Synergy ConsultancyThree practices. One file per client.
Advisory, investment management, and estate transfer, handled by people who talk to each other — not three firms that happen to share a client.
Three practices. No separate paperwork.
Most advisory firms hand you off between specialists who've never spoken to each other. Synergy keeps the same three people — your advisor, your portfolio manager, and your estate lead — on one file for as long as you're a client.
Financial Advisory
The day to day planning: what you're earning, what you owe in tax, what retirement actually costs, and how your goals shift as life does.
- Retirement & income planning
- Tax-efficient structuring
- Risk & insurance review
- Goal-based financial roadmaps
Investment Management
We manage the portfolio itself — how much risk it carries, how long it needs to last, and how much cash you need to keep on hand.
- Discretionary portfolio management
- Equity, fixed income & alternatives
- Ongoing rebalancing & reporting
- ESG & values-aligned mandates
Estate & Inheritance Transfer
When it's time to settle an estate or move assets to the next generation, it's handled by people who already know the portfolio and the family.
- Estate & probate settlement
- Trust administration
- Beneficiary & inheritance advisory
- Cross-border asset transfer