Treysta

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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.

As retirement gets closer, it’s worth asking whether your insurance still fits the life you’re living.The cover that mad...
12/10/2026

As retirement gets closer, it’s worth asking whether your insurance still fits the life you’re living.

The cover that made sense years ago may not be right for where you are today. But that doesn’t always mean you should cancel it.

A simple review can help you understand what you have, what you’re paying for and whether it still gives you the protection you need.

If you’re approaching retirement, speak to the Treysta Wealth team about reviewing your insurance and making sure your cover still aligns with your needs.

Retirement is about more than having enough money to stop working.It’s about what comes next, how you’ll spend your time...
06/10/2026

Retirement is about more than having enough money to stop working.

It’s about what comes next, how you’ll spend your time, what gives you purpose, who you’ll spend it with and the things you finally have more time to enjoy.

Financial planning can help give you the confidence to make those choices, knowing your finances are supporting the lifestyle you want to create.

Because retirement looks different for everyone. The right plan should reflect not just your finances, but the life you want to live.

Thinking about retirement? Let’s plan for what comes next.

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

A caring nature, a passion for helping people and a serious love of flat whites. ☕️ Meet Kristine Landi!Kristine joined ...
06/10/2026

A caring nature, a passion for helping people and a serious love of flat whites. ☕️ Meet Kristine Landi!

Kristine joined Treysta Wealth in September 2025 as our Client Experience Manager, working closely with our advisers and clients to help turn financial advice into action.

From coordinating the implementation of advice to helping clients navigate their accounts and making sure they feel supported throughout the process, Kristine plays an important role in creating a smooth and positive client experience.

She particularly enjoys those moments when a client finishes a conversation feeling more confident and at ease with their next steps.

Outside of work, she’s a mum of three and spends her weekends running between soccer and dancing — usually with a flat white somewhere in the mix!

Your tax return is complete. But have you used it to improve your financial future?Tax time can be a valuable opportunit...
06/10/2026

Your tax return is complete. But have you used it to improve your financial future?

Tax time can be a valuable opportunity to look beyond your tax position and consider whether your broader financial strategy is still aligned with your goals.

Changes to your income, family circumstances, home loan, investments or long-term plans can all create opportunities to reduce debt, improve cash flow and build long-term wealth.

At Treysta Wealth, our Accounting, Financial Advice and Lending teams work together to help clients see the bigger picture and ensure their financial decisions are working towards the same goals.

Whether you’re considering refinancing, building your investments, reviewing your superannuation, supporting your children or planning for retirement, a conversation with your adviser could uncover opportunities you may not have considered.

Your tax return might be complete. Your financial strategy doesn’t have to stop there.

https://www.treystawealth.com.au/your-tax-return-is-only-one-part-of-your-financial-picture/

“Can we afford it?” 💭It’s a question that comes up with so many of life’s big decisions - a holiday, a renovation, priva...
06/10/2026

“Can we afford it?” 💭

It’s a question that comes up with so many of life’s big decisions - a holiday, a renovation, private school fees, a new car or helping your kids financially.

And often, it’s not really about whether you can afford it. It’s about whether it fits with everything else you’re working towards.

A good financial plan can help you understand those trade-offs, so you can spend on the things that matter to you while still feeling confident about your future.

Because it’s not about saying yes or no - it’s about knowing what’s possible and making the choice that feels right for you. ✨

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

Where does your digital life go? 💻📱We all have more of our lives online these days - from emails and photos to online ba...
06/10/2026

Where does your digital life go? 💻📱

We all have more of our lives online these days - from emails and photos to online banking, social media and important documents.

But have you thought about what happens to those accounts if you’re no longer able to manage them?

A digital will can help make your wishes clear and make things a little easier for your loved ones when they need it most.

It’s worth taking a moment to think about what you have online, where your important details are stored, and who you’d trust to help manage them.

Just like your broader estate plan, your digital plan should be reviewed as things change.

Want to know more? Read our article on digital wills. 👇

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

R U OK? Day is a reminder to make time for the people around us.Life gets busy, and it’s not always easy to know when so...
09/09/2026

R U OK? Day is a reminder to make time for the people around us.

Life gets busy, and it’s not always easy to know when someone might be having a tough time. Sometimes, a simple “Are you OK?” and taking the time to genuinely listen can mean more than we realise.

At Treysta Wealth, caring for the people around us is part of who we are. It’s something we believe matters not just today, but every day.

So, take a moment to check in with a colleague, friend or loved one. A small conversation can make a real difference.

Celebrating Dion's 10 Year Anniversary! 🎉This month, we’re celebrating a fantastic milestone for Dion, 10 years!A proact...
07/09/2026

Celebrating Dion's 10 Year Anniversary! 🎉
This month, we’re celebrating a fantastic milestone for Dion, 10 years!

A proactive and results-oriented finance broker, Dion has built his career around putting clients first, developing strong relationships and helping people achieve the best possible outcomes.

We’re proud to have Dion as part of the Treysta Wealth team and look forward to celebrating this milestone with him.

Congratulations on 10 years, Dion! Here’s to many more.

A huge congratulations to Sida on completing the Sydney Marathon on Sunday! 🏃‍♀️👏What an incredible achievement - 42.2km...
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.

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Barangaroo, NSW

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