The Australian advice industry is undergoing a fundamental transformation. With shifting demographics, evolving investor expectations, and accelerating adoption of managed accounts, financial advisers are better positioned than ever to scale their businesses and deliver greater value to their clients.
Client expectations are also evolving, requiring proactive guidance, deeper engagement, a consistently high-quality experience and expecting advisers to always be one step ahead.
Trellia Wealth Partners is built for this moment.
Founded to support the modern adviser, we’re bringing together sophisticated portfolio capabilities, scalable infrastructure, and strategic practice support – all underpinned by the expertise and care of a true long-term partner.
Why Trellia Wealth Partners?
Trellia is a name inspired by the concept of a trellis – a supportive framework that enables structure and guides growth over time.
Just as a trellis enables steady, upward progress, Trellia Wealth Partners enables advisers to scale confidently, grow stronger businesses, and greater adviser-client relationships.
We’re here to be a true partner in both portfolio management and practice growth, designed to meet the full spectrum of needs modern advisers face, from portfolio design and exceptional client engagement to business development. Our expertise can drive growth strategies for every advice practice.
Bringing together the complementary strengths of two market leaders in the managed accounts industry to combine deep investment expertise, our business offers one of the most comprehensive ranges of portfolio solutions, dedicated adviser support, and institutional-grade tools to create a new standard in adviser partnership.
Trellia Wealth Partners is more than a provider, we’re a partner in advice and growth, invested in adviser success.