Balancing retirement income for the lifestyle you deserve

Retirement is the perfect time to travel and explore new destinations but balancing the need for regular income while trying to preserve the value of your investments can be challenging; especially in an ever-changing financial market environment.

With TPT Wealth cash and income funds, you can take comfort in knowing an experienced in-house investment team reviews funds daily to manage that balance on your behalf. It’s how they’ve been successfully managing investments through economic cycles for decades.

Founded as a Tasmanian trustee company in 1887, TPT Wealth’s local commitment runs deep. The organisation proudly honours its heritage with ongoing work to administer estates and charitable trusts, and with a firm eye on protecting the future became a signatory of the United Nations-supported Principals of Responsible Investment in July 2022.

Everyone’s future looks different. There is no way to predict it, but you can make financial choices that help you maintain your lifestyle in retirement. Find out more at tptwealth.com.au.