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It all starts with an obligation-free Discovery Call (30 mins) where we grab some details from you about your personal and financial situation. This call is free and you can decide later if you wish to continue with an in-depth Wealth Session.
We then hold an in-depth Wealth Session (2 hours) where we go through the information together that you’ve been asked to bring, and offer tailored strategies for your situation.
After this session, you’ll receive a detailed Wealth Report, which clearly outlines these strategies and highlights opportunities for growth.
Comprehensive strategies to manage and grow complex financial portfolios
Planning for a comfortable and secure retirement
Building wealth and securing your family’s future
Establishing a strong financial foundation for long-term success
Norma Samson is a seasoned financial expert with over 20 years of experience in financial planning and strategic consulting. As the Principal Wealth Advisor at Synchronicity Wealth,
Norma has dedicated her career to helping individuals, families, and businesses achieve financial success while aligning their finances with their personal and professional goals.
Norma doesn’t do things to personally benefit financially but to truly help put clients in a better position and help them achieve their goals. Norma’s heart is at the centre of everything she does, and I trust her.
After the unexpected passing of my partner, I had my hands full dealing with my loss and grief and did not feel that I could handle the financial responsibilities as well. Norma organised for specialists to sort out his estate, keeping me informed while protecting me from the stress and anxiety of the whole process.
We chose Norma at Synchronicity because she understands how we want our business to run and the type of culture we’re trying to maintain as we grow. With her business advice and mentorship, we feel empowered to make decisions knowing we have someone in our corner encouraging us to keep pushing towards our goals.
