Financial Advice

Devonport, Launceston and Hobart Tasmania

The strength of Synectic’s financial advice service is that our advice is provided with support from the whole Synectic team. As a team we believe that we are in a privileged position – able to understand your financial affairs, your business and your wealth plans in a holistic sense. From our offices in Devonport, Launceston and Hobart we provide financial advice across the whole of Tasmania.

Your financial adviser, business adviser, accountant and taxation expert are all in the same place, working together to make managing and growing your wealth easy!

Your financial strategies are developed, implemented and reviewed with expert consideration of all the implications and nuances of your personal situation. As a team, Synectic will consider all of your financial needs, taking account of your individual objectives, circumstances and preferences as well as tax effectiveness, your business goals, and overall financial position.

Financial Advisers in Devonport, Hobart and Launceston Tasmania

We provide seamless financial advice to make managing your wealth easy

Top financial planning strategies

Download this checklist for 8 simple strategies to help you get your financial planning in order.

What We Do

Strategic Wealth Management

Wealth Management, Retirement Planning, Superannuation & SMSFs, Risk Management

We provide strategic, practical financial advice to families, investors, retirees and business owners. Whatever your stage of life, and whatever your challenges, our advisers will guide you with pragmatic, achievable strategies.

We will help you get the most out of your finances to create and protect your wealth, provide for your family, achieve financial peace of mind and enjoy your lifestyle.

Our financial advisers work alongside a talented team of accountants and business advisers across Tasmania to bring you a focus on long-term investments and financial planning. Our work involves understanding your goals, putting a long-term plan in place, researching and recommending suitable investments, and managing risk along the way. We help you stay accountable to your goals, provide a high level of service, and deliver a seamless service that considers all your financial affairs.

Financial Adviser PJ Cameron

Financial Advice & Wealth Management

  • Financial planning & Wealth accumulation strategies
  • Retirement planning & Retirement savings accounts
  • Personal debt and cashflow management
  • Tax planning advice
  • Redundancy & Centrelink advice
  • Estate planning and administration
  • Investment strategies, implementation & administration
  • Buying and selling shares
  • Superannuation advice
  • Self-managed super fund (SMSF) establishment, strategy and administration

Insurances & Business Protection

  • Income protection insurance
  • Trauma insurance
  • Life insurance
  • Total and permanent disability (TDP) insurance
  • Key person insurance
  • Business expenses insurance
  • Buy/sell agreements

Hear what people like you

are saying about Synectic

Matthew McConnell has been our financial adviser for many years. His financial guidance set us up for what is proving to be a stress-free retirement income. At every stage he has explained in easy terms every step we have needed to make to get the best from our financial situation. We have great trust in his financial judgement.

We have been long standing customers of Synectic and thoroughly recommend and trust Matthew McConnell and his team. We consider him a friend as well as a financial adviser and his knowledge, advice and updating for us over all these years has been second to none.

Matthew McConnell and his team are our trusted investment managers. Their well-considered advice for our business, personal and superannuation investments has provided excellent long-term and hassle-free outcomes.

Read more stories from our clients

About Synectic Wealth

Financial Advisers in Devonport, Launceston and Hobart Tasmania

Synectic Wealth Pty Ltd is the financial services division of the Synectic group of accountants, auditors, business advisers, self-managed super fund (SMSF) specialists, and financial advisers. We are based in Devonport, Launceston and Hobart and provide services across Tasmania.

Synectic Wealth Pty Ltd (ABN 24 615 317 194) is a Corporate Authorised Representative (# 1250871) of Alliance Wealth Pty Ltd:

ABN 93 161 647 007  |  AFSL 449221  |  Phone: 1300 557 598  |  Email: [email protected]
Financial Services Guide  |  Complaints Procedure
For information in relation to or Alliance Wealth as an Australian Financial Services Licensee, please click here.

Information on this webpage has been prepared on a general advice basis only. The advice has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statement) and consider such document before you make any decision about whether or not to acquire the product. Self-managed superannuation funds are not cost competitive for lower balance accounts and are not appropriate for all investors due to the time, cost and responsibility involved in managing an SMSF. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions.

ABOUT US

Synectic is a Chartered Accounting and Advisory firm that brings together the skills of business advisers, accountants, taxation experts, financial planners, auditors, and self-managed superannuation experts.

Our team operates Tasmania-wide from Devonport, Hobart and Launceston offices.

Our mission is to enhance the prosperity of our people, clients and community.

We offer the depth of knowledge, specialist skills and resources usually associated with much larger firms. Yet our size, availability and flexibility enables us to develop an in-depth understanding of your business and financial affairs.

CONTACT US

Devonport
A: 49 Best Street, Devonport
P: (03) 6424 1451

Hobart
A: 30 Burnett Street, North Hobart
P: (03) 6239 4900

Launceston
A: Level 3, 46 St John Street, Launceston
P: (03) 6337 6777

Office Contact
M: PO Box 6003, Devonport, TAS, 7310
E: [email protected]

ACCREDITATION

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