Synergy Private Wealth

Synergy Private Wealth is the registered trading name of Synergy PW Pty Ltd. The business was established in 2016 and renamed to Synergy Private Wealth in 2019. It is privately owned and operated, based in Adelaide, South Australia, and serves clients across Australia. The team has over 100 years of combined experience. All financial advisers meet the FASEA education and ethics standards, and Shane Case holds the Certified Financial Adviser® designation.

The firm is a member of the Financial Advice Association Australia. It has grown by referrals from accountants, solicitors, and mortgage brokers. Services include wealth management, retirement planning, and tax-effective structuring. The firm uses a proprietary Retirement Income Framework to convert super and investments into reliable, tax-effective income streams. Joshua Fileti, Shane Case, and Joshua De Garis are authorised representatives of Paragem Pty Ltd.

Synergy Private Wealth has built a following among Adelaide professionals seeking a disciplined approach to their finances. Through the business, Joshua is named again and again for the thoroughness of his analysis and the care taken to understand each client's situation before any strategy is settled, and customers describe plans that are tailored to their own goals rather than applied from a template.

The scope of that work covers wealth building and investment planning as well as insurance and the restructuring of business finances around existing mortgages. Implementation is regularly reported as uncomplicated, with much of the execution handled on the client's behalf and straightforward language used to clarify technical points, while guidance is said to continue after the plan is finalised. The broader team attracts similar comments for being knowledgeable, supportive and attentive to detail, leaving clients with confidence that their affairs are properly organised.

Referrals from other professionals feature in the feedback, and clients in turn pass the firm's name to family, friends and colleagues. Many note that existing arrangements were transitioned without difficulty, and that a clear action plan was left in place to pursue longer-term goals such as retiring earlier. Joshua's honest and personal manner is a recurring theme.