Simplify your life,
amplify your returns.
Synergy is designed to provide investors and their advisers with portfolios they can hold for the long term.
The right approach to investing begins with great advice. An adviser gets to
know all about you – your goals, your capacity and tolerance for risk – and
develops a strategy for you to achieve your objectives. Synergy is designed to
provide investors and their advisers with portfolios they can hold for the long
term, with a range of options to match your objectives.Your adviser will work with you to put that strategy into action through a fully diversified, professionally managed portfolio with Synergy that is cost-effective, transparent and smart.
BENEFITS OF USING SYNERGY
It’s a focus on the investor and providing the tools to help you achieve your goals.
Synergy provides investors with a depth of detail and accuracy in meeting investment objectives.
Synergy also helps to provide advisers and investors with clarity around what the important aspects are when investing.
The focus, accuracy and clarity of Synergy saves you time.