Check out below our frequently asked questions.  If you can't find what you're looking for, then please do drop us a line at or call on +61 2 8274 2600.

What are the startup and ongoing costs? +

There is no fee to join Synergy but each product carries it's own performance and management fee. Please refer to the relevant PDS for each strategy.

Do I have to do anything, or do you do it all for me? +

Once your account is opened you have nothing to do except monitor your investment. We will provide you with monthly statements, or you can watch trades live if you download the Metatrader software.

All you need to do is complete an application form and that's it.  During this process you will be asked questions about your risk preferences, as well as an assets and liabilities questionnaire, which is a regulatory requirement for this type of investment.

How do I apply and what is the process? +

You apply by completing the form on the Join Now page. You will be asked for some basic personal details and then linked to our application process.

Because this is a regulated product we are required to ask a number of personal questions which include basic assets and liabilities – what you own and what you owe. We have a responsibility to check that investing in our products will not cause you financial difficulty.

The application also includes questions about your approach to risk. A personal application may require about 15 minutes to complete. Once your application is complete an identity check is performed, and for overseas applicants you will be required to provide some government photo identification and also proof of your residential address – this can be an utility bill, bank statement, rates notice or similar.

When your application is approved (please allow a couple of days) you will be issued a Statement of Advice that shows we understand your investment objectives and consider this investment suitable for you. Overseas applicants are required to sign and return this. You are then invited to fund your account, and once that is done the trading starts automatically. You’ll also be advised of your account number and password. For the Argonaut Strategy, you’ll be provided a link to download the Metatrader software so you can monitor your investment whenever you wish.

How do know what to trade? +

We base our primary trading decisions on the underlying structure of market fundamentals. For example, in our currency trading, if our research shows us an increase in flow of Japanese Yen into foreign investment, we consider the implications for the Yen currency and will seek to position ourselves on the side of the market favoured by this outflow.

Or if we notice that a particular regular financial news announcement usually comes in above expectations, we may adopt a bullish stance on that country’s currency.

In turn, we analyse each major currency’s economic fundamentals.

We then isolate the most bullish currencies and pair them with the most bearish. Once we establish a fundamental bias of one currency against another, we turn to technical indications that the market is moving in the desired direction.

Finally we look for value when we buy or sell one currency against the other, seeking to buy at relatively low prices and sell relatively high.

We have found that this technique adapts itself to whatever market conditions prevail. If we are ambivalent about a currencies future strength or weakness, we treat it with caution.

When trading stocks, we consider much more than just the price chart. We often perform quite detailed analysis of a company's fundamentals, competitive analysis, mineral holdings, and of course we look at the usual ratios and statistics, dividend situation and more.

Our experts are constantly looking at ways of adding to profits, we look at long term and short term performance, check for divergences from the portfolios actual returns and its targeted returns. This is an ongoing process and allows us to be confident as even if we may not win every month, we believe we will always come out on top in the long run. Extensive trials, tests and modelling provide us with the evidence and although no one can predict the future, we can target excellent returns with a high degree of confidence.

Can I expect to see continued growth every single month? +

To view past performance, please refer to our Investing page here where you'll be able to view and download Performance Reports. All markets can be volatile and are exposed to high risk.

Is Synergy regulated? +

Yes, we are. Synergy is the trading name of Synergy Financial Markets Pty Ltd AFSL 403863. You can find out more on our Regulation page.

Who places the trades at Synergy? +

Synergy and its professionals place all the trades and close all the trades on your account. This occurs through a combination of technicals that our professional fund managers have developed along with personally analysing the trades regularly. Our team are constantly managing, testing, monitoring and analysing the performance of our trading systems.

Your account is traded by us using our managed trading service.  You can check every trade by logging into your account and seeing how we are performing.

How do I access my money? +

You have live access to your money using the trading software we provide. You can deposit or withdraw funds from your account at any time.

Is the Risk managed? +

Yes, the Risk is managed manually at ALL times to take into account changing markets conditions enabling the traders to act on mitigating unforeseen scenarios as well as capitalise on any new profitable trades.

Where is my capital held and are the funds safe? +

Client funds are held in the safety of our Client Trust account with the Commonwealth Bank of Australia (CBA). These funds are held separately from our operation funds.  For more information, please visit our Regulation page.

Is the trading on the MDA manual or automatic? +

The trading on our ‘Argonaut’ MDA is automated through signals in the market. The strategy is coded to pick positions in both upward and downward direction of currencies being traded in the market. Having said this, the Risk management is overseen manually.

What is a ‘High Water Mark’? +

A high-water mark is the highest peak in value that an investment fund or account has reached. This term is often used in the context of fund manager compensation, which is performance-based.

Is leverage used to trade the strategy? +

Yes, leverage is used but this is kept to a minimum.

What currency pairs are traded on Synergy Strategy? +

All major currency pair are traded. The strategy trades off short term interest rate (STIR) movements so all major currency pairs are incorporated including others.

When does Synergy Strategy trade? +

Argonaut trades throughout all market sessions.  Whenever the market is open Argonaut will be trading, opening and closing positions as and when the relevant signals in the market feed into the strategy.

Does the Synergy Strategy only trade Foreign Exchange? +

Argonaut trades all currency pair focusing on the major pairs. It also trades other instruments such as oil and gold.

What is the time frame of the strategy and when should I profit take? +

It is a medium to long term strategy which is looking to outperform the market over a 2-4 year time frame.

My question doesn't appear here. +

That's fine.  Just drop us a line at or head over to our Contact page and we'll be happy to answer any questions you may have.