adviser success
Founded by Betashares, and InvestSense, Trellia Wealth Partners is a market leading partner for financial advisers — purpose-built to deliver comprehensive portfolio choice and efficient scale with the high-touch partnership of a specialist investment consultant.
advice partnership
Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice.
From portfolio design and client engagement to practice development and business strategy, we’re here to help advisers deliver more value, more efficiently, to more clients.
experience
Discover tools to elevate the client experience you deliver.
Access regular institutional-grade portfolio reporting and communications written by professional investment managers – with white-label capability to deliver an exceptional experience for every investor.
grow advice practices
Our dedicated practice management service delivers scale and expertise to drive growth strategies of every advice practice. Our consulting capability includes areas such as succession planning, client engagement and intergenerational wealth strategies.
of managed accounts solutions
Whether you’re seeking efficiency at scale or tailored solutions, we offer the broadest range of high-quality managed account solutions to meet the diverse goals of Australian investors. From index-based model portfolios, to actively managed off-the-shelf portfolios and fully bespoke solutions, we provide the transparency and investment expertise advisers need.
Betashares managed accounts
Scalable, low-cost, index-based portfolios
InvestSense managed accounts
Actively managed portfolios and bespoke portfolio consulting
Get in touch
"*" indicates required fields