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 Irsyad Alif
Music Educator
"Yasmin is something special. She is a very welcoming, friendly, professional and personable nature, who works with integrity to provide her clients with sound financial advice and guidance. Yasmin’s up to date expertise in her field creates a trust that is rare to find. I highly recommend Yasmin. She’s the best around."
Ms Ong Shi Ming
Operations Executive
Eatigo
"My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)"
Dr. Steve Kj
Associate Professor
Singapore Institute of Technology
"Yohandi provides holistic financial & estate planning advisory according to my financial goals and wishes. He puts a deep thought in analyzing ways to achieve those goals. When he is explaining his advice, he always starts with the rationale behind. Finally, he recommends the suitable "vehicles" and he records all of his recommendations as a "blue print" for me to review and refresh my memories in the future. Excellent service!"
Ms Janice
Associate Director, Sponsorship
Marina Bay Sands Pte Ltd
"Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!"
The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (continued)
Aviva has awarded us with the Top Financial Advisory Firm 2018 (Life & Health) again. Kudos to our advisers on putting in tremendous effort in pr... (continued)
At Synergy, we uphold education and believe in the importance of excellence in the search for knowledge. With that, we would like to congratulat... (continued)
Chief Executive Officer of Synergy Financial Advisers, Adrian Peh, spoke with Hubbis about the wealth and insurance advisory industry in Singapor... (continued)
229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887
