Synergy Private Wealth

Welcome to Synergy Private Wealth, a premier financial institution located in Adelaide, Australia. Our strategic financial advice business is dedicated to guiding you through the complexities of life and helping you achieve true life enrichment.

At Synergy Private Wealth, we believe in the power of collaboration and partnership. We work closely with our clients to define, plan, and execute all the individual ways that "life enrichment" works for them. With the right foundations and ongoing support, we witness positive transformations in our clients' lives. They often express their satisfaction by feeling "sorted," gaining "peace of mind," or simply being in control.

As a privately-owned advisory firm, we specialize in wealth preservation, estate planning, and investment management services. Our esteemed client base includes many successful Australians and their families. We take pride in our heritage of pioneering client-centered financial advice and providing a straightforward cost structure. Our dedicated team guides and project manages the affairs of our clients to ensure their financial well-being.

What sets us apart is our commitment to working with your other professional service providers, such as accountants, solicitors, bank managers, and mortgage brokers. By being across all your financial affairs, we can identify areas where you may need additional guidance and ensure that these requirements are attended to. In case you lack representation in a specific area, we can connect you with our highly recommended specialist partners.

To support our mission of enriching lives, we offer a range of specialist advice services. These include family office and family board administration, wealth creation and preservation, ethical investing, cash flow management, personal injury service, retirement planning, taxation optimization, philanthropy (charitable giving), and estate planning.

We understand that family wealth can raise complex and sensitive questions. That's why we have developed a Family Board structure to accommodate complex matters, assist with conflict-free planning, establish robust governance, and facilitate the seamless transfer of wealth. With Synergy Private Wealth, you can rest assured knowing that your family assets are optimally structured for the best performance.

Our dedicated advisor, Joshua Fileti, is an authorized representative of Fitzpatricks Private Wealth Pty Ltd. We are registered as Fitzpatricks Private Wealth S.A Pty Ltd, operating under the trading name Synergy Private Wealth. Our corporate authorized representative number is ABN 70610947003.

Please note that the information provided on our website is of a general nature and has been given without considering your objectives, financial situation, or needs. We strongly recommend that you consider, with or without the assistance of a financial adviser, whether the information is appropriate for your particular circumstances.

Choose Synergy Private Wealth for comprehensive financial advice and let us guide you towards a life enriched with financial stability, peace of mind, and control. Contact us today to start your journey towards a brighter financial future.