Treysta Wealth

Treysta Wealth empowers property investors by providing tailored, integrated financial advice that aligns property acquisitions with their broader financial goals and risk tolerance.

They can assist property investors by:

• Advising on Optimal Legal Structures: Helping clients establish the most suitable legal entities (e.g., individual, joint names, company, trust, or Self-Managed Super Fund - SMSF) for holding investment properties to optimize tax efficiency, asset protection, and estate planning outcomes.
• Developing Bespoke Investment Strategies: Working closely with investors to craft a property investment strategy that fits their financial capacity, long-term objectives (e.g., cash flow, capital growth), and personal circumstances. This includes advice on leveraging, diversification, and market timing.
• Integrating Property into a Holistic Financial Plan: Ensuring property investments complement other assets and income streams, contributing effectively to wealth accumulation, retirement planning, and intergenerational wealth transfer.
• Cash Flow and Debt Management: Providing guidance on managing property-related income and expenses, optimizing lending structures, and ensuring sustainable debt levels.
• Risk Management: Advising on strategies to mitigate risks associated with property investment, including market fluctuations, interest rate changes, and unexpected costs.
• Connecting with Specialist Professionals: While they provide financial advice, they often collaborate with or refer clients to other specialists such as solicitors, accountants, and property buyers' agents to ensure all aspects of the investment are professionally managed.

We have offices in Sydney, Brisbane, and Gold Coast, but that doesn’t stop us working with clients all across the country.