Stop Wondering If Your Super Is Enough

Most pre-retirees hit 50+ and realise they've never had a real plan. We help you test yours before you need it, so retirement feels possible, not scary.

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Real Australians, real retirement plans

Hear it from Jon.

What our clients say on Google

For retirees who want their money working as hard as they did

For example...

Pre-retirees 50+

Recently retired

Self-funded retirees

Business owners winding down

Couples planning together

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How we help

Retirement is one of the most important financial transitions you'll make

But for many, it's approached without a clear plan. We help you understand where you stand today, what your future could look like, and how to structure your wealth to support it.

Choosing the Right Fund

Choosing the right superannuation fund is a critical decision that can have a long-term impact on your retirement outcomes. With a wide range of options available, each with different fee structures, investment approaches and features, we help you understand the differences and identify a fund that aligns with your goals.

Investment Strategy

Your investment mix within your superannuation plays a key role in how your retirement savings grow over time. We design a tailored strategy that suits your stage of life, then review and adjust your allocation as your circumstances evolve.

Contributions Strategy

Making the most of your super isn't just about where it's invested — it's also about how you contribute. From concessional and catch-up contributions to spouse and downsizer contributions, we structure an approach that optimises your position and minimises unnecessary tax.

FAQs

Frequently asked questions

Our process

How we work with you

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: A Partner for Life

Retirement isn't a one-off decision, it's decades of decisions. We stay alongside you for the long haul, reviewing your plan as markets, legislation and your own circumstances change. Whether it's a Centrelink change, a health event, helping the kids, or simply reassurance that you're still on track, you have someone in your corner for life, not just for the first year.

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