Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
9
self-reported 2–10 band
Founded
2019
7 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Synergy Private Wealth is a strategic advice business aimed at assisting professionals and high net worth individuals to meet their unique lifestyle goals. This is enhanced by the power of strong collaborative partnerships, working closely with clients to define, plan and execute on all the individual ways that “life enrichment” works for you.
With the right foundations in place, and strong ongoing support, we see positive transformation occur. Clients generally express this in different ways: feeling “sorted”, gaining “peace of mind” or simply being in control.
Our business structure is purpose-built for life enrichment. We are a privately-owned advisory firm and specialise in wealth preservation, estate planning and investment management services. Our clients include many successful Australians and their families.
Our proud heritage includes pioneering client-centered financial advice, providing a transparent fee based approach, guiding and project managing the affairs of our clients.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 6, 55 Grenfell Street; Adelaide, SA 5000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at Synergy Private Wealth?
The record holds 9 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Synergy Private Wealth have offices?
One address on record, Australia only. Primary: Level 6, 55 Grenfell Street, Adelaide, SA 5000.
Has Synergy Private Wealth raised funding?
None linked to this brand.
Which companies are listed alongside Synergy Private Wealth?
Eight peer profiles on record: Halpin Wealth and SA Wealth Group.