Tenni & Associates

  • Phone Number: (03) 9720 9880
  • Email address: grant@tenni.com.au
  • Street address: Suite 12, 322 Mountain Hwy, Wantirna, VIC 3152

Accounting, Taxation & GST

We can help you take the worry out of your accountaing, taxation and GST.

Business Coaching

With our business coaching services, we can help you to run a better business

Business Startups

Get the right advice and avoid costly mistakes when starting a business.

Financial Planning

The need for quality financial advice has never been greater. Talk with us now.

Insurance

We can provide clients with quotes on a full range of insurances through our affiliate insurance group. Talk with us now.

Loans & Mortgages, Vehicle & Equipment Finance

We can help you access finance and save on interest rates.

Management Consulting Services

Utilise our experience and some KPIs to measure and monitor vital aspects of your business.

Self Managed Super Funds

We can help you with your SMSF tax and audit requirements.

Financial Planning

We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into the retirement years when careful planning from the previous phases bears the fruit of financial security.

The need for quality financial advice has never been greater.

Evolving financial markets and regulatory regimes means more investment alternatives and clients need a financial planner that combines expertise with quality advice and service. We strive to provide integrated financial solutions, proactive advice and service in all facets of financial planning. Our detailed knowledge of the taxation laws also ensures your finances are structured in the most tax effective and secure manner.

Financial planning involves formulating a strategy tailored specifically to your financial needs and resources taking into account your age, lifestyle, investment experience, risk profile and investment time horizon.

Our aim is to assist you to secure and build your financial future. The process involves a series of meetings and discussions where our financial planners take you carefully through each step of the process:

  • Initial Meeting
  • Fact Finding (Information Gathering)
  • Preparation of a Financial Plan (Statement of Advice)
  • Meeting to Discuss the Financial Plan
  • Plan Implementation

Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change, we adjust the original strategic recommendations to accommodate the changes in your life.

In consultation with you, we will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your circumstances. The regularity of periodic reviews will be agreed with you depending on your particular needs and circumstances.

Grant Tenni is an
Authorised Representative No. 448445 of
Tenni & Associates Pty Ltd Corporate Representative No 448819 of
InterPrac Financial Planning Pty Ltd
AFSL No. 246638
Level 3, 29 – 33 Palmerston Crescent
South Melbourne VIC 3205
Phone Number: (03) 9209 9777

Click here to download InterPrac Financial Services Guide

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