WHAT DOES SYNERGY DO?

Synergy is a financial advisory firm known to be proactive, progressive and reliable. We strive to be the new standard in financial guidance, creating significant value for our clients. Challenge the status quo with us.

We care for the people who care for you. Our pursuit of technological updates, training roadmaps, support platforms and initiatives are thoughtfully designed to develop our people’s competency. It empowers and motivates them to grow and develop, thereby customizing unique solutions towards financial success for you, exceeding expectations every time.

At Synergy, we grow collectively as one. Unity and trust provides greater growth and excellence. The strong internal bond between management, advisers and support staff in Synergy testifies to that. We “never have a dull moment”. Be inspired by our passion, experience the Synergy way.

PEOPLE

Our Client Advisers are our greatest asset. Our advisers work with us on a trusted partnership helping to enhance knowledge and practices, and client experiences.

We recruit and retain the best in the field and make a commitment towards developing their potential even further, as an employer of choice.

PROFESSIONALISM

PROFESSIONALISM

Our advisers are professional in that they behave with integrity, trust, and competency providing personalized advice successfully.

We keep our advisers on their toes, with high standards of performance expected of them.

PROGRESS

We have achieved progress and sustainable growth over the past years due to our engaged leaders, teams, and advisers.

Progress and growth are the foundation of a future where the company is kept moving in a positive and productive direction. The more we grow, the better we serve our clients.

HEAR FROM OUR CLIENTS

Ms Yvonne Tay

"Even though Cheryl is already successful and managing a team, her service level, detailed explanations, responsiveness and high level of empathy has not changed. She applies her financial strategies to her own portfolio before sharing with clients which is not commonly found in an advisor. She displayed strong passion in what she does and is genuine in wanting to help her clients grow in their investments as well as get them protected. I would highly recommend Cheryl anytime."

Michael
VP

"Very helpful advisor who goes above and beyond to answer all my queries."

Mr Thaddaeus Koay
Policeman
Singapore Police Force

"Jason has allowed me to understand insurance and investment better as he was simple and clear in his pitch."

Mr. Marque Lai
Customer Experience Manager

"I have known Tynn way back, even before she has made it so successfully in her career. One thing about Tynn is that she CARES about her clients and treats them with sincerity. I had a few agents/advisors before her and slowly she became the one that I go to everytime. She is ever dependable and always ready to answer your questions. Her knowledge of insurance, the process on claims and payout, documents required are impeccable. You can ask her almost anything and she is able to answer with great confidence and will even sometimes text you in the middle of the night to affirm her answer to you. Her response speed is superb and would go the extra mile for her clients to ensure that their needs are answered to. Sometimes I even wonder whether she sleeps because of the efficiency she demonstrates. There is no other people I would recommend to my friends and colleagues if they ever require any financial advisor, because of her attitude and professionalism. She appreciates the word of referral and tries her very best in her role, for she knows she also carries the reputation of her referrer. That’s what makes me trust her so much and believe that she is always on the lookout for my best interest. I hope Tynn continues to shine and spread her wings to scale greater heights and if you ever need an advisor that is dependable, trustworthy and professional, Tynn Lim is the person you are looking for. Go Tynn! Marque Lai A very tenured and still the extremely satisfied client"

WHAT MAKES SYNERGY DIFFERENT?

We are a passionate group of intelligent and forward-looking financial advisers with an eye on the markets and the future. We want to be known as a trusted financial advisory firm in the region that provides winning solutions for clients.

At Synergy, you will have the opportunity to offer your clients customized solutions crafted from our selected list of approved products from a number of major life insurance companies, as well as an extensive wealth of investment funds from our approved list of professional fund managers.

We diligently invest in our people, training and developing their competency, providing the best tools and platform, so that we can better serve our clients. Foundation Training to Skillsets Development, Business Specialization to Management Training, these are all the examples of training modules that Synergy is committed to developing our people, and to growing collectively as one team.

SYNERGY Receives Singapore SME 500 Company Award for 2023

Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We att... (continued)

Bringing the Spirit of Hari Raya to Thong Teck Home: Synergy and GLEC's Community Outreach

Last year, during Chinese New Year, we had the privilege of conducting an outreach programme at Thong Teck Home. Our efforts were appreciated and... (continued)

SAVH Blind Community Day Charity Gala 2023

Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)

SYNERGY was awarded the NS Advocate Award for SMEs (2022)

The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (continued)

OUR VISION

To be the most admired Financial Advisory firm in Asia

OUR MISSION

Working together to achieve financial freedom by harnessing technology and innovation

OUR VALUES

People, Professionalism and Progress