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Synergy Private Wealth

"Helping to create the life you want"

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.

What We Do

Expertise | Accountability | Excellence

At Synergy Private Wealth, we aim to work with all of your other professional service providers like, accountants, solicitors, bank managers and mortgage brokers to ensure all matters are considered.

As we are across all your financial affairs, we can identify where you may need additional guidance and ensure these requirements are attended to.

If you do not have representation in a specific area, we can connect you with one of our highly recommended specialist partners.

To support our offering of enriching lives, we provide the following specialist advice services:

          Family office and family board administration
          Wealth creation and preservation
          Ethical investing
          Cash flow management
          Personal injury service
          Retirement planning
          Taxation optimisation
          Philanthropy – charitable giving
Estate planning

Family Office and family board administration

Complex family asset structures require constant review and management to attain family goals. This process is often difficult for clients to manage because of the knowledge and time required to produce the best possible outcomes.
Many advisers in the financial services industry specialise in certain areas, but not in every discipline required for a complete client solution. While they enlist other professionals to manage differing asset segments, this can lead to a dysfunctional and sometimes costly structure for clients.
Our Family Board structure accommodates large and complex assets, and manages assets in line with clients’ goals and families’ aspirations. We can control the administration of your assets, and manage relationships with your lawyers, accountants, stockbrokers, insurance advisers and other necessary professionals.
As the Administrator of your Family Board, we ensure you receive regular and consistent reports on your asset performance. We also provide you with the peace of mind that comes with knowing that your family assets are optimally structured for the best performance.