At TNR Wealth Management, our goal is to make our clients lives easier with personalised financial solutions.

At TNR Wealth Management, our goal is to make our clients lives easier with personalised financial solutions.

We aim to deliver financial advice with simplicity and clarity, to help you and your family achieve financial freedom.

As part of the TNR Group, which has over 115 years of proud history in accounting and financial services in the Northern Rivers, we are committed to long term, supportive relationships with our clients.

We approach every client with the respect. We approach every client’s finances with respect.

We take the time to understand your current position and future needs to ensure any advice you receive is 100% appropriate, tailored and specific.

Our team understands financial security is one of the most important things in life to ensure you feel confident and have peace of mind. We work diligently as a team to always provide a high-quality client experience that exceeds all expectations, every time.

Our Locations

LismoreBannerLocation
ByronLocation

We aim to deliver financial advice with simplicity and clarity, to help you and your family achieve financial freedom.

As part of the TNR Group, which has over 115 years of proud history in accounting and financial services in the Northern Rivers, we are committed to long term, supportive relationships with our clients.

We approach every client with the respect. We approach every client’s finances with respect.

We take the time to understand your current position and future needs to ensure any advice you receive is 100% appropriate, tailored and specific.

Our team understands financial security is one of the most important things in life to ensure you feel confident and have peace of mind. We work diligently as a team to always provide a high-quality client experience that exceeds all expectations, every time.

Our Locations

LismoreBannerLocation
ByronLocation

Meet The Team

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Adam WadeDirector and Financial Adviser

Adam has extensive experience in the property and financial planning industry. He specialises in wealth creation and retirement planning for individuals, SMSF’s and small business owners.

Adam holds a Bachelors Degree, Advanced Diploma in Financial Planning, is completing is CFP (Certified Financial Planner) and is a member of the Financial Planning Association of Australia Limited(FPA).

Adam Wade is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

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Caroline HoodFinancial Planning Associate

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.

Following a move to the Northern Rivers region with her family in 2018, Caroline commenced working within a financial planning practice, followed by a transition to TNR Wealth Management in 2021. Caroline gets immense satisfaction from working with financial advisers to help clients achieve financial peace of mind & wellbeing and helping to make what can sometimes be complex, simple. Caroline is committed to extending her knowledge to help TNR Wealth meet their client’s needs.

Caroline is married to David, is mum to 2 daughters, Georgia and Thea and to Rocco, their trusted fox-terrier. Caroline loves nothing more than spending time with her family – exploring the great outdoors and this wonderful region.

Financial Planning Associate

Bachelor of Business Studies (BBS)

Master of Applied Finance (MAppFin)

Diploma of Financial Planning (DFP)

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Catherine RyanClient Services Officer

As Client Services Officer for TNR Wealth Management, Catherine’s goal is to assist in maintaining communication and support for our clients, TNR Wealth and Accountants.

Catherine assists in the daily running of the office and implementing business procedures.

Catherine has over 20 years’ experience in Finance and the Financial Planning Industry which started with working for Territories and Local Government, in the Finance and Legal and Legislation sectors, before moving to the Northern Rivers and working in the private sector in Accounting and Financial Planning Industry.

Catherine has a solid belief in integrity and enjoys working with our clients, the TNR Wealth team and the TNR/Keep Family and is happy to be part of a positive, engaging and successful professional established firm as Thomas Noble and Russell.

Catherine comes from a large family and enjoys spending her spare time with family, friends and within her community.

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.

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, read more about our services.

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.

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.

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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