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

Mr Deepan
Officer
MINDEF

"Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer."

Mr Ng Shao Liang
Architect
Group GSA

"Currently residing in Australia for career reasons. Had accumulated spare cash when I was working overseas. Knew that Shawn is professionally advising on investments in Singapore, and hence sought his advice on how I may grow my spare cash sustainably. It was like pro bono service as he knew that it was difficult for my circumstance to invest in Singapore. Nonetheless, he still provided me ideas and recommendation that I may DIY, and most importantly, hassle free. His investment narrative is not frequently heard elsewhere, which was a rather refreshing perspective. Do look for Shawn if you want to consider better alternatives for your investment journey."

Ms Koh Chye Cheng
Retired
Nil

"She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism."

Mr Dom Wright

"David has acted as my financial advisor since 2011, when I moved to Singapore. David came highly recommended and I was particularly interested in his background and also his knowledge of global trends and markets. I have maintained our relationship through two intercontinental moves, due to changes in my career, and David has always maintained contact and answered my numerous questions quickly and professionally. David remains my first port of call when it comes to financial advisory as he has delivered consistent growth when advising on fund selection. He has a cool head when it comes to financial turbulence, taking the time to explain his analysis of the markets and listen to his client’s concerns. David is not an advisor looking to sell a product; he is looking to provide his client’s with the support they need to achieve their investment goals. DOM UK"

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