Portal or alternatively continue to receive printed statements quarterly in the mail.
7How can I access my investment reports?
Reports to Investors will no longer be mailed with printed statements. From December, these can be found on this website.
8What are my options if I’m unable to use the Investor Portal?
Clients that cannot use the Investor Portal can continue to undertake transactions via other existing channels, such as completing hard-copy forms and through face to face interactions in TPT Wealth offices. We can also provide limited services through our Client Relations team on 1300 138 044 or email info@tptwealth.com.au.

WE'RE HERE TO HELP


1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day

Devonport
53 Best Street
Hobart
137 Harrington Street
Launceston
Level 1, 113 Cimitiere Street

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