Financial Planning

To provide you with better services and products, the financial planning services of MyState and Tasmanian Perpetual Trustees joined together to create a stronger and enhanced financial planning practice.

Our financial planning services are offered by MyState Wealth Management, a registered business name of Tasmanian Perpetual Trustees.  MyState Wealth Management offers comprehensive financial planning services under the Australian Financial Services Licence held by Tasmanian Perpetual Trustees.

As a result of this enhanced offering, MyState Wealth Management clients have access to increased investment product choices. The new product offering includes the MyState Wealth Management Investment Account where you will be able to access a new MyState Cash Management Account, MyState Term Deposits, Tasmanian Perpetual Trustees Mortgage Fund, as well as other investment funds and share offerings.

Find out more about the enhanced MyState Wealth Management practice.

TPTL Online