aboutWhere financial empowerment
meets purposeful living.
Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We are dedicated to empowering women, supporting them with their financial wellbeing and ultimately enabling them to fulfil their legacy.
Our ClientsWe work with a diverse range of ultra-high-net-worth women and their families across Australia. Our clients range from entrepreneurs and leaders who wish to build on their existing legacy, to women taking primary responsibility for wealth due to a major life event.
Our Services First and foremost, we take the time to understand our client’s purpose and values and we then tailor our services accordingly. Our services include but are not limited to: financial accounting and reporting, taxation, lifestyle asset administration, philanthropy and foundation management, estate planning, family business advisory and board governance, next-generation engagement and coordination of professional advisors.
OUR PURPOSE STATEMENTEmpowering women and their families to fulfil their legacy.
Our Values
Our values are fundamental to the way we operate, behave, and make decisions. They dictate how we serve our clients, work within our team, and interact with other advisors.
Trust
We are open and honest, ensure utmost discretion and most importantly, we have our client’s best interest at heart.
Compassion
We listen deeply, have a genuine desire to help and respond with warmth and understanding.
Energy
We bring positivity, foster a growth mindset, and pursue our purpose with passion and dedication.
Professionalism
We are highly competent and always act with integrity, confidentiality, objectivity, and due care.
Collaboration
We build and nurture strong relationships, value and support our team, and create a sense of belonging and community.
Our Founder
Our founder and leader, Bree Fraser, is deeply passionate about elevating women to make a difference with their lives.
Having personally experienced several major life events, Bree not only understands the importance of financial wellbeing through these challenging times but also how transformational it is when we align our lives with our personal purpose and values. This inspired the creation of Theá Advisory.
Bree has over 20 years of financial experience, most recently as the Chief Financial Officer for one of Australia’s largest family offices and philanthropic organisations.
Prior to that, Bree held senior finance roles for large multinational corporations, having worked abroad in Dubai and Singapore for top listed UK companies.
Bree holds qualifications with the Institute of Chartered Accountants in Australia and the Australian Institute of Company Directors and a Bachelor of Commerce from University of Western Australia.
Being an avid supporter of women empowerment and equality, Bree is a proud Non-Executive Director of Coaxial Foundation; Member of Chief Executive Women; and Fundraising Committee Member for Ruah Community Services.
Nicola Forrest, AO
“I have personally found Bree to be exceptionally trustworthy and caring. She is a high calibre finance executive and an outstanding leader.”