Synergy Wealth
Integrated Finance, Insurance & SMSF Solutions for Wealth Building
Removing the headache of dealing with multiple providers, we offer a trusted one stop service for Finance, Insurances & SMSF for Australians and their Businesses.
Integrated Wealth Management
SMSF
Self Managed Super Fund strategy, set up and on going monitoring
Life & General Insurances
Don't overpay and be undercover for important insurances
Business Finance
Secure the right funding for your specific business requirements and goals
Home Lending
Ensure your home insurance finance is fit for your specific stage of life
How We Work
Our three stage approach is simple and easy to navigate. We work with you all the way!
1. Discover
Together we review and clarify your financial goals
2. Build a Strategy
We design a clear tax-effective plan for your property, Superannuation and risk protection needs
3. Implement
We coordinate lending, setup & insurance seamlessly under the Synergy Wealth umbrella
Schedule a Call
Things we are often asked
Frequently Asked Questions (FAQ's)
(General Advice – AFSL 700061)
1. What services does Synergy Wealth provide?
Synergy Wealth offers a complete suite of financial, lending and protection services, including:
Independent personal insurance reviews (Life, TPD, Trauma, Income Protection)
SMSF setup, structure and strategy
Property purchase inside SMSF, including lending, bare trusts and compliance
Mortgage broking for home, investment, SMSF and commercial lending
General insurance for landlords, home & contents, vehicles and small business/commercial needs
Everything is coordinated to make the entire process simple and streamlined.
2. Are your insurance recommendations independent?
We compare multiple insurers, explain the differences in plain English, and help you choose the policy that offers the best value and protection.
There are no fees, no pressure, and you remain fully in control at every step.
3. Can you help me set up and use an SMSF to buy property?
Absolutely.
We manage the full SMSF setup process, including:
Trust deed & corporate trustee
ABN/TFN application
ESA setup & bank account
Bare trust / LRBA loan structure
Rollover guidance
Preparing the fund for property purchase
We then support you through SMSF lending, property selection, settlement and compliance, so the end-to-end process is seamless.
4. Do you also handle lending and general insurance needs?
Yes — through our lending and insurance team we provide:
Home loans, investment loans, SMSF loans & commercial loans
Public liability, professional indemnity, landlord insurance, home & contents, and motor insurance
Rate reviews, refinancing and negotiation with your existing bank
This means your lending, SMSF, insurance and property strategies are all aligned in one place.