Our Services

Synergi Investment Ltd  help clients by introducing them to a range of financial solutions offered by leading regulated investment and insurance providers.

Wealth Management for
busy professionals

Your time is a valuable commodity.
Synergi Investment Ltd can save you time by introducing you to regulated and recognised investment professionals.

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Financial planning
for explorers

Access a range of financial institutions, Synergi Investment Ltd can save you time by introducing you to regulated and recognised investment professionals.

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Financial

Retirement Planning

BEST TO START EARLY AND REVIEW REGULARLY

It is essential to start planning early into your career to help you maintain the lifestyle you are accustomed to, whilst being able to pay bills as you enjoy your retirement.

In many cases it’s wise to take out additional plans to ensure that your retirement is as stress FREE AND ENJOYABLE as possible.

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Review your plans

IT’S CRUCIAL YOU REGULARLY REVIEW YOUR PLANS

These are just some events that should alert you to review your current plan:

  • LOST CONTACT WITH YOUR ORIGINAL ADVISOR
  • MORE THAN 12 MONTHS SINCE YOUR LAST REVIEW
  • CHANGE IN YOUR CIRCUMSTANCES e.g. New Job/Location
  • CHANGES TO THE INVESTMENT ENVIRONMENT AND WORLD ECONOMY

 

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Planning

Finding an affordable solution that meets your personal financial requirements, and helps you achieve your goals, requires the attention of a professional expert.

We can help introduce to a range of investment and insurance providers who can help reduce your current tax liabilities, protect your family financially and secure your future.

You may wish to plan for a child's education, property investment, retirement income, or protect your income through life assurance.

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