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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 located in the heart of Adelaide. We 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-centred financial advice, providing a straightforward cost structure, as well as 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 intergenerational wealth.

Strategic Investment Solutions

Our experienced team offers tailored advice on a diverse range of investment opportunities, including direct equities and managed investments. Whether you're considering individual stocks or seeking the stability of managed funds, we provide insightful guidance to help build wealth, whilst managing risk through market fluctuations.

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.

Self Managed Super Fund (SMSF) - Investment & Administration

Take control of your retirement savings with our expert SMSF services. We collaborate with you to tailor an investment strategy that aligns with your goals and preferences. Our team will guide you through the process of selecting investments while helping you navigate compliance requirements.

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.

Wealth Preservation

Safeguard your future with our comprehensive personal and business insurance solutions. Our dedicated team offers tailored advice to protect you and your assets against life's uncertainties.

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.