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

2024-25 Federal Budget Recap

2024-25 Federal Budget Recap In his 2024 Federal Budget speech, treasurer, Jim Chalmers, announced that ‘The number one priority of this government and this Budget is helping Australians with the cost of living’. But what exactly does that mean? Let’s take a closer look at what the 2024 Budget proposes

Financial Planning for a Life Well-Lived

Financial Planning for a Life Well-Lived Over my 27 year financial planning career, the most common question I’ve been asked is, “Jackie, how can I save more for my retirement?” Many of my clients believed they’d outlive their super and worked flat-out saving as much as they could for their

Discovering Your Financial Mindset: The Key to Unlocking Financial Success

Discovering Your Financial Mindset: The Key to Unlocking Financial Success In the quest for financial stability and success, we often focus on tangible elements like earning more money, saving diligently, or investing wisely. But have you ever stopped to consider the role your financial mindset plays in achieving your financial

Supercharge your Super before the clock strikes EOFY!

Supercharge your Super before the clock strikes EOFY! EOFY can have a tendency of creeping up on you… The calendar ticks over to 1 June, suddenly, your inbox is bombarded with EOFY sales, and you’re left thinking ‘Where has this year gone, it feels like Christmas was only yesterday!’. Then

What would happen if you couldn’t work?

What would happen if you couldn’t work? If you were paid the average annual wage of $101,816.00, you could potentially earn over $12,299,349 over a 40-year working life. You would use this money for daily living, for holidays, to accumulate assets like a house and car and to save for

Three Ways to Give Your Kids a Headstart

Three Ways to Give Your Kids a Headstart When it comes to helping your children or grandchildren get a financial headstart in life there are so many options available however your generosity could create tax issues down the track. Here we explore this topic from a few different angles, depending

How to Ensure Your Savings Benefit Your Loved Ones

How to Ensure Your Savings Benefit Your Loved Ones Most of us work hard to save for our retirement, and thanks to tax concessions and compulsory contributions, superannuation often forms a large part of retirement savings. But it’s essential to understand who controls where your super goes if you pass

Quarterly Economic Update: Jan-Mar 2024

Quarterly Economic Update: Jan-Mar 2024 The first quarter of 2024 saw the Government roll out considerable changes to the Stage 3 Tax Cuts, inflation continuing to slow but remaining stubbornly high across some areas, surging stock market highs and continuing pressures in the property sector. Government Overhauls Stage 3 Tax

The unmatched value of financial advisers in the AI age

The unmatched value of financial advisers in the AI age Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office last week, explaining that his daughter was using an Artificial