Tenex Wealth
The modern way to build wealth.
Strategy, superannuation, investments and insurance, planned, managed and reviewed in one place with a dedicated adviser who understands the full picture.
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Client stories
Real people. Real outcomes.
Justin's story
As the owner of Junkyard Skips, Justin built his business from the ground up. But with success came the pressure of carrying every decision and responsibility on his shoulders.
The stress began to take a toll. His mind was constantly racing, he struggled to switch off, and he knew it wasn't sustainable for his health.
Working with Kerrod gave Justin the support and clarity he needed. Together, they focused on creating the right structures around his business and personal wealth, helping him make smarter financial decisions, protect what he had built, and plan for the future.
From simple day-to-day questions to complex business decisions, Justin knows he has someone in his corner. With the right strategy in place, he's finally starting to see the light at the end of the tunnel and feel confident about what's ahead.
Jon's story
After 23 years as a machine operator at BHP Mount Arthur Coal, Jon knew the demands of shift work were taking a toll on his health, lifestyle, and family time.
While Jon already had an advisor who was doing a good job, Kerrod approached his situation with a different strategy by fine-tuning his plan, removing unnecessary insurance costs and fees, and creating a clearer path towards retirement.
Jon originally thought he would need to keep working until 65, but with the right strategy in place, he was able to retire at 62 and transition comfortably into long service leave.
Today, Jon has confidence knowing his financial future is secure. He trusts our advice because he knows we're focused on the same goal - putting his best interests first and helping him enjoy the retirement he worked so hard for.
Still not sure?
Everything you were wondering.
Who we help
For those ready to take the next step with their finances.
We partner with high income earners, business owners, pre-retirees and retirees who want clarity, structure and confidence in what comes next.
How it works
Our process.
01
Introductory Meeting
We begin by discussing your current financial position, goals, and objectives to understand your needs and determine whether Tenex Wealth is the right fit.
02
Discovery Meeting
We gather detailed financial information and conduct research to develop a tailored Statement of Advice aligned with your goals and Investor Risk Profile.
03
Strategy Presentation
Your strategy is presented clearly and simply, starting with a reconfirmation of your goals. We walk you through recommendations and outline all fees in full transparency.
04
Strategy Implementation
Once approved, we manage the implementation of your strategy — paperwork, follow-ups, and lodgements — keeping the plan aligned with your goals.
05
Ongoing Service & Review
We confirm all implemented strategies and remain available for ongoing support. Your plan is reviewed regularly and updated as your circumstances change.
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