Synergy Private Wealth is a leading financial advisory firm that specializes in guiding individuals and families through the complexities of managing wealth. With a focus on Family Office and Board Administration, the company offers conflict-free planning, robust governance, and seamless wealth transfer services. Their experienced team provides tailored advice on strategic investment solutions, including direct equities, managed investments, and tax optimization strategies to help clients build wealth while managing risks effectively.
Committed to helping clients achieve their retirement income needs, Synergy Private Wealth offers comprehensive retirement planning services, including Self Managed Super Fund investment and administration. The firm also assists with philanthropy and charitable giving, legacy planning, wealth preservation through insurance solutions, and property investment strategies. With a strong emphasis on estate planning, Synergy Private Wealth ensures that clients’ assets are transferred according to their wishes, providing peace of mind for their loved ones.
Located in Adelaide, Australia, Synergy Private Wealth is dedicated to providing personalized financial advice and guidance to help clients navigate the complexities of wealth management. As a registered trading name of Synergy PW Pty Ltd, the firm’s team of experts, led by authorized representatives Joshua Fileti and Shane Case, work closely with clients to develop tailored strategies that align with their financial goals and preferences. By offering a range of services aimed at optimizing wealth accumulation and protection, Synergy Private Wealth stands out as a trusted partner in helping individuals and families secure their financial future.