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Synergy Private Wealth

“Guiding you through financial complexities in life”

Synergy Private Wealth is a strategic financial advice business purpose-built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute on all the individual ways that “life enrichment” works for you.

With the right foundations in place, and strong ongoing support, we see positive transformation occur. Clients generally express this in different ways: feeling “sorted”, gaining “peace of mind” or simply being in control.

We are a privately-owned advisory firm and specialise in wealth preservation, estate planning and investment management services. Our clients include many successful Australians and their families.

Our proud heritage includes pioneering client-centered financial advice, providing a straight forward cost structure, guiding and project managing the affairs of our clients.

Service Offering

Family Office and Board Administration

Family wealth can raise complex and sensitive questions. Our Family Board offering accommodates complex matters to assist with conflict free planning, robust governance and the seamless transfer of wealth.

Wealth Creation and
Preservation

We strive for a deep understanding of what growing wealth really means to you and how this will benefit your life. We then tap into our specialist knowledge to develop various wealth creation and protection strategies to assist in meeting your specific lifestyle goals.

Taxation
Optimisation

Whilst building your detailed strategy, we also go about working on the most tax effective strategies which can help spearhead the accumulation of wealth. There are a number of strategies available to assist you in reaching your desired goals in the most tax effective way.

Retirement
Planning

Regardless of your current stage in life, a well thought-out retirement strategy will, at some point, be pivotal in helping you to achieve your retirement income needs.

Philanthropy and
Charitable giving

With our assistance and planning, several successful families are beginning to reach a point where they have accumulated sufficient wealth to see them through the rest of their lives. At this point, discussion around legacy planning becomes paramount, which is where our experience helps provide guidance around complex planning matters.

Property Investment
Solutions

Beyond the property purchase, we offer tailored guidance on the strategic aspects of your investment. Our experts assess the suitability of purchasing through various entity structures, providing valuable insights into taxation planning and asset protection strategies.

Estate Planning

An Estate Plan ensures that your assets are transferred in line with your wishes, so that your loved ones are taken care of should the unthinkable occur. It’s a difficult topic to discuss, but we believe it’s important to have a plan for when it’s needed most.