Last Step: Book in Your FREE 15 Minute Discovery Call
TESTIMONIALS
What others are saying
For those set to accelerate financial growth, optimise taxes, and embrace retirement freedom.
For example...
b2b
sme
directors
product-based businesses
service-based businesses
STILL NOT SURE?
Frequently Asked Questions
Here's what we usually get asked
Who do you typically work with?
We partner with driven business owners, high-achieving professionals building serious wealth, and individuals planning a confident, enjoyable retirement.
What age should I see a financial advisor?
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 call).
When is the right time to see and advisor?
When you want to take control of your money, cut unnecessary taxes, and create a financial plan that actually supports the life you want to live.
What will I get from working with you?
Clear structure and guidance to operate a profitable business. A trusted sounding board to steer you away from catastrophic financial decisions. Plus, actionable insights tailored to business owners like you.
Where are you based?
Based in Newcastle, NSW, and we work with clients across Australia, virtually or in-person.
Who don't you work with
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. Unsure? Fill out the survey, and we'll give you straight feedback.
How long is our engagement?
We prefer ongoing partnerships to drive lasting results. But if we're not adding real value, we'll fire ourselves - no hard feelings.
OUR PROCESS
Step 1: 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. We’ll explain who we are, how we work, and the value we provide. Together, we’ll agree on the scope of advice, services, and fees, and once confirmed, you’ll authorise us to prepare your personalised Statement of Advice.
Step 2: 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. We’ll explore and prioritise suitable strategies to ensure the advice supports both your short- and long-term objectives.
Step 3: Strategy Presentation
Your strategy is presented clearly and simply, starting with a reconfirmation of your goals and Risk Profile. We’ll walk you through the recommendations, explain how they work, and outline all fees in full transparency, ensuring you’re confident in the advice provided.
Step 4: Strategy Implementation
Once approved, we manage the implementation of your strategy, handling paperwork, follow-ups, and lodgements. You’ll provide Authority to Proceed, and we’ll ensure everything is executed efficiently, making adjustments where required to keep the plan aligned with your goals.
Step 5: 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, ensuring your strategies, investments, and insurances continue to support your long-term objectives.
Ready to get started?
FOUNDER & CEO
Kerrod Holland
I help business owners take control of their finances, turn their hard-earned profits into real wealth, and build a business (and life) that doesn’t own them.
Proud husband and father.
Successful business owner, financial advisor, property investor & developer.
Former professional Rugby League player. One of the worst players to play NRL, hence the 'former'.
Qualified Electrician, also former.
