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.

02/09/2026

A huge congratulations to Sida on completing the Sydney Marathon on Sunday! 🏃‍♀️👏

What an incredible achievement - 42.2km is no small feat! And to cross the finish line with a smile makes it even more impressive. 😊

26/08/2026

What if your investments reflected what matters most to you?

Maybe you’re passionate about renewable energy. Or perhaps it’s healthcare, technology or innovation. Whatever it is, your investment strategy can be tailored to reflect the things you care about most.

The challenge isn’t finding opportunities, it’s knowing which ones are right for you.

That’s where personalised advice can make all the difference. By understanding your goals, values and appetite for risk, you can build a diversified investment portfolio that’s designed around you.

Because investing isn’t just about growing your wealth, it’s about investing with purpose.

If you’ve ever wondered how to invest in a theme you’re passionate about, we’d love to help you explore your options.

19/08/2026

One of the greatest joys of financial security is being able to support the people you love while you're here to see the difference.

For many Australians approaching retirement, the focus shifts from building wealth to using it in ways that matter most.

Whether it's helping with a first home, education costs or providing support during a difficult time, it's possible to help the next generation without compromising your own financial future, but only with the right plan in place.

Read our latest article to discover how thoughtful financial planning can help you support the people you love while protecting the retirement you've worked so hard for.

https://www.treystawealth.com.au/can-i-help-my-children-financially-now-without-compromising-my-retirement/

18/08/2026

Happy 10-Year Anniversary, Natalie! 🎉

Today we're celebrating an incredible milestone as Natalie marks 10 years in the business!
Natalie began her journey with Crest Lending and has continued that journey with Treysta Wealth following our acquisition, bringing a decade of experience, care and dedication to everything she does.

Over the years, Natalie has become a friendly face and trusted support for our clients, helping make the loan process as smooth and stress-free as possible. Her kindness, patience and genuine care for every client are just a few of the reasons she's such a valued part of our team.

She's built lasting relationships with clients and colleagues along the way, and her dedication and positive attitude have made a real difference to so many people.

Congratulations on 10 years, Natalie! Thank you for everything you've contributed along the way, we're so grateful to have you as part of the Treysta Wealth team and can't wait to see what the years ahead bring. 🥂

27/07/2026

"I would hate to see the wealth we’ve created wasted when I’m gone.”

It’s a sentiment we hear often, especially from clients who have spent a lifetime building something meaningful for their family.

Mary and Raymond’s story reflects a common challenge in estate planning: how to ensure wealth is passed on in a way that reflects not just equality, but fairness, protection and care for each child’s individual circumstances.

With the help of Treysta Wealth, they can explore ways to put the right structures in place, helping protect their legacy and support their family well into the future.

Because building wealth is one thing. Making sure it’s protected and purposeful for the next generation is another.

21/07/2026

It’s a privilege to support our clients over many years and be part of their financial journey.

We’re incredibly grateful for this client’s continued trust since 2008, and for the opportunity to assist with their investment strategy, superannuation, property and long-term retirement planning.

Relationships like these are at the heart of what we do at Treysta Wealth, taking the time to understand what matters, providing considered advice, and working alongside our clients as their needs evolve over time.

Thank you for your ongoing trust in the Treysta Wealth team.

13/07/2026

For more than 30 years, Tim Ross has been helping clients navigate some of life's biggest financial decisions with confidence and clarity.

As a Senior Adviser at Treysta Wealth, he is passionate about building long-term relationships and providing practical advice that helps clients grow, protect and enjoy their wealth. Known for his integrity, approachable nature and genuine care for the people he works with, Tim is committed to helping clients achieve peace of mind at every stage of life.

We're grateful to have Tim's expertise, leadership and client-first approach as part of the Treysta Wealth team, helping clients make informed decisions and plan for the future with confidence.

07/07/2026

There’s no single number that tells you when you’re ready to retire.

"When Can I Retire?" It’s one of the most common questions we hear and also one of the most misunderstood.

Retirement looks different for everyone, and it’s shaped by more than just your super balance. Your investments, property, lifestyle goals, expected living costs and family circumstances all play a role in determining what retirement could look like for you.

The earlier you start planning, the more clarity and flexibility you can have for the future.

Start the conversation with our team to explore your retirement options.

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

06/07/2026

AI is creating plenty of conversation, but the real opportunity isn't simply using it because everyone else is.

The focus should be on where technology can genuinely add value.

By automating administrative tasks, preparing documents, consolidating information and streamlining workflows, businesses can free up valuable time for the work that matters most, building stronger client relationships and delivering better outcomes.

At Treysta Wealth, we believe technology should enhance the client experience, not replace the human connection behind it. The greatest value often comes from giving advisers more time to understand their clients, have meaningful conversations and provide personalised guidance.

The question isn't whether you're using AI. It's whether you're using it in a way that creates real value.

30/06/2026

💙 20 hours of silence. One powerful cause.

Over the weekend, Laura Mitchell, our Growth & Transformation Manager, participated in the 20 Hours of Silence challenge in support of youth mental health charity 20Talk.

Held in a shared indoor venue alongside hundreds of participants, the experience combines reflection, mindfulness and community while raising vital funds for young Australians facing mental health challenges.

Laura has almost reached her incredible $2,000 fundraising target, and collectively, participants across both the Saturday and Sunday challenges have raised close to $50,000 for this important cause.

We’re incredibly proud of Laura for taking on this challenge and equally proud to support initiatives that turn intention into impact and help create meaningful change for young people.

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Barangaroo, NSW

Website

https://www.treystawealth.com.au/contact-us/

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