Treysta

Treysta Providing people with the financial confidence and competence to live a life aligned to their values.

A better life is about being aware of what or who is really important to you, and spending more time doing those things or with those people. At Treysta, your adviser will guide you towards better financial decisions and help you to achieve the lifestyle you desire, by improving the way you utilise your resources.

“I’d love to help my children financially now… but what if I need the money later?”Many parents and grandparents reach a...
24/06/2026

“I’d love to help my children financially now… but what if I need the money later?”

Many parents and grandparents reach a stage where they start thinking about how they can support the next generation financially, whether that’s helping with a home, education costs, or simply giving their family a stronger start.

But it often comes with some big questions. How much can you comfortably give? What might it mean for your own retirement? And how do you strike the right balance between helping your family today and protecting your future?

At Treysta Wealth, these are conversations we have every day. There’s rarely a simple, one-size-fits-all answer, which is why taking the time to understand your goals, family situation, and long-term plans is so important.

In this client story, Harry and Beth worked closely with their adviser to explore what was possible, giving them clarity and confidence to support their family while staying secure in their own future.

https://www.treystawealth.com.au/

Meet Sida Tan, one of our Senior Accountants at Treysta Wealth.Sida is a Chartered Accountant with over 14 years of expe...
21/06/2026

Meet Sida Tan, one of our Senior Accountants at Treysta Wealth.

Sida is a Chartered Accountant with over 14 years of experience in public practice, with deep expertise in taxation, financial reporting, and SMSF compliance. She enjoys working closely with clients to help them work through complex financial and compliance matters, and takes a practical, considered approach to supporting their long-term goals.

Outside of work, Sida is an avid marathon and ultra-marathon runner. It’s a space where her discipline, resilience, and focus really come through, qualities that also reflect the way she works with clients.

Sida’s experience, care for detail, and client-first approach make her a valued part of the Treysta Wealth team.

17/06/2026

At Treysta Wealth, we believe great advice starts with great relationships.

That's why we're focused on creating an environment where our advisors can spend less time on administration and more time doing what they do best, helping clients navigate life's financial decisions.

By investing in the right people, processes and technology, we're creating more time for meaningful client conversations, stronger relationships and better outcomes.

It's a better experience for our clients and a more rewarding way for our team to work.

Building long-term relationships is at the heart of what we do.We're grateful for the trust our clients place in us and ...
14/06/2026

Building long-term relationships is at the heart of what we do.

We're grateful for the trust our clients place in us and proud to support them through every stage of their financial journey. Hearing that our advice, investment approach, and ongoing partnership have made a meaningful difference over nearly 15 years is incredibly rewarding.

Thank you for your kind words and continued confidence in the Treysta Wealth team.

Aged care decisions are often made too late, usually during a crisis.When that happens, families are under pressure and ...
03/06/2026

Aged care decisions are often made too late, usually during a crisis.

When that happens, families are under pressure and decisions can quickly become rushed and complex.

Our latest article explains why timing matters when seeking aged care advice, and how early planning can lead to better financial and practical outcomes.

We also share a real example where earlier advice may have significantly reduced aged care costs and improved outcomes for a family.

The message is simple. Earlier advice creates more clarity and better decisions.

Read more in our latest article from Treysta Wealth - https://www.treystawealth.com.au/when-to-seek-aged-care-advice-why-timing-is-so-important/

If you’re starting to think about aged care for a loved one, early advice can help you make more informed decisions with confidence. Contact the team at Treysta Wealth to discuss your situation and understand your options.

26/05/2026

The stock market can feel unpredictable at times, and there’s a reason for that.

Today, a significant portion of trading is driven by algorithms and automated systems reacting instantly to market movements. When prices start to rise or fall, these systems can accelerate the trend, turning small shifts into larger swings.

As a result, day-to-day market movements don’t always reflect underlying company performance. Often, they’re driven by momentum, sentiment, and the market reacting to itself in real time.

While this can create short-term volatility, it doesn’t change the long-term fundamentals. That’s why it’s important to stay focused on the bigger picture and avoid getting caught up in the noise.

This perspective was shared by Malcolm Palmer at An Evening with Treysta Wealth at HOTA on the Gold Coast, where he explored the key themes shaping today’s financial landscape.

Follow us for more insights from the evening.

Great to see Laura Mitchell, Growth and Transformation Manager at Treysta Wealth, speak at the Lonsec Symposium 2026 as ...
18/05/2026

Great to see Laura Mitchell, Growth and Transformation Manager at Treysta Wealth, speak at the Lonsec Symposium 2026 as part of a panel on the future of financial advice.

Moderated by Anna Schofield, the session brought together leaders from Elixir Private Wealth and Entireti to explore how advice businesses are evolving to stay fit for the future.

Key themes included:
• Strengthening governance while maintaining agility
• What sustainable growth looks like in today’s advice landscape
• Attracting, developing and retaining talent
• How technology is enhancing advice quality and efficiency

Laura shared a grounded perspective from within Treysta Wealth on how businesses can evolve their operating models while staying client-focused, compliant, and resilient.

A strong reminder that clarity, capability and governance will define the next era of advice.

13/05/2026

Population trends are shifting in ways that are reshaping the global landscape.

Growth is accelerating in parts of Africa and Asia, while increased access to digital tools means people are more connected and more aware of opportunities beyond their local region, than in previous generations. As a result, migration is becoming a more visible and active part of how populations evolve.

These shifts are not happening in isolation. They sit alongside economic pressures, policy responses, and changing social expectations, all of which can contribute to periods of political debate and uncertainty.

At a high level, it’s a reminder that demographics are not static, they influence how economies grow, how labour markets develop, and how countries position themselves in an increasingly interconnected world.

This insight was shared at ‘An Evening with Treysta Wealth’ at HOTA on the Gold Coast, where Malcolm Palmer discussed key themes shaping today’s financial landscape. Follow us for additional highlights from the evening.

Superannuation just became an even better friend.In the wake of last night's budget release, it is easy to get lost in t...
13/05/2026

Superannuation just became an even better friend.

In the wake of last night's budget release, it is easy to get lost in the noise of technical tweaks and shifting policies. However, for our clients, the real story isn't about the legislation, it’s about the resilience of your plan.

Good strategy will always keep pace with tax changes.

We are here to ensure your strategy remains as dynamic as your life.

If you have any questions about the budget or your current strategy, please reach out to your Treysta Wealth on 1800 845 152.

https://www.treystawealth.com.au/

Estate planning isn’t just a "one day" task - it’s a gift of certainty for the people you love.Having a plan in place me...
10/05/2026

Estate planning isn’t just a "one day" task - it’s a gift of certainty for the people you love.

Having a plan in place means your wishes are clear, your family is supported, and you can help avoid unnecessary stress, delays, or disputes down the track. It also opens the door to smarter structuring, helping protect your wealth and make things more tax-effective for the next generation.

And it’s more than just a Will. It’s the bigger picture of Powers of Attorney, Guardianship, and your Super all working together.

If your estate planning has been sitting on your to-do list, consider this your sign. Read the full article for more information or get in touch with our team for a chat.

https://www.treystawealth.com.au/estate-planning-protecting-wealth-family-and-legacy/

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Barangaroo, NSW

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