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ABOUT FYNERGY




FYNERGY means financial freedom

Fynergy financial freedom is aligned with you.

Fynergy understands achieving your personal financial freedom needs special knowledge.

Fynergy private clients receive personal high value investment advice.

Fynergy was founded in 2006 with over 20 years experience in providing financial and advisory solutions to private clients after, in their experience, substandard advice from existing banking, financial planning, business, accounting or legal relationships.


How Fynergy creates financial freedom?


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Investment Philosophy


Your financial freedom creates your happiness with your optimal return on equity over a life time.

CLIENT ACCOUNT MANAGEMENT - Portfolio Management

To access your private client portfolio portal click here

TotalView is the complete portfolio administration service offered through Fynergy.
Subject to your personal requirements, TotalView can provide:
Financial advice
Complete flexibility in matching the type and level of advice provided to your needs and objectives
Transaction execution & reporting
Online ASX data;
Broker trade contract notes & recording;
Bank settlement recording;
Derivative trade & settlement.
Administration
Account and cash management facility establishment;
Daily administration and recording of investment transactions;
Dividend and distribution receipt and processing
Corporate actions monitoring & recording
Monthly reconciliation of the account’s cash transactions with individual transactions;
Taxation reporting, including Statement of Financial Position, Operating Statement, Capital Gains Statements.
Client access & reporting
Secure web portal access to all portfolio, audit trail & reporting information;
Reporting includes portfolio valuation, portfolio income, cash transactions, asset allocation, performance review and tax report.
Electronic filing cabinet
Interactive document warehouse facility that includes financial & annual reports, compliance reports, product disclosure statements, financial institution & bank statements and other unallocated documents





All about

OUR TEAM






James Staples

Managing Advisor

do u even financial plan m8?.

jstaples@fynergy.com.au




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