Unlocking financial secrets for different phases of life One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and tested ‘secrets’ that will help you build and protect your wealth. Teens and young adults Time is […]
5 simple steps to correct your credit score
All / 15.10.2020
5 simple steps to correct your credit score If you’ve ever had a mobile phone, a credit card or any kind of finance – including a gas or electricity account – you’ll have a credit score. Lenders check your credit score when assessing loan applications – the better your score, the more likely they are […]
Positioning your portfolio in turbulent times
All / 08.10.2020
Positioning your portfolio in turbulent times As any experienced investor knows, all investment markets have their ups and downs. Regardless of investor experience, turbulent times are a cause of anxiety, and that can lead to poor decision-making. So if turbulent markets are inevitable, even if their timing is not predictable, how should portfolios be positioned […]
The TNR Wealth Management team is an experienced team offering Financial Planning Services in the Northern Rivers.
Our team of Professionals will work with you to help you secure your families future.
As part of the TNR Group, which has over 115 years of proud history in accounting and audit services in the Northern Rivers, we are committed to long term, supportive relationships with our clients.
Our specialist advisers are knowledgeable, experienced and passionate, trying to simplify the complex areas of:
- Self-Managed Superannuation Funds
- Wealth Creation
- Wealth Protection
- Cashflow Management
- Debt Management
- Asset Protection
- Retirement Planning
Our Approach
The TNR Wealth Management team is an experienced team offering financial planning services. We are passionate about supporting our clients through every stage of their life.
TNR Wealth Management aims to develop long term relationships with our clients that are built on trust and respect, setting ourselves apart from all other Financial Advisers.
Mission Statement
The TNR Wealth Management team is an experienced team offering financial planning services. We are passionate about supporting our clients through every stage of their life.
TNR Wealth Management aims to develop long term relationships with our clients that are built on trust and respect, setting ourselves apart from all other Financial Advisers.
Advice Philosophy
TNR Wealth Management endeavours to set ourselves apart from any other practice. Within TNR Wealth Management we see our products as “Strategy”, “Advice” and “Implementation”.
We place a heavy focus on providing a personal service that aspires to understand and deliver results that add value to every individual client’s needs.
The journey starts with an initial meeting with our clients to explain our role and gather as much information as possible to ensure we understand their current situation and their goals. Along the way we will challenge our clients to answer the hard questions, and support them with identifying any goals that they may have. In the long term we will maintain our supportive relationship and open communication with all clients providing them with things such as, Personalised Portfolio Reviews, Newsletters, Market Updates, and Informative Articles, just to name a few.
For more information on what happens when you meet one of our Financial Advisers visit our services page
Investment Philosophy
We have built our investment philosophy on the premise that financial markets are inefficient, particularly over the short to medium term and that active management can both add and protect value for investors. While financial markets may look to deliver a stable return profile over an extended period (i.e. 20 years), the path is generally quite volatile and it is our role to assist our clients navigate economic cycles. Markets exhibit periods of significant deviation as economic cycles and investor sentiment influence pricing. The ability to take advantage of these periods of mispricing can result in additional return and just as importantly protect against downside performance. We aim to preserve capital while building a growing income stream.
Insurance Philosophy
We know insurance is exceptionally important but we also know that it costs money. At TNR Wealth Management we are aware of our clients desire to protect their families while also growing their wealth. We consult and facilitate to find the best insurance fit to meet each individual client’s needs.