Wealth Synergy is committed to enriching individuals by delivering boutique investment opportunities to allow them to grow their wealth. We are not afraid to continually challenge conventional wisdom and actively encourage change in order to pursue growth. We are committed to putting our clients at the heart of our business, developing and maintaining long-standing relationships based on value-added services through honesty, integrity and trust. We are one firm, committed to delivering the full range of our capabilities, knowledge and resources to meet the needs of our clients internationally.
We are leaders in the industry with many different investment sectors under one roof. Whether you are an offshore investor looking at investing in Australia or local investor looking to grow your portfolio, we have the right kind of products for you. Our wide variety of investment choices are spread across different industries handpicked by experienced analysts based on unbiased independent research.
Wealth Synergy is one of the fastest growing independent boutique investment management/consulting firms in Australia providing foreign and local investors with the opportunity to invest in high quality products with a potential of substantial capital growth.
We manage and control each and every step from identifying the investment opportunity, to communicating with the specific strategic partner making the whole process seamless for the client.
Our experienced analysts only handpick projects based on extensive unbiased independent research so that we can add value to our clients’ asset portfolios and find the right investment opportunity and tailor it which suites our investor needs and have maximum growth potential. For our foreign investors we involve ourselves through the whole process thus providing foreign investors with peace of mind. At Wealth Synergy our Management team dedicates itself to managing the multiple aspects associated with ownership of environmentally friendly investments, agriculture, businesses, real estate, construction, etc. Based in Australia, Wealth Synergy’s Management team undertakes the responsibility of scanning for suitable projects which gives our clients/investors the maximum returns and high profile projects.
- Invest in Eco-Friendly investments
- Boutique Real Estate
- Unique Businesses
Our objective is to be the most innovative and desired investment management and consulting firm, by identifying quality investment vehicles which meet our stringent criteria and by forming global strategic alliances.
- Personal professional assistance
- High performing products and services. – meeting specific selection criteria ranging from eco-friendly products, to developments, to businesses
- Personal satisfaction through unbiased guidance.
- Experts who are leaders in their field.
- Accessing Australia via a complete management system.
– SMSF compliant , low initial outlay
Our experienced analysts only handpick projects based on extensive unbiased independent research so that we can add value to our clients’ asset portfolios and find the right investment opportunity and tailor it which suites our investor needs and have maximum growth potential and at the same time they or their families can enjoy the lifestyle of Australia.