Tim Renfrey

I bring a decade of experience across wealth management, private wealth and family office environments to every client relationship. Before joining Inovayt, I worked with high net worth families, managing portfolios ranging from $5 million to $150 million. My work covered entity structuring, financial planning, financial modelling and asset allocation reviews across listed markets, managed funds, property trusts and private equity.

That background shapes how I practise today: rigorous analysis paired with clear, honest communication. I believe in transparency, being upfront about how I'm remunerated, why I'm recommending a particular strategy, and what trade offs it involves, so clients can make decisions with full visibility, not just confidence in the outcome. Trust is built through consistency: explaining the reasoning at each step, staying accessible well beyond implementation, and being upfront when a course of action isn't the right fit.

I work with clients at every stage of life, whether you're building your first portfolio, planning for a family's future, or managing more complex financial affairs. My aim is to bring the same disciplined, client first standard to every relationship, regardless of where you're starting from.