Browse our FAQs to learn more about us, our services, and how a wealth and financial advisor can help you.

A financial advisor can help you by:

  • Developing a financial plan based on your goals and circumstances
  • Providing investment advice and portfolio management
  • Offering guidance on insurance, tax, and estate planning
  • Monitoring your finances and making adjustments to your plan as needed
  • Helping you understand and make informed decisions about your finances

Wealth consultancy is advice and guidance on managing and growing your financial resources and assets, including your business. It includes personalised financial planning, investment strategy, tax planning, estate planning, risk management and other financial services aimed at helping you achieve your financial and personal goals.

Business consultancy or coaching can help improve your business performance, operations, and profitability. It provides advice and guidance on business strategy, process improvement, organisational design, and other relevant areas.

Family office is customised financial and operational support for high-net-worth individuals and their families. It involves consolidating and managing your family’s financial and investment assets, estate planning, tax planning, risk management, philanthropic advice, family governance and concierge services.

Our financial counselling services are charged at an hourly rate. Our wealth consultancy and financial planning services are TBC. All of our prices are transparent and provided up-front.

We make communicating with you and managing your finances as easy as possible through MyProsperity and your Asana Wealth Management Board. Our client portal lets you view your entire financial world, sign documents, store sensitive material, set budgets, see live data feeds, assets and more.

Our Synchronicity Wealth home is located at 144 Parry St, Newcastle West NSW 2302. Parking is available. But we can have meetings at a location of your choice or virtually.