Our Services

    Making the most of your resources.

    Good financial advice isn't about picking investments — it's helping you make better decisions consistently, especially when it matters most.

    How can a financial adviser in Newcastle help you?

    Investment advice

    We build diversified investment portfolios matched to your goals, timeframe and tax position, then review them as your life changes.

    Explore investment advice

    Personal insurance

    We review your life, TPD, trauma and income protection cover, inside and outside super, so your family and income are protected at a sensible cost.

    Explore personal insurance

    Superannuation

    We help you choose the right fund and investment mix, use contribution caps well and plan the move from accumulation to retirement income.

    Explore superannuation advice

    Self-managed super funds (SMSFs)

    We help you decide whether an SMSF suits you, then set it up and manage the investment strategy and compliance with your accountant.

    Explore SMSF advice

    Debt management

    We help you decide which debts to keep, which to clear first and how to balance paying down debt with building wealth.

    Explore debt management

    Advice for business owners

    We connect your business and personal finances: excess business cash, structures, super for owners and succession planning.

    Explore business owner advice

    Retirement planning

    We show you whether your super and savings are enough, and plan the income, tax and Age Pension strategy to make them last.

    Explore retirement planning

    Not sure where to start? Book a free chat

    Ready when you are

    Let's build the life
    you've been working for.

    Book your free chat
    Tenex Wealth

    Modern financial advice for business owners, pre-retirees and high-income earners across Australia.

    Contact

    Tenex Wealth Pty Ltd ABN 32 674 328 619 is a Corporate Authorised Representative (CAR No. 001310645) of Insight Investment Partners Pty Ltd, AFSL 368175.

    General advice warning: The information on this website is general in nature and does not take into account your objectives, financial situation or needs. Before acting on any information, consider whether it is appropriate for you and read the relevant Product Disclosure Statement and Target Market Determination. We recommend you seek personal financial advice before making any financial decision.

    © 2026 Tenex Wealth. All rights reserved.

    Newcastle · Sydney · Australia-wide