Treysta Wealth Management Employee Directory

Treysta Wealth Management was originally formed in 1989 as Investasurance Group Pty Ltd and has since evolved in name and practice to provide highly specialised services to a select number of clients. The evolution of our business has been driven by our desire to offer something distinct within the advice market place. We set out to create a sustai... nable business model that was not dependant on sales (commissions) for survival. To deliver this we developed our own in-house investment service which matured into a standalone business "Implemented Portfolios". We went on to create a fee for service structure that ensured our business was no longer reliant on third party generated revenue. Today we stand out from the crowds, our unique approach to wealth management and fostering enduring client relationships is underpinned by an exclusive focus on service, and employees are incentivised not to sell products accordingly. Treysta specialises in creating and implementing wealth management strategies that protect existing wealth and facilitate its transfer to future generations. As such, our services are tailored towards clients with complex financial and wealth protection requirements, rather than purely wealth generation needs. Our single-minded commitment to creating enduring relationships also precludes us from overextending our specialist services, thereby ensuring that we continue to deliver demonstrable value to our clients.Read More