Tailored

Expect a financial adviser who won’t give you a solution without first really getting to know you, your situation and what you want your life to look like.

Honest

Expect open and honest conversations that help you understand the advice you receive, and answer the important question “How can I live the life I want?”

Flexible

Expect a solution with you at the centre, a flexible plan that allows us to respond to the changes that will happen throughout your life.

It’s You That Matters

Believing that financial advice is centred on you – your values, goals, and dreams – is one of the most important contributors to your success over the long run.

We focus on your lifestyle and financial goals and have a robust process that helps to reveal your preferences when it comes to how you spend and invest your money – some which may surprise you.

Your ability to make informed decisions is paramount and our framework helps you to do just that. We give you the ability to make great financial decisions that align with your values and support the life that you really want to live.

The Choice is Yours

When it comes to your investments and what your portfolio looks like, you should have choice and flexibility too.

We call this Conscious Investing– which simply means, being aware of what you are investing in and playing an active role, if you want to.

You will be encouraged to think about what is important to you and ask lots of questions, as you will have access to the flexibility to invest in industries, individual companies or general themes that interest or excite you.

We utilise managed discretionary accounts, which gives you this flexibility and allows you, with the help of your adviser, to customise your portfolio to your own personal preferences and requirements.

We Are Here for the Long Term

You deserve to have somebody there to support and encourage you, and ensure you are on the right path to whatever success looks like for you. Our aim is to get you from where you are now to where you want to be, by working with you over time to implement your plan and achieve your goals.

Treysta is self-licensed and has been in business for over 30 years, with many existing clients having been with us since the beginning. Our Head of Advice and Senior Adviser are both shareholders in the company, and most of the team has been with the business for 10+ years.

We take pride in the continuity and stability that we are able to provide. For us, being your adviser is a long-term commitment, with you at the front and centre.