About Us

As a boutique financial advisor to Mackay and Whitsundays based clients, we are committed to forming close partnerships with our clients. Our personal approach to service, along with our attention to detail, enables us to understand your unique situation and customise the assistance we provide to suit your requirements. Unlike a traditional financial advisor, we provide comprehensive advice covering all aspects of your business operations, as well as personal financial advice. Synergy is all about working towards outcomes that are more than the sum of their parts; we measure our success based on our clients’ long term growth and security.

Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Whether you are experienced or totally new to working with a financial advisor, we will ensure you have a pleasant and stress free experience. All your rights, responsibilities and options will be explained to you in plain English, so you feel confident and empowered to make the right choices. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! You may be surprised at the difference that can be made with just a few small changes to your financial arrangements, whether it be a whole different approach to the way you grow your wealth, or simply a fresh take on budgeting.

We invite you to explore the Synergy difference for yourself. For more information or to schedule an initial appointment, call (07) 4952 4763 now.