Financial Synergy's tailored administration solutions allow your organisation to make smart choices with administration packages and strategies that suit your business now and in the future.
Our team of highly trained staff provide excellence in client-care, allowing your organisation to provide stand-out superannuation services to your customers.
Financial Synergy delivers an unparalleled advantage by utilising the expertise of in-house software specialists, fund administrators and independent trustees to deliver valuable outcomes.
We help our clients to convert challenges into opportunities by devising solutions that maximise the member experience and boost business performance.
Administration offerings
- RSA
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A solid, entry level platform for your customers who require a generic fund solution Financial Synergy RSA has the flexibility to cover most customers' requirements.
- CUBS Super
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A new concept in superannuation designed specifically for Credit Unions and Building Societies with low fees, competitive investment performance and realtime member online access.
- SUPER ADMIN
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Linking administration services and software, Financial Synergy offers a formidable partnership for your business, allowing your superannuation products to get the edge on the competition.
- NON SUPER ADMIN
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With over 30 years of industry experience and a proven track record we know how to manage your client's wealth with a range of products from master trusts, pensions and annuities, pooled super trusts, and more.