The Financial Planning Association of Australia The Financial Planning Association of Australia

Jodi Seaton, CFP®


Name Jodi Seaton, CFP®
Company Synergy Wealth Solutions Pty Ltd
Address Suite 10 Fountain Corporate
2 Ilya Avenue
Erina, NSW 2250
Phone 02 4365 4466
Mobile 0421116697
Email [email protected]
Website http://synergywealthsolutions.amp.com.au

Jodi has 25 years experience working in the financial services industry, particularly specialising in superannnuation management & strategies.

She established her own financial planning business on the NSW Central Coast in 2002, and now manages the succcesful Synergy Wealth Solutions financial planning business with Peter Moore.

Synergy Wealth Solutions works with local clients, individuals and small businesses, to ensure that they are making the most of opportunities available to them. They help their clients clarify goals, make plans and help them achieve those goals. These include making the most of their income, selecting tax effective investment strategies, protecting their families financial future and planning for their goals.

You don't need a great deal of money to start planning. Some clients start with none! Synergy Wealth Solutions work with you and your particular situation to make sure you are in control of your finances and making the most of all opportunities, no matter how big or small.

Synergy can help you with:
Home Loans - finding the right one and strategies for minimising interest
Superannuation - making the most of it. Consolidation, finding lost super, contribution strategies and investment selection
Retirement - establishing your plans and maximising Centrelink benefits
Insurance - making sure you & your family are financially protected
Investments - helping you create wealth, with tax effective investments

Call our office on 02 4365 4466.

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