Why Synergy?

  • Simple & Flexible

    Flexible

    Our financing solutions are flexible, so they always keep pace with your evolving lifestyle and changing circumstances.

  • Responsible

    Trusted

    We’re here to support your journey and streamline the process of obtaining finance, providing clarity and relevant advice.

  • Experienced

    Experience

    With over 15 years’ experience in the banking and finance sector, we’ve got the networks and skills that ensure the right outcomes.

  • Efficient

    Practical

    We provide credible, success-building financial advice tailored for the real world.

  • Human

    Personal

    Financing is about making people’s lives better. We’re committed to understanding your needs, and finding the loan that suits you.

Financing that fits

Since 2002, our guidance has provided clients with access to new opportunities and financing growth, by delivering solutions tailored to every situation. 
 
We are a full service and expert lending agency. So whether it’s support for a new idea, or guidance in sourcing finance facilities, Synergy is your trusted finance partner. 
 
Founded by Kate Herschell – an experienced finance broker who has worked with the biggest banks in the country – Synergy helps hundreds of clients achieve their financial goals each year.
 
We work hard to always find the right loan and the right financial outcome for you. And we want to make sure your financing works with your lifestyle, to build wealth and realise your unique vision. 
 
We take time to get to know our clients and comprehensively understand their needs, providing financing solutions to everyone from experienced investors to young families taking their first financial steps. 
 
We achieve this by building long-term relationships with our clients, providing access to a wide range of finance products, with clear, relevant advice. 
Kate Herschell

“The experience of working with you compared to trying my luck with the local branch manager was worlds apart. Your advice was personalised, clear, responsive and ongoing. Thank you very, very much!”

“When I asked how much we could borrow to buy a bigger house, you asked about my priorities – and when I said I wanted to travel more, you suggested I reconsider the size of my house and mortgage. I could see you really cared about your clients and were honestly trying to help them.”

“Thank you for all your assistance, support and patience in getting my financial life sorted out. I’m grateful for your help with off-setting my mortgage accounts to maximise my flying miles.”

We look after our customers – that’s why 100% of our business comes from referrals and returning clients.