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 over $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. We became a signatory of the United Nations-supported Principals of Responsible Investment in July 2022.
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.