Investment Advice Newcastle Residence Trust

Looking for investment advice Newcastle locals can count on? Growing wealth takes more than guesswork—it’s about smart choices tailored to your goals. At Tenex Wealth, we help Newcastle residents turn savings into thriving portfolios. Whether you’re new to investing or ready to level up, our expert financial advice gets you there.

Grow Your Wealth with Expert Strategies

Want to see your money work harder? Our investment planning dives into stocks, property, superannuation, and more. We craft strategies to match your risk appetite—whether you’re building for the future or securing passive income. With Tenex Wealth, wealth growth starts with a plan that’s all yours. We believe in more than just selecting assets and managers. We educate you on investment strategies, set realistic expectations, and help you manage emotions through market fluctuations.

Intentional investing approach

Smart financial investment advice protects your cash from inflation and unlocks opportunities. From young professionals to pre-retirees, we’ve guided locals to stronger financial futures. Gone are the days of generic risk profiles, set and forget investments and portfolios. We embrace a personalised approach that considers your time horizon, temperament, and expectations to build a portfolio that truly reflects your goals. Curious if you’re ready? Take our —“Are You Ready to Start Investing?”—and find out.

Managing your investments

For select clients, we offer management through separately managed accounts (SMAs). This dynamic approach allows us to adjust swiftly to market changes while rigorously evaluating asset managers based on performance, people, process, and fees.

Tax Effective Investment Choices

Tax awareness is critical when maximising an investment’s return. But many investors are swayed by headline performance figures and overlook this fundamental component of strategy. Tax is often the biggest cost for investors but they feel very limited by the strategies available to reduce it.

“We were referred to Kerrod at Tenex Wealth by a business associate who said he is a genuine and quick moving professional and the best financial planner he could recommend. Since my husband and I have been working with Kerrod he has proven to be exactly what we were originally told and much more. When you work with Kerrod it is a refreshing experience to deal with a professional in his industry who is authentic in his actions, results driven, moves at speed and you can quickly relax and trust in. We are so grateful for what he has already put in place and facilitated for us and very excited for the realisation of our future financial goals. His guidance and ability to walk the walk daily has given us so much confidence that we have a secret weapon available to us, so that all our effort in our employment and businesses is directed in the right areas to ultimately improve our financial security and give us more time together as a family. “

Darren & Sophie

“I cannot recommend Kerrod and the team at Tenex Wealth highly enough! Kerrod is not only professional and knowledgeable but also genuinely cares about his clients and their financial well-being. He took the time to understand my wife’s and mine unique situation and goals, providing tailored advice that was easy to understand and implement. Kerrod’s attention to detail and thorough approach gave me complete confidence in my financial plan. Whether it was navigating complex financial strategies or simply answering my questions with patience and clarity, he was always approachable and reliable.”

Daniel & Makayla

“Kerrod has been incredible to deal with. He is knowledgeable, genuine, listened to us and very thorough for the 5-year plan. I would definitely recommend Tenex Wealth to others!”

Krystal & Jake

“Kerrod at Tenex Wealth is a 10/10. Despite sitting in an office most days one could say he really stands….. he’s an outstanding, understanding and upstanding bloke. Definitely recommend to anyone looking for a financial planner.”

Daniel & Rebecca

“I highly recommend Kerrod from Tenex Wealth. We have had an excellent experience, the process and communication along the way has been smooth and consistent. Kerrod has gone above our expectations and we are excited for our future outcomes. Best in the game.”

Matt & Janis

“The advice I received from Kerrod helped me understand my financial situation better and allowed me to start making an informed decision on starting my process towards retirement (earlier than I had first thought). With Kerrod’s help and guidance I feel confident in the decisions I’m taking and would recommend their services to anyone needing financial advice.”

Jon W

Investment Advice Newcastle Residence Trust

Grow Your Wealth with Expert Strategies

Intentional investing approach

Managing your investments

Tax Effective Investment Choices

Helping our clients make the most of their resources