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. We specialised in estate planning while proving all of your  traditional taxation and business planning needs. As experienced financial advisors, 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.

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