About
Kaye Trewartha
Advice experience, practical implementation support and a clear understanding of what firms need.
Kaye Trewartha is a former financial adviser and business owner with more than 20 years’ experience working in and around advice firms.
That experience shapes the way Argent supports firms using myprosperity — with a focus on practical implementation, clear communication, and a strong client experience.
A platform can be powerful and still be underused. Often, the difference comes down to how well it’s introduced, understood by the team, embedded into workflows, and positioned with clients.
Kaye combines advice experience, operational insight, and hands-on implementation support to help firms adopt myprosperity with confidence. She is excited about the opportunity to work with you!
Practical support for advice firms using myprosperity
Practice-first thinking
Support shaped around how advice businesses actually operate, not just how a platform looks in a demo.
Client-first communication
Practical language and assets that make myprosperity easier for clients to understand and use.
Implementation discipline
A structured approach to workflows, responsibilities, next steps and ongoing adoption.
Independent support
Argent works alongside advice businesses to support rollout, adoption and optimisation without adding unnecessary load to the myprosperity team.
Testimonials
