We believe everyone should know where they’re heading financially.
As specialist, independent financial planners, we’re here to provide financial advice so you can see what lies ahead for you and your family.
Because life is for living.
Our mission is simple: to help you live your best life possible with the money you have.
Working together, we’ll discover what really matters to you and then help you plan to achieve it. It’s something we do for many other business owners, professionals and their families.
We’re in it for the long haul. Many of the relationships we’ve built up have been going strong for over 40 years – and most of them have come to us by referral. We think that speaks volumes.
It’s about you.
At Synergy, we make sure that you’re always at the centre of everything we do – that’s why we designed the unique Synergy Lifestyle Track. It’s our structured programme that breaks down financial planning and financial advice into clear easy-to-follow steps.
“Working with Synergy Financial Planning has been a revelation – they have persuaded us that the future is now! This has allowed us to view our financial future differently and given us courage to access capital now while still providing for future needs.”
Robert & Moira
We’d love to hear from you.
Give us a call or send us an email to get started.