Get in touch with Synergy Private Wealth

We're based in Adelaide, working with clients across Australia

Book a chat. Send an enquiry.

Complete our quick enquiry form and we'll give you a call for a no-pressure conversation about your situation.

Find us.

Synergy Private Wealth

Level 6, 55 Grenfell Street, Adelaide SA 5000

Phone: 08 8373 4386

 

Frequently asked questions.

  • Our clients are bright, busy professionals and business owners who are quietly aware that their wealth could be working harder, their family better protected, and their future more certain.

    Most of our clients fit into one of three groups:

    1. In the thick of it. Established business owners and high earners who are building wealth but have no headspace to manage it properly.

    2. Pre-retirees. People who are ten years out to the final stretch wanting to make sure every decision between now and retirement counts.

    3. Managing a windfall or a major life change. People who've come into a lump sum through redundancy, inheritance, or the sale of a business - or who are suddenly managing money on their own after losing a partner.

    We're probably not the right fit if you're early in your career, focused on paying off debt, or after a one-off product recommendation. We're built for long-term relationships, not quick transactions.

  • Yes. While we're based in Adelaide, we work with clients across Australia. Most meetings can be conducted virtually, and we're set up to make the process straightforward regardless of where you are.

  • The first step is a free 15-minute phone call. No preparation needed, no commitment required. We'll ask what's on your mind financially, tell you a bit about how we work, and work out together whether we're the right fit. If we are, we'll talk about next steps. If we're not, we'll tell you honestly.

  • There's no minimum balance. What matters more is fit. Are you at a stage where proper financial planning will make a real difference? Are you looking for someone who'll stay in your corner for the long haul?

    Most of our clients have solid super, a family home, and often an investment property. The common thread isn't a dollar figure. It's that they've done well, they suspect they could be doing better, and they want someone they can trust to find out.

  • Our fees are fixed and transparent. There's a fee for your financial plan and initial setup, and an annual ongoing fee for continued advice and support. Fees are based on the complexity of your situation, not the size of your portfolio.

    Before you commit to anything, we'll give you a clear proposal spelling out exactly what we'll do and what it'll cost. No surprises. You'll have time to read it, think about it, and ask questions. We won't start until you're comfortable.

    Financial plan and set-up fees typically start from $1,650

    Our annual ongoing support fee starts from $2,200 per year

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • A Certified Financial Planner (CFP®) is a financial adviser who has met the highest education, examination, and experience standards in the profession. It's internationally recognised and held by fewer than 4,500 advisers in Australia.

    Shane Case holds the CFP® designation, which means he's committed to ongoing professional development and a strict code of ethics, putting clients' interests first, always.

    Learn more at Financial Advice Association Australia (faaa.au).