TNR Wealth Management
Personal Financial Planning and Wealth Management Services in the Northern Rivers
TNR Wealth Management is an experienced team offering Financial Planning Services in Software
Our professional financial planning team
Our team wants to help you ensure your family’s financial security. We know everyone has different goals, so we will customize our approach to suit your needs.
We’re committed to excellence in every aspect of our work and will build a strong, trustworthy relationship with you. We have years of experience and expertise in personal finance, so we’re confident in our ability to guide you through this complicated field.
Our Financial Advisers are authorised representatives of Fortnum Private Wealth (AFSL 357306). Our Financial Services Guide (FSG) provides you with important information about Fortnum Private Wealth (Fortnum), TNR Wealth Management and our Financial Advisers. It is important to read the information provided so you can make an informed decision about whether to use the services offered by us.
Brett McPherson
Brett has over 14 years of experience in financial services and has spent over 12 of those as an Adviser. Brett is committed to applying his experience and knowledge to provide quality strategic advice to clients allowing them to achieve the best possible outcomes. He works with clients at any stage of life, especially those that are nearing or have retired. He understands that every client’s financial and life circumstances are different and is committed to tailoring a solution personalised to them. Brett enjoys taking the complex and confusion out of financial matters and explaining it in a way which is easily understood by his clients.
Bachelor of Commerce (BComm)
Diploma of Financial Planning (DFP)
Caroline Hood
Caroline has over 20 years’ experience working in the Financial Services sector. She has held several roles within the industry – with Bank of Ireland Asset Management, Vanguard Investments Australia, and AMP Financial Services. Through these roles and experiences, as well as her formal studies, Caroline has gained extensive knowledge of investment management, portfolio management and the financial planning industry.
Master of Applied Finance (MAppFin)
Bachelor of Business Studies (BBS)
Diploma of Financial Planning (DFP)
Our Wealth Planning And Financial Advice Services
Our specialist advisers are knowledgeable, experienced and passionate, about helping to simplify the complex areas of retirement planning, wealth creation, ethical investing, self-managed super funds and more.
Retirement Planning
Retirement should be an exciting and relaxing time in your life, but it can be daunting if you don’t feel financially ready.
ESG Investing
Many Australians are now choosing to grow their money with socially responsible investment strategies.
We aim to deliver financial advice with simplicity and clarity, to help you and your family achieve financial freedom.
Superannuation Advice
It’s easy to forget about our superannuation fund until it’s too late. But the earlier you start your retirement planning and maximising your super savings, the more options you will have in your golden years.
Wealth Protection & Life Insurance Investment
So many of us work incredibly hard to grow our wealth but many people have very little (or nothing) in place to protect their wealth.
Wealth Creation & Investment Advice
When it comes to investing, the opportunities are endless. Real investment success comes from choosing the right wealth building strategies for your personal circumstances.
Simplify Your Wealth Creation Journey
Retirement planning? Making big life decisions that could impact your wealth building strategy? Want to learn how to achieve financial freedom? Check out our latest articles for more tips, tricks and strategies for efficient and strategic wealth management.
Our Locations
TNR Lismore
The TNR Lismore team are wealth planners and experts in financial planning, ready to assist you and your family in creating wealth for a financially secure future.
TNR Byron Bay
TNR Byron Bay team are experts in financial planning and analysis to assist you and your family in creating wealth for a financially secure future.
Ready to secure your financial future?
Our experienced Northern Rivers Financial Planning Team can help you to achieve your financial goals – now and for the future.
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