Blog
Financial Market Update: March – May 2026
28 May
The past three months have been shaped by one dominant event: the outbreak of conflict in the Middle East, which has disrupted global energy markets, pushed inflation higher, and rattled investor confidence around the...[Read More]
End of Financial Year Checklist
28 May
What to action before 30 June 2026 With the end of the 2025–26 financial year approaching, now is the time to review your financial position and ensure you are making the most of available opportunities. Below is a practical checklist to work...[Read More]
New Office Phone Number
28 May
Please note that our office phone number has changed. To better support our clients, we have transitioned from a mobile service to a dedicated office landline. Going forward, please contact our office on: 08 8373 4386 We kindly ask that you...[Read More]
Four key strategies to safeguard your financial future
7 August
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster...[Read More]
Aged pensioners to feel impact of asset test changes
20 August
Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially...[Read More]
Top 5 dos and don’ts when seeking advice from a financial services professional
24 July
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]
Welcome to new Team Members
29 August
Synergy Private Wealth is delighted to welcome two new team members to our growing team. Josh De Garis joined us in July as a Financial Planner and brings with him over 10 years of experience in the financial planning industry. Josh is passionate...[Read More]
Update: First Guardian and Shield Investments
2 September
You may have seen recent news regarding First Guardian and Shield investment funds whose schemes have come under scrutiny by the Australian Securities and Investments Commission (ASIC). ASIC has taken action to suspend and move to wind up these...[Read More]
Christmas Closure
17 November
As Christmas approaches, we hope you find time to relax, recharge, and enjoy the company of family and friends. We would like to let you know that Synergy Private Wealth will be closed for the Christmas break between the dates of Monday the 22nd...[Read More]
Synergy Private Wealth Phone Number
17 November
Synergy Private Wealth has a new phone number and will be decommissioning the existing mobile phone numbers in the new year. To contact us please call 08 8373 4386 between the hours of 9am and 5pm - Monday to Friday.
Market Update
17 November
Markets Stay Strong as 2025 Heads Toward a Balanced Finish Despite global challenges, 2025 has turned out to be a strong year for investors. Stock markets have kept climbing, helped by easing trade tensions, excitement around artificial...[Read More]
Unlocking Property Investment Potential as Interest Rates Fall
17 November
With interest rates on the way down, many investors are wondering whether property deserves another look. Cheaper borrowing often boosts demand, and historically, real estate has gained momentum following rate cuts. For those seeking rental income,...[Read More]
Our New Phone Number
29 August
We are pleased to advise that we have recently upgraded our phone system and now have a new central contact number for all client enquiries. Our new number is (08) 8373 4386, and it will be available during our office hours, Monday to Friday, from...[Read More]