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 John Fong
Fitness Trainer
Jflow Fitness

"Sean is super helpful to offer and sort out all my messy policies during our first meet up. I think I couldn't have done it without his help. He was very patient, he reviewed and advised me on my existing policies based on my finance goal which we have discussed. He pointed out that I was paying more and getting less with some of my existing policies. So we made the necessary adjustments and my focus now is to stick with the plan. He has always follow up closely with me, and I entrust my finance planning to his professionalism."

Manilyn
Accountant

"I am really not so open-minded when it comes to life insurance or adding/changing insurance company because I have one already. But Jess was so patient to discuss with me that there are a lot more better insurance plans for me and that it can be personalized depending on my needs (even though I am not receptive at all at first). Whenever I have questions, she's so responsive and her answers are clear and direct. Not because she is a friend, but because she knows well what she does, she was able to open my mind and impart me some knowledge of how important not only to be insured but also to know and understand the details of it."

Ms Yingying
Regional Head Of Local Communications
Ninja Van

"I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me."

Mr Richard Tan
Ceo
Success Resources Global Ltd

"Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable. I would highly recommend her service to anyone and anytime."

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