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About
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
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 are experts in financial planning and analysis to assist you and your family in creating wealth for a financially secure future.
Meet The Team
Brett McPherson
Financial Adviser
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.
Caroline Hood
Financial Adviser
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.
Financial Planning Associate
Bachelor of Business Studies (BBS)
Master of Applied Finance (MAppFin)
Diploma of Financial Planning (DFP)
Mitchell Lewis
Financial Planning Assistant
Mitch has over 15 years of experience within the financial services industry in various roles in the financial advice process. During this time, he has developed a wide range of skills and knowledge that he is able to apply to support our advisers and to help ensure our clients achieve their financial goals.
Mitch is dedicated to ensuring that TNR Wealth clients are able to continue to access high quality strategic financial advice that is unique to their personal needs and objectives.
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.
Call us on (02) 6626 3000 or complete the form to request your meeting.
