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 Chris And Richelle
Project Manager

"Initially, Amy was helping us with our Will and now she's our trusted financial advisor. It is a privilege having her as our financial advisor especially in these unprecedented times where navigating the complex world of finance can be daunting but she's able to clarify the doubts that we have. We feel that our finances are now better cared for and we have her to thank."

Mr Zool Ihsan
Cabin Crew
SIA

"Jeffrey is a very dedicated person that knows his job well. Is always updated with current situations and gives timely feedback and well informed information to his client so the client is able to make sound decisions fast. He has been assisting my family portfolio for the past 5 years including protection and investment. I am very happy with his professionalism and his ability to help me make wise financial decisions. I have already covered up my insurance gaps which enables me to sleep well with all planning done. I have embarked on my passive income journey towards my retirement."

Mr Lyons Robert
Senior Manager
Asia Sports Holdings Pte Ltd

"Right from my initial conversation, it has been a pleasure working with Carol. She has been incredibly supportive over the past few years, always available to discuss the finer details and adept at sourcing the best fit solution for my requirements. Innately professional with a personal touch, a rare gem in the industry. Have always felt in very safe hands and wouldn't hesitate to recommend Carol to anyone seeking new policies."

Dr Ayl
Singapore Management University

"Keef is such a fantastic financial advisor. He is always prepared and always ready with options to maximize my investments. Keef takes the time to explain my investment and insurance options and he has the gift of making complex schemes clear and concise. I appreciate that Keef takes the time to meet with me regularly about my plans and I enjoy our meetings because he is always happy and optimistic. Great job, Keef!"

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 SkillsFuture Employer Award

On the 10th of Dec 2021, we were among one of only 11 employers in Singapore to receive the SkillsFuture Employer Awards 2021. We are extremely m... (continued)

CSR 2021 - Daughters of Tomorrow

As part of SYNERGY’s Corporate Social Responsibility (CSR), we regularly take part in giving back to society with the aim to provide support and ... (continued)

2021 SUSS x Synergy Financial Advisers’ Convocation Award Winners

It is no secret that SYNERGY highly values continuous learning and education. This can be evidently seen in our efforts in encouraging our workfo... (continued)

SYNERGY awarded the coveted Data Protection Trustmark certification

As a trusted financial advisory firm, Synergy Financial Advisers (SYNERGY) is adamant about the security of our data. Today, we are proud to anno... (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