No. We provide the lead and information about why you are looking for the advice, and can help with providing specifics and filling in gaps. If you want’ we will also be involved in meetings.

Definitely not, we offer Clifton Wealth as an option. You need to be comfortable with who you get advice from, and we don’t push people. The choice if yours.

What you decide to invest in will be entirely up top you. You can have as much or as little involvement as you want.

Meetings can be held in or office, at your home or business or virtually by video conference. The choice is yours.

The Treysta team will guide you all the way through the process.

You will be given a full proposal that will outline what you get, what’s required and how much it will cost. There are no hidden surprises and no problems with asking as many questions as you need to.

You can Contact Us at our Moss Vale or Bomaderry office, and we can put you in contact with Adam at Treysta or tee up the meeting for you.