Adam Wade

Tnr Wealth Management

Gold
15 Yrs Experience
Lismore, NSW 2480
Thank you for visiting my Adviser Ratings Profile. I consistently work to improve our client’s financial position through knowledge and action. TNR Wealth Management is a part of the Thomas Noble & Russell Group, which has over 115 years of proud history in Accounting and Audit Services in the Northern Rivers Area. TNR Wealth Management provides advice tailored to each client’s individual requirements. We continually extend our knowledge and improve services to meet your needs. Offices in Lismore and Byron Bay. Please get in touch on 02 6621 8544 and ask us what we do and find out how we can assist you to secure your and your families future.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees are based on complexity of advice which is informed by the strategies needed to achieve your goals and the number of entities requiring advice. We approach ongoing advice in the same manner.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Tnr Wealth Management

31 Keen St
Lismore, NSW 2480

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
18 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Adam has given us advice in the areas of superannuation and retirement plans. Adam has been able to explain things to us in a clear way. We feel confident in Adam's knowledge, experience and advice which was right for our needs. Adam was available to communicate with us when required."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has always been extremely helpful, with excellent knowledge over a broad range of financial matters, easy to talk to and we have no doubt that Adam has our best interests at heart. We would have no hesitation in recommending Adam services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has given me great advice on personal insurance, superannuation and my financial options over the next 20 years. Adam is very clear and straight forward in his explanations and leaves me feeling very confident in his knowledge and advice. I would definitely recommend him to friends and family."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has given me advice in investing my savings with a variety of options including stocks and shares to help me plan for retirement. Adam was consistently able to communicate and explain things to me clearly. I am very confident that the advice given was right for my needs. Adam paid close attention and demonstrated a clear understanding of my situation, I would gladly recommend Adam to family and friends."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam was professional, easy to talk to and very knowledgeable. He went out of his way for me, speaking on the phone well out of business hours. I would highly recommend his services."

  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Adam has given me advice in areas including loan products, self managed super funds and managing debt. Adam was always able to explain things to me in a clear way. Through Adam's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Adam's full care and attention when I needed it.' Without seeking the advice from Adam on many occasions, I'm certain I wouldn't of been as successful with my debt reduction and wealth creation."

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam was the only fin advisor or even accountant that explained things clearly to us, thank you good sir."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A very approachable man, who takes a great deal of time to listen to your situation & will give his advice on how best to proceed."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam was very thorough with my financial situation and explained things thoroughly. I would recommend him to anyone. Very helpful and consistently involved in my financial plan for a brighter future."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam took the time to educate me in regards to my finances and how best to achieve my financial goals. This education was incredibly empowering and I am very appreciative of how he has set me up for financial success."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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