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.
Wealth Consultants
Wealth consultants
Whether you’re a business owner with significant assets, an individual facing a complex transition like a divorce or partnership dissolution, or a family planning for long-term security, our Wealth Consulting services are designed to address your specific needs and provide expert guidance.
Our services are designed to provide comprehensive support for business owners, individuals, and families who are facing these challenges.
We can act as your personal CFO and life management partner, especially for high-net-worth individuals who value their time. We offer:
- Family & Business Consultancy: We identify risks and opportunities in your personal and professional life, and connect you with strategic partners through our extensive network.
- Banking Consultancy: We facilitate discussions with your bank to streamline processes and secure optimal, competitive solutions.
- Succession & Estate Planning: We work with you and your specialists to create a clear plan for asset distribution, and can connect you with legal experts as needed.
- Financial Mediation: We facilitate financial discussions and implement strategies to prevent conflicts. For disputes in personal or business relationship breakdowns, including separation, bereavement, or if your business partner splits. We can also assist new blended families and people living with disability with their requirements.
- Financial Coaching: We help you align your financial mindset with your goals, fostering a healthier relationship with money.
Our areas of advice include:
- Business advice and planning
- Asset management
- Banking and lending support
- Process improvement
- Organisational design
- Family office services (high-level financial advice, investment management, family governance, bill paying, concierge services).
Synchronicity is all about not being restricted in how we can help clients directly or by connecting them with others.
