Is your financial plan heading in the right direction?
Synergy Wealth Solutions can help keep you on track.
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Whether you are looking to buy a home, refinance or invest in property, a Synergy Wealth Solutions mortgage broker can do all the leg work for you.
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Insurance for you and your family
Synergy Wealth Solutions can help you reduce the risks associated with wealth accumulation
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We can help you with ...
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
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Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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What our Clients Say
“All through life we make important decisions I feel 2 are the most binding. Your first house then your retirement. I have passed through the first house scenario now I am at the retirement stage of my life so how much do I need to sustain my life style and for how long. These are very difficult questions which my wife and I have agonised over until we met Peter from Synergy Wealth Solutions. I feel we have been very lucky to find somebody who could assist us with these very complex decisions. Both my wife and I feel that with Peter’s able assistance we can look forward to a comfortable retirement where we will enjoy our own superannuation and benefit from the aged pension. I have no hesitation in recommending Synergy Wealth Solutions and further would advise that the sooner your receive advice the sooner your money can be working for you.”
– David Tester
“I undertook an overseas posting some years ago and I was not happy with financial advice I was given. I researched and went to Peter Moore who offered me sound advice. If I did not take that advice I would not be where I am today financially.
Unfortunately my wife was involved in a car accident while visiting my Daughter in Scotland; I left work to care for her. This would not have been possible without secure financial position. This position was due with the support of Peter Moore. I would strongly recommend Peter Moore who over the years has diligently provided me with good financial advice and has gained my friendship during this association. It is very comfortable being in his presence. As we know through the GFC sound financial advice is imperative to the family and knowing you is in good hands is a great feeling.
Go and talk with peter Moore then you will understand why I put my family and Financial future in his hands. I have now been retired 8 years, and after setting up my Allocated Pension I am still financially sound.”
– Ken Overhall
Why Choose Us?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Knowledge and Experience
Our Accountants and business advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters.
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
A Holistic Approach
We want to understand exactly what you want to achieve and provide you with strategies and techniques to guide you towards your goals.
Keep You On Track
We will stay in contact with you because we want to ensure your business plan continues to meet your needs and that you stay on track to achieve your goals.
Ease and Convenience
Deal with one firm for your accounting, tax preparation, business planning, audit & financial planning needs.
Peter Moore JP
Professional & Mortgage Specialist, Financial Planner
Peter has 13 years experience in Financial Planning
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Jodi Seaton JP
CERTIFIED FINANCIAL PLANNER™, Professional & Mortgage Specialist
Jodi over 25 years’ experience in the Financial Services industry
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Client Services Manager
Melanie ensures that a high level of customer satisfaction is maintained.