Financial Advice for Business Owners

Running a small business in Newcaslte, NSW, is no small feat. You’re juggling cash flow, growth, and risks every day. At Tenex Wealth, we get it! our financial advice for business owners is tailored to help you build wealth and protect what you’ve worked hard to create. Whether you’re a tradie, retailer, or consultant, we’ve got your back!

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.

Protect Your Business and Family

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.

Why Choose Tenex Wealth?

As local Newcastle financial advisors, we understand the unique challenges of running a small business here. We’ve helped dozens of entrepreneurs grow their wealth while minimising tax and stress. Ready to take control? Take our quick quiz—“Is Your Business Structured for Success?”—and see where you stand.

Kerrod is a very professional and knowledgeable financial advisor, with his guidance and advice into setting up investment plans. Kerrod ensures you are comfortable with what he is advising and with his thorough knowledge it makes it a very easy to follow his advice. I thoroughly recommend Kerrod and Tenex Wealth to anyone who is looking for a Financial Advisor and looking for a professional service.

Honest and reliable advise. Kerrod is transparent in everything he does and provides multiple options suited to you. All dealings where very professional, organised whilst being friendly and personable. Tenex Wealth is something everyone should visit to plan for the future.

Got referred to Kerrod from a friend, and was not disappointed. From Kerrod’s friendly personal approach, to his vast knowledge in his field everything has been beyond my expectations. Highly recommend to anyone considering an advisor.