The Synergy Investment Programme is designed to give financial advisers and their clients the benefits of a discretionary investment management service (DIMS) without having to have their own licence. Synergy offers investors a choice of 30 different portfolio options based on their preference for risk, expected return and their time horizon. Advisers guide investors on the appropriate portfolio for their circumstances. Included in the 30 portfolios are nine portfolios with an increased element of socially responsible investment.
View Top Employees from Synergy InvestmentsWebsite | http://www.synergyinvestments.co.nz |
Revenue | $8.4 million |
Employees | 1 (1 on RocketReach) |
Founded | 2014 |
Address | 209 Cambridge Terrace, Christchurch, Canterbury 8013, NZ |
Phone | (644) 499-8430 |
Technologies | |
Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52392 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523920 Companies |
Looking for a particular Synergy Investments employee's phone or email?
The Synergy Investments annual revenue was $8.4 million in 2024.
1 people are employed at Synergy Investments.
Synergy Investments is based in Christchurch, Canterbury.
The NAICS codes for Synergy Investments are [52, 52392, 5239, 523, 523920].
The SIC codes for Synergy Investments are [628, 62].