Clear advice.
Calm confidence.
Someone in your corner.

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Who we are

Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia.

We help bright, busy people organise their money, grow their wealth, and retire on their terms. Straight talking. Hands on. Built for the long term.

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The Synergy Story

Synergy is built on a simple belief: financial advice should actually change your life. Not a 100-page report handed over and forgotten. A team who coordinates the whole picture and stays in it with you for the long haul.

Our business has grown by referrals. Not advertising. Not cold calls. Accountants, solicitors, and mortgage brokers who trust us enough to send their clients our way. And clients who tell their friends and family.

Meet the team
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Marven Yap and Krystal Zhong talking and smiling in Synergy Private Wealth Adelaide office lobby. There is a wall with wooden slats, a black wall with a logo and the words 'Synergy Private Wealth,' a potted plant, and modern gray chairs.

The Synergy Effect

When the right people work together, the result is bigger than anything one person could achieve alone. Your money, your life, your plans, all pulling in the same direction.

Why we do this

Everyone's got an opinion about money. Friends. Family. ChatGPT. Meanwhile, tax and super rules keep shifting. Markets do what markets do. And the decisions that actually matter, the ones that affect your family, your retirement, your lifestyle, keep getting more complex.

We're the straight-talking, level-headed people who make sense of it all for you.

Our approach

We're the calm, persistent, get-it-done types. We follow a clear process, are stubborn about getting the best outcome for our clients and don't disappear when things get hard.

What we do

We specialise in wealth management, retirement planning and tax-effective structuring for Australians who are doing well and want to make sure everything is working as hard as it should.

That means goal setting, financial strategy and structure, superannuation, investing, tax planning, family wealth planning, pre-retirement planning, retirement income, and estate planning.

Our proprietary Retirement Income Framework converts super and investments into reliable, tax-effective income streams, structured so clients know exactly what they can spend, save, and share with family. Most of our clients end up with more income in retirement than they thought possible.

Credentials

  • Established in 2016 (renamed to Synergy Private Wealth in 2019)

  • Over 100 years of combined experience helping Australians plan for retirement and life beyond work.

  • Privately owned and operated.

  • Based in Adelaide, South Australia. Serving clients across Australia.

  • Multi-generational client relationships.

  • All financial advisers meet the FASEA education and ethics standards

  • Shane Case holds the Certified Financial Adviser® designation - held by fewer than 4,500 advisers nationwide.

  • Members of Financial Advice Association Australia