About

Kaye Trewartha

Advice experience, practical implementation support and a clear understanding of what firms need.

Led by someone who understands advice businesses.

Kaye Trewartha is a former CFP® and business owner with more than 20 years of experience in and around advice businesses.

She understands the operational reality inside firms, the demands on advisers and the importance of making platforms work in practice, not just in theory.

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Kaye has sat in the adviser seat.

Kaye has lived the day-to-day reality of advice businesses. She understands the pressure on advisers, the importance of client experience and the challenge of introducing new systems into a busy practice.

That experience shapes the way Argent supports firms using myprosperity. The focus is not theory. It is practical implementation, clear communication and support that fits the way advice businesses actually work.

“Technology only creates value when people know how to use it well.”
A platform can be powerful and still be underused.

The difference often comes down to how it is introduced, how the team understands it, how clients are guided and how clearly the business embeds it into normal workflow.

Kaye brings advice experience, operational understanding and practical implementation support together to help firms make that transition with more confidence.

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

Implementation support that makes the process feel manageable

“Kaye combines strong technical expertise with a genuine understanding of business needs, and I would highly recommend her to any business or advisory firm looking for a knowledgeable, efficient and reliable myprosperity implementation partner.”

Marion Mays
Founder, Money Strong

“Kaye combines strong technical expertise with a genuine understanding of business needs, and I would highly recommend her to any business or advisory firm looking for a knowledgeable, efficient and reliable myprosperity implementation partner.”

Marion Mays

Founder, Money Strong

Need help launching or improving myprosperity?

Let’s talk through where your firm is now, what support would be most useful and how Argent can help make the next stage clearer.