TENEX WEALTH

The modern way to build wealth.

Strategy, superannuation, investments and insurance - planned, managed and reviewed in one place with a dedicated adviser.

Book a free chat

Why Tenex Wealth

Clarity around your finances
shouldn't feel complicated.

Tenex Wealth is a financial advice firm based in Warners Bay, Newcastle NSW, founded by Kerrod Holland. Our advisers help business owners, pre-retirees and high-income earners across Lake Macquarie, the Hunter and Australia with superannuation, SMSFs, investments, personal insurance, debt and retirement planning.

Navigate big decisions

Life's pivotal moments come with uncertainty. We build strategies aligned with your values so you move forward with confidence.

Achieve your goals

Our team specialises in growing assets and liberating your time so you can focus on what truly matters to you.

Master your finances

Structured strategies help you save smarter, invest wisely, and enhance your net worth.

What we do

InvestmentsSuperannuationSMSFsDebt ManagementPersonal InsuranceSmall BusinessRetirement PlanningTax StrategyInvestmentsSuperannuationSMSFsDebt ManagementPersonal InsuranceSmall BusinessRetirement PlanningTax Strategy

Our philosophy

Good advice isn't about picking investments.

It's about helping you make better decisions consistently, especially when it matters most.

We're a sounding board, a strategist, and a steady hand when things feel uncertain. Because avoiding one bad decision can be more valuable than making ten good ones. As your local financial planner in Newcastle, we're with you for every decision along the way.

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 now want clarity, structure and confidence in what comes next.

You're successful, time-poor, and tired of generic advice. You want a strategist in your corner who understands the full picture.

Services

One firm. Every part
of your financial life.

View all services

Investment Advice

Growing wealth takes more than guesswork, it's about smart choices tailored to your goals. We help you turn savings into thriving portfolios.

Personal Insurances

We understand the importance of protecting what matters most.

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.

Debt Management

We'll collaborate and guide your decision on which debts to take on and create a tailored strategy to efficiently pay them down.

Self-Managed Super Funds

Unsure if a Self-Managed Super Fund (SMSF) is the right strategy for you? We specialise in guiding you through the complexities and opportunities of managing your retirement savings.

Financial Advice for Business Owners

Running a small business is no small feat. Our financial advice for business owners is tailored to help you build wealth and protect what you've worked hard to create.

Client stories

Real people. Real outcomes.

Questions

Everything you were wondering.

We partner with driven business owners, high-achieving professionals building serious wealth, and individuals planning a confident, enjoyable retirement.

There is no right or wrong. Whenever you feel uncertain about money, or the future of your money and you want to gain clarity — we'll let you know if you're not ready yet in a first 15 minute discovery call.

What you won't get is guaranteed investment returns. What you will get is the certainty to make informed decisions. We build a plan tailored to you, your goals, your dreams so that you can live life on your terms without the stress of money.

Based in Newcastle, NSW, working with clients across Australia — virtually or in-person.

We don't work with everyone. Integrity matters to us more than money. If we can't genuinely add value to you or your business, we'll let you know politely and point you toward better options.

We prefer ongoing partnerships to drive lasting results. But if we're not adding real value, we'll fire ourselves — no hard feelings.

Visit Us

Based in Newcastle.

Serving clients across the Hunter region and beyond. Drop in, or meet with us online. Whatever works best for you.

5b/335 Hillsborough Rd, Warners Bay NSW 2282

Ready when you are

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

Book your free chat

The modern way to build wealth.

Clarity around your financesshouldn't feel complicated.

Navigate big decisions

Achieve your goals

Master your finances

Good advice isn't about picking investments.

For those ready to take the next step with their finances.

One firm. Every partof your financial life.

Investment Advice

Personal Insurances

Superannuation

Debt Management

Self-Managed Super Funds

Financial Advice for Business Owners

Real people. Real outcomes.

Everything you were wondering.

Who do you typically work with?

What age should I see a financial advisor?

What will I get from working with you?

Where are you based?

Who don't you work with?

How long is our engagement?

Based in Newcastle.

Let's build the lifeyou've been working for.

Clarity around your finances
shouldn't feel complicated.

One firm. Every part
of your financial life.

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