Treysta in Sydney, Australia | Financial planner

Treysta

Locality: Sydney, Australia

Phone: +61 2 9241 2575

Address: Level 10, 60 Carrington Street 2000 Sydney, NSW, Australia

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

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23.01.2022 1989 - The Berlin Wall came down - The Mirage Hotel opened as the first luxury resort in Vegas - Ford buys Jaguar... - Madonna, Like a Prayer and Bette Midler, Wind Beneath My Wings go to number 1 - Our Business Manager Laura was born ....and Treysta was established!

23.01.2022 A little behind the scenes of some filming in the office yesterday with the brilliant Brian Bramble from Clifton Accountants and our Senior Adviser, Adam Drinkwater. Spending time with our partners and maintaining our strong relationships is incredibly important to us, so we loved Brian’s short but sweet visit. Thank you to Tanya Phillips Creative

23.01.2022 Last year we launched an initiative called Money Moments, which focuses on some of life's biggest moments, where money will play a part. Whether it's Resourcing Retirement, Funding Education, you've just got a Windfall of money or you're thinking about Transferring Your Wealth. We have drawn on years of experience and written case studies with the general questions you might be asking yourself - and the outcomes you should expect to access when seeking advice. ... Over the next few weeks we'll be sharing these case studies, and encourage you to share those that might be helpful with loved ones, friends and colleagues. We would also love to hear if you've had a Money Moment recently, comment below and let us know.

22.01.2022 We've put together a Federal Budget snapshot over on our Instagram page, go take a look and see what changes might affect you. And give us a follow there to keep up to date! https://www.instagram.com/treysta.wealth/ Let us know if anything has surprised or disappointed you from the announcements made in the comments.

21.01.2022 Today is JERSEY DAY, a day focused on supporting organ donation. Led by our Senior Adviser, Adam Drinkwater, our advice team have got on board to support this important day by wearing their sports jerseys and encouraging us all to have conversations around organ donation. This is a cause very close to Adam's heart, as he made the easy decision to become a donor after seeing the, literal, gift of life a donated organ gave to a friends young son last year. ... If you've still got a few hours of virtual meetings to get to this afternoon, pop on your jersey and start the conversation. https://www.jerseyday.com.au/

21.01.2022 Getting More Serious about Pleasure It's surprising how little time we devote to thinking about our time outside of work, especially given the amount of time we spend thinking and planning for our time working - trying to match our skills and passions to the best career choice. So, why is it we don't give the same amount of attention and thought into our time spent outside of work?

20.01.2022 In a conversation with Laura from the Treysta team, Social Psychologist Bridgette Di Ferdinando describes the physical and psychological impact of the stressors throughout 2020 as having the same level of distress as breaking an arm or a leg". And this is going to remain with us for a while yet. So we need to have the tools to keep our wellbeing in equilibrium. At just over a year on from COVID19 impacting the world, we're going to be sharing clips from a conversation that ...took place at the end of 2020, looking ahead to 2021 and beyond. The impact, the learnings, the silver linings...and what we can take forward to better our lives in the future whilst we still manage this uncertainty. Watch the clip below and follow the link in comments to read the related article. #uncertainty #uncertaintimes #socialpsychology #Wellbeing #financialwellbeing #FinancialWellness

17.01.2022 Mark covers a lot of ground in his one hour with Ben Nash from XY Adviser, discussing how focused we are on delivery the highest standard of client experience to new and existing clients. It all starts with you and the journey you take with us. We want to make it as seamless and enjoyable as possible. If you have any suggestions or thoughts on this, we'd love to here them! In the meantime, check out what Mark has to share about what's coming up...

