Skip to main content

Where psychology meets financial services

By December 11, 20172 Comments

CollaborationI am often asked about how I manage my time, being a full time Financial Life Manager at Treysta who moonlights as a student of Psychology.

As I reach the 11th hour of my degree the reality is it is becoming increasingly easier to spend time on both.

Simply because my two worlds – the professional financial services, and the academic psychological are easily merging into one.

The Treysta team has a wonderful presentation we had prepared for a funky new share space working office in Sydney – the presentation is designed to help young professionals understand the importance of understanding what they value in an effort to avoid the mindless jump on the hamster wheel we have all been guilty of at some point in our lives.

As the final assessment task for the year, I was required to prepare a presentation to the class on coaching methodologies applied in the real world.

It was rather warming to analyse how well attuned the Treysta approach is to academically proven techniques to helping our clients.

To that end the Treysta team have an exciting 2018 ahead.

We will be working with a sandstone university in Sydney to help further the research and quantify in true terms the values based advice model compared with traditional financial planning. The project has seen regulatory interest with government bodies currently working with us in support of the pursuit.

My role for the first half of 2018 in this study will be to provide a conduit of sorts between the academic psychological world, and the professional financial services and investment world.

We are immensely proud of our involvement in trailblazing the collaboration between financial services and psychology. With plenty on the cards for 2018 – watch this space, we’ll be sure to keep you posted!

Ray Jaramis, Financial Life Manager


  • Ken Jones says:

    Hello Ray,
    I recently come across a book quite by accident called The Undoing Project by Michael Lewis which led me to another book called Thinking, Fast and Slow by Daniel Kahneman. I found both extremely interesting and after having read of your interest in psychology I thought I would mention them to you.
    Kind Regards, Ken Jones

  • Hey Ken – nice to hear from you thanks for the recommendation. I’ve by coincidence got The Undoing Project next on my list (just as soon as I finish Malcom Gladwell – Outliers).

    Sounds like it’ll be a joy!

    Kahneman is fantastic isn’t he? We have used his teachings as part of a foundation for our service offering! All the very best, Ray

Leave a Reply