Superannuation

Navigating the complexities of superannuation can seem daunting, we're here to simplify the process so you can maximise your nest egg with confidence.

Choosing the right fund

Choosing the right superannuation fund is crucial. We’ll guide you through the options to ensure your choice aligns with your financial goals and retirement plans.

Investment strategy

Your investment mix within your superannuation can significantly impact your retirement savings. Whether you’re aiming for growth or stability, we’ll tailor a strategy that suits your stage of life and risk tolerance.

Contributions strategy

From regular contributions to strategies like catch-up contributions, spouse contributions, and downsizer contributions, we’ll help you leverage these opportunities to optimise your superannuation and minimise your tax liabilities.

Planning for retirement

Planning for retirement involves more than just saving. We’ll assist you in developing a comprehensive retirement plan that considers your lifestyle goals, potential market fluctuations, and ensures your financial security well into the future.

Why Superannuation matters

Australia’s superannuation system is among the best globally, offering numerous opportunities to grow your retirement savings tax-efficiently. Understanding these rules and opportunities can make a significant difference in achieving your retirement aspirations.

“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