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 Hui Cheng
Finance Manager

"I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily. Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too! Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs."

Mr Alagirisamy

"Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021."

Mr Jeffrey Tan
Managing Director, Senior Optometrist
Eyecare 24/7 Pte Ltd

"I got to know Ben when searching for a company insurance for my retail shops and employees. He impressed me with his great advices, which are genuine and professional. He was detailed with his planning and was not out to just earn his commission by upselling products. Things that were are not necessary to add on for my company, he will advice against it. He was even prompt to inform me that the company insurances were expiring even before i receive any notification letters. As such, i decided to entrust him with all my family and personal related insurance polices, including some investment portfolio. A great adviser is hard to find nowadays, more so, one that become a friend. Chat him up and you guys will believe what I have mentioned."

Mr Eric Ng
Accountant
Changi Travel Services Pte Ltd

"Dexter is patient in servicing me, allow me to know the products out there as well as the plan I bought from him."

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 wins the Esteemed Singapore Prestige Brand Award (SPBA)

Synergy Financial Advisers (SYNERGY) is delighted and honoured to be awarded as a winner at the Singapore Prestige Brand Award (SPBA) 2020/21 in ... (continued)

SYNERGY x SUSS Annual Giving Report 2021 - Building a Caring Society

SYNERGY genuinely cares about people through actions and always thrives to encourage youths to excel and contribute to society. Since 2017, SYNE... (continued)

Here's how the Smart People are Investing in 2022

#153 What is happening in the markets? There is currently a lot of fear in the market, and this fear has resulted in mass panic selling. Markets ... (continued)

SYNERGY welcomes Linc Financial to the team

2022 marks a momentous milestone for SYNERGY as we celebrate our first-ever merger of two licensed financial advisers in Singapore. We are thrill... (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