Capatilising on your small business

Being a business owner entails a range of financial responsibilities that may not be immediately apparent. We're here to guide you through these responsibilities from the early stages and beyond.

Helping small business owners achieve their financial goals

We celebrate the entrepreneurial spirit and the journey of starting and growing a small business. You work hard for your money, don’t leave it on the table by not having the correct strategy and structures in place to capalise on your hard work. We’ll show you how to work for your money once, and let it work for you forever.

Family Trusts & Investment Companies

As a business owner, ensuring that you and your family retain as much of your hard-earned money as possible is crucial, especially when managing the impact of taxes. It’s natural to feel cautious about profits, but in reality, generating profits in your business is an opportunity for growth and financial advancement. Profits enable you to access more favourable lending options and, importantly, create a pathway to more sophisticated tax and wealth strategies.

One effective strategy is directing profits through a family trust and into an investment company. This approach offers the potential for greater control, asset protection, and opportunities for creating long-term, intergenerational wealth.

By working with a trusted financial advisor, you can navigate these strategies confidently and ensure that your business is not just a source of income, but a vehicle for sustainable wealth creation for you and your family.

“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

Capatilising on your small business

Being a business owner entails a range of financial responsibilities that may not be immediately apparent. We're here to guide you through these responsibilities from the early stages and beyond.

Helping small business owners achieve their financial goals

Family Trusts & Investment Companies

Helping our clients make the most of their resources