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Investments

We specialise in creating customized investment portfolios that are both diversified and transparent, tailored to align perfectly with your financial goals.

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Building your portfolio

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

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.

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.

“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 W

“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 M

“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.”

Janis R

“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

Helping our clients make the most of their resources

investments
insurances
superannuation
debt management
Self-Managed Super Funds
Small Business

Insight Investment Partners AFSL 368 175 Authorised Representative: 1304451 Corporate Authorised Representative xxx Tenex Wealth Wealth Pty Limited ABN 32 674 328 619
This website contains general advice only. Please contact me to determine whether the information is appropriate for your particular needs, financial situation or objectives prior to making a decision.