Working in synergy since 1976
Synergy Financial Planning – the name says it all – was established more than 40 years ago to help successful business owners, individuals and their families make better decisions with their money. It was founded on the core values of trust, respect and honesty, and a desire to build strong relationships that would stand the test of time.
It’s not all about money, it’s about you.
Every client we work with is unique. Each one has a different amount of money, different goals they want to achieve and a different approach to risk.
However, there is one thing they've all got in common - they all want to know if they're going to be financially OK in the future.
sy-ner-gy
(noun: from the Latin synergia)
Working together to achieve great things.
Producing a combined effect greater than the sum of its parts.
The big questions.
What happens if?
How long will my money last?
When can I give up work?
How much is enough?
We’re here to answer those burning questions and help you get a clearer view of your own financial picture.
Life is for living, after all!
“We thought we’d have to work for another couple of years before we could stop, then we found Synergy and found out we could retire the next day! They helped us understand what a plan for the next 20-30 years could look like, which gave us such clarity that we sleep easy at night knowing we won’t run out of money.”
Andrew & Claire
Our fees.
A trusted relationship starts with us being totally honest and transparent about our fees – and we understand you’ll want to know how much our advice will cost before you work with us. Our first meeting will be completely free – this is what we call our ‘discovery meeting’ where we find out a little bit about you and what you want to do.
If we agree there’s synergy between us, we’ll then explain our fees and give them to you in writing. That way, everything is transparent and we all know what to expect from day one.
We’d love to hear from you.
Give us a call or send us an email to get started with living your best life financially.
