Qualifications
& Memberships
Areas of
Expertise
Trethewie & Partners Pty Ltd 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.
Trethewie & Partners Pty Ltd are an established company trading as ‘The Wealth Studio’ in Burnie and Launceston.
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 time frames 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
Richard Trethewie DipFP, ANZIIF (Dip), has been a financial advice professional…
Listening to the client to gain a clear understanding of their value, priorities…
Testimonials
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I came to Richard Trethewie extremely traumatised after poor advice from a previous financial advisor. Richard accurately assessed my situation and risk profile and put into place strategies to improve my financial position. Thanks to him I can now sleep soundly at night! I would recommend to anyone that they too put their financial affairs into Richard’s hands.
Hi Jaime Thanks very much for your help and work with this I’m very appreciative and happy Regards BH
Today in the mail I received my Seniors Health Card just in time for me to restock my medication
What a difference it makes. A prescription normally $55.00 is now only $6.50, this will help my money last a lot longer. I have even managed to set it up on my iPhone