Our Business Excellence Journey
Our Business Excellence Journey
Our Business Excellence Journey
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.
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.
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.
Mr Ian Dominic Pangilinan
Avp
DBS Bank Ltd
"Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service."
Ms Esther Moh
Finance Manager
Cedar Holdings Pte Ltd
"Wendy Koh is a highly competent, meticulous and delicate financial planner and insurance advisor. Her comprehensive approach to financial planning, which includes insurance strategies, has truly transformed my financial security and peace of mind. Wendy took the time to understand my financial situation and needs holistically, considering the factors such as my lifestyle, dependents, short-term and long-term objectives, as well as my risk tolerance. Wendy exhibited the utmost professionalism and integrity. Her dedication to my financial well-being was evident, and her personalized attention made all the difference. Thanks to Wendy’s expertise in insurance and financial planning, I now have a comprehensive safety net that protects me and my loved ones against unexpected events. In addition, I have seen significant progress in my financial journey. I am confident that I am on track to achieve my financial goals. In conclusion, I am very grateful for the exceptional service provided by Wendy Koh. I feel fortunate to have found such a knowledgeable and trustworthy financial planner and insurance advisor. I wholeheartedly recommend her services to anyone seeking expert in insurance and financial advice."
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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)
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)
Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)
The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (continued)
229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887
UEN: 201217738K
FA Licence No. FA100050
