Trethewie & Partners Pty Ltd are an established company trading as ‘The Wealth Studio’ in Burnie and Launceston.

The Wealth Studio have been providing quality advice within Tasmania for over 30 years and for most of this period in conjunction with respected licensee, Hillross Financial Services Limited.

We partner with clients who seek ongoing trusted and holistic financial advice. We begin by listening and gaining a thorough understanding of your circumstances, priorities and goals over your desired timeframes to enable us to develop appropriate strategies.

Where appropriate, we consult with your specialist advisers, i.e. your accountant and solicitor, to explore alternative strategies.

We offer all aspects of personal financial planning and investment advice. We deal with both personal and business clients, from setting up insurance to protect against illness, disability and death to assisting with retirement goals and Centrelink.

We can provide advice on investment strategies, budget and cash flow, debt management, salary packaging, superannuation strategies and retirement planning, personal insurance, Centrelink and other services including regular portfolio reviews, self-managed superannuation funds and aged care advice.

We are committed to developing long term relationships with our clients and therefore part of our process includes ongoing reviews to ensure our clients remain financially well organised.

Meet our team

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Jaime Donaldson

Financial Advice professional

Listening to the client to gain a clear understanding of their value, priorities…

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Kristen Aylott & Michelle Thomas

Client Services Officer

Kristen and Michelle both hold roles as Client Service Officer ’s and have more…

Kristen and Michelle both hold roles as Client Service Officer ’s and have more than 18 years administration experience between them. They are the first point of contact for you. They can assist with updates to Centrelink as well as withdrawals or a change in pension amount, as well as assisting Jaime and Adam from a n administration point of view to ensure they have more time to spend with our clients Kristen and Michelle both work flexible hours so it would be best to email them both to ensure your query is dealt with in a timely manner E mail: kristen@wealthstudio.com.au, michelle@wealthstudio.com.au or by phone 03 6332 7 666