17.01.2022 Anzac Day 2021. Never forgotten. Always remembered. Let us give thanks.

15.01.2022 After the challenges of 2020, it’s important to have a tool that reduces anxiety around decision-making and helps us develop a growth mindset. Surprisingly this tool, according to Social Psychologist Bridgette Di Ferdinando, is a small but powerful word that can transform our thinking. When used in our thoughts and conversations, this word has the power to remove anxiety around decision-making and empowers us to develop a growth mindset.... Watch the short clip to find out what this powerful word is and how you can put this into action in your own life. #socialpsychology #growthmindset #growth #decisionmaking #interview #blogpost

14.01.2022 As Bridgette Di Ferdinando said in our conversation (watch the first clip on our IGTV) Our feelings of certainty have fallen off a cliff this past year, so make sure you give yourself time to acknowledge the impact that could have had and still be having. Feelings of well-being are fundamental to your overall health - mental, physical, social and financial wellness must work in harmony to keep this state balanced. So what will you do this weekend to balance the scales? Do...n’t neglect yourself. #mentalhealthawareness #wellbeing #financialadviser #financialwellness #financialwellbeing #mentalwellness #treysta

12.01.2022 Psychologists describe two parts to our well-being - feeling good and functioning well. Functioning well is thought to be made up of a number of key factors that contribute to how good or happy we feel. One of these factors is self-esteem or self-acceptance.

11.01.2022 Celebrating our staff, and the brilliant work they do, is so important to us! Last month Claire, our wonderful Client Experience Manager, marked her 11th year with Treysta. And today we recognise Laura, our Business Manager, who joined us 2 years ago - only a month after moving to Aus. Happy staff = happy clients

09.01.2022 In less than a year the world has seen the extremes of what climate change actually looks like, through droughts and bush fires. And then, what the environment looks like when the world’s biggest economies shut down. As the world begins to recover, there is a direct link between sustained economic recovery, climate science/intelligence and the industries that will dominate - which raises the question, how can we be a part of this sustainable recovery and growth? We'll be expl...oring this with Dr. Nick Wood (Director of Climate Policy Research) and Mark Nagle (Head of Advise at Treysta). Click here to join us on Thursday 18th June, at 11am AEST: http://ow.ly/VO3250A4ENR

09.01.2022 "Your true values aren't what's in your head, your heart or your mind, it's in how you spend your money and how you spend your time" Jay Shetty , speaking with Dr Chatterjee on his podcast this week. Do you think everything you do, or aim to do, is based on what you really want or because other people have made you think that's what you should do/buy? Social and family pressures, and your childhood, can all be a huge influence in how you live you life, and many times it's a life that isn't aligned to your true values. According to Jay Shetty one of the best things you can do for yourself and your future, is a Values Audit. Something which we also really encourage each of our clients to do, on a regular basis.

08.01.2022 Happy New Year from all of us at Treysta We're back on board now after the team had a well deserved break, and looking forward to catching up with you all very soon. Here's a few outtakes from a photoshoot we had just before the break, and the day of our Christmas party - celebrating a successful year as we navigated our way through the many challenges. ... Here's to 2021!

08.01.2022 Investing time in your psychological planning is just as important as planning your finances, to support the life you want to lead. George, one of our brilliant clients, has cracked this. The 75-year-old engineer is spending his retirement helping others through volunteering for TAD, converting ride-on cars for children with disabilities. Read more about his story here:

07.01.2022 Are you looking for a new challenge in the financial industry? Or know somebody that is? We're searching for an amazing Associate Adviser to join Mark and Adam on our Financial Life Management team. Find out more here: ow.ly/4SU650wNaKy

07.01.2022 What an Interesting and Wonderful World. Last week we had two great sessions with our guest speaker Jonathan Pain. He took us on a round the world trip, talking history, the current market and what we can look forward to in the future - with some insightful projections. "In countries where reality television is present, more people vote in the polls of these shows than in the political polls" - an interesting thought for the current political climate...

05.01.2022 Grab a drink and join our very own Mark Nagle as he chats with the team Elixir Consulting tomorrow afternoon. Click here to register: https://elixirconsulting.com.au/thirsty-thursdays

04.01.2022 We’re pleased to be associated with an exciting software project designed to improve advice outcomes for clients and advisers alike. Looking forward to seeing the team and product develop over the next few months!