TPT Wealth will now have national distribution capability along with new products and services.
As part of the move, TPT has launched a new investor portal for its clients. Investment management services will no longer be available via MyState Bank branches.
TPT Wealth called the move the “start of a new and exciting era” of its 132-year-old business, as it evolves its products and service offerings to be more contemporary and in line with its clients’ needs.
The business will continue to offer a range of managed funds, commercial lending as well as wills and estate management services.
Sarah Simpkins
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].