Wealth Management

The strength of Synectic’s wealth management service is that our financial advice is provided with support from the whole Synectic team. As a team we believe that we are in a privileged position – able to understand your financial affairs, your business and your wealth plans in a holistic sense.

Your financial adviser, business adviser, accountant and taxation expert are all in the same place, working together to make managing and growing your wealth easy!

Your financial strategies are developed, implemented and reviewed with expert consideration of all the implications and nuances of your personal situation. As a team, Synectic will consider all of your financial needs, taking account of your individual objectives, circumstances and preferences as well as tax effectiveness, your business goals, and overall financial position.

financial planning at Synectic

What We Do

Strategic Wealth Management

We provide seamless strategic, practical advice to investors, retirees and business owners. Whatever your stage of life, and whatever your challenges, our advisers will guide you with practical, achievable strategies.

We will help you get the most out of your finances to create and protect your wealth, provide for your family, achieve financial peace of mind and enjoy your lifestyle. We tailor all our services to your specific needs and we work closely with the accountants, business advisers and other professionals around us to make sure we deliver a seamless service that considers all your financial affairs.

Financial Advice & Wealth Management

Insurances & Business Protection

  • Financial planning
  • Retirement planning
  • Retirement savings accounts
  • Personal debt & cashflow management
  • Tax planning advice
  • Redundancy advice
  • Centrelink advice
  • Estate planning and administration
  • Wealth accumulation strategies
  • Investment strategies and implementation
  • Investment administration
  • Buying and selling shares
  • Superannuation advice
  • Income protection insurance
  • Trauma insurance
  • Life insurance
  • Total and permanent disability (TDP) insurance
  • Key person insurance
  • Business expenses insurance
  • Buy/sell agreements

We provide seamless financial advice to make managing your wealth easy

About Synectic Wealth

Synectic Wealth Pty Ltd is the financial services division of the Synectic group of accountants, auditors, business advisers, financial advisers and self-managed super fund specialists in Devonport, Launceston and Hobart.

Synectic Wealth Pty Ltd (ABN 24 615 317 194) is a Corporate Authorised Representative (# 1250871) of Alliance Wealth Pty Ltd:

ABN 93 161 647 007  |  AFSL 449221  |  Phone: 1300 557 598  |  Email: aw@cpal.com.au
Financial Services Guide  |  Complaints Procedure
For information in relation to or Alliance Wealth as an Australian Financial Services Licensee, please click here.

Information on this webpage has been prepared on a general advice basis only. The advice has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statement) and consider such document before you make any decision about whether or not to acquire the product. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions.

Hear From Some Of Our

Satisfied Clients

The financial management, advice on strategic planning issues and management of our superannuation fund provided by the partners and excellent staff has played an important part in our continued growth.

Royce & Thea FairbrotherFairbrother Pty LtdREAD MORE

I highly recommend Synectic for all aspects of accounting and financial advisory services.

James Neville-SmithNeville-Smith Forest ProductsREAD MORE

We switched to Synectic due to their ability to provide the high level financial and business advice we sought.

Malcolm LesterLester Franks Survey and GeographicREAD MORE

I have been a client of Synectic since 1973 and have appreciated their commitment to timelines and availability to assist in any way required.

Ken OvertonKenlyn GroupREAD MORE

I am a satisfied customer from all aspects.

Ken LastREAD MORE
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