Finding the
Right Solutions
for your
Right Needs

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

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.

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Hear from our Clients

Mr Thay Xian Rong

Client of Jason Ong
Client Adviser

"Outstanding advisor. Always there to help whenever I need it."
Mr J

Mr Jasper

Client of Linda Quah, ChFC®, AFC®, AEPP®, CWMP
Associate Director

"From the many years I had know her, Linda is like a big sister caring and understanding my needs in different situations. She always give me good advise when I had issues and even sometimes when the issues are not related to her job she will also give good advise. "

Mr Ervin Chan
Tutor

Client of Derrick Chee, AEPP®
Associate Director

"I had bought lots of insurance from different insurance companies and Derrick’s service is hard to come by. He is the type of insurance advisor which anyone would like to have. Derrick is very dedicated to his job, he always put his clients first, always keep his client updated and always works on what his client needs. I am blessed to have him as my insurance advisor for all these years. My policies are well taken care of and if I need any help from him on the policies I bought he would advise me accordingly. He didn’t fail to call back and always keep me in the loop. I would definitely said that his service is remarkable and someone whom you would like to deal with if you plan to get any insurance. "
Mr LBJ

Mr Low Boon Jie

Client of Alan Lim
Relationship Manager

"Alan makes sure that I understand the concept of financial planning and all the different kinds of products available before recommending any single product. With the information, I am able to prioritize the products I wanted and from there, he is able to advise and recommend accordingly. "

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.

Ops & Admin

Our office operation support forms the backbone of our operations – excellent infrastructure on our administrative services as well as a great office environment for all our staff.

We also believe in respecting the Personal Data and Privacy of Consumers and have taken decisive steps to enable the process with Spidergate DNC management in support of a comprehensive DNC Policy.

Matching Solutions

With the right systems and methodologies our advisers can easily shortlist and select suitable solutions for every client’s differing needs. Our Motor Insurance Quoting System has a fully automated search and shortlisting process – helping save advisers valuable time.

In addition to these process enhancements, we also have a sophisticated investment asset allocation model that can match appropriate funds or specific solutions to clients based on their investment profile, investment needs and investment horizons. These tools provide additional support for our advisers in recommending the right products and solutions for clients.

iSynergy Platform

Our iSynergy platform provides a one-stop dashboard to support advisers’ business operations and helps enhance their productivity on the job.

The system is customized to our advisers’ needs to reduce manual processes, making work simpler. Our client fact-finding module has been integrated into our iSynergy platform to cut down business submission and clearance downtime. Training on the latest products can also be conducted on-the-go by logging in to out platform anywhere, anytime.

This is an advanced system and a holistic solution to simplify our advisers’ jobs with top quality and latest systems at their fingertips.

T.A.P.S

The TAPS(The Appropriate Product Selection) team, our in-house product advisory team, conducts regular review of our current product offerings portfolio to ensure that a complete solution is always delivered. Any adviser can approach a member of the TAPS team for products advisory.

Training

Synergy has developed a tailored training roadmap for different levels of competency and experience of financial advisers:

Foundation Level (New Adviser): Fundamental Sales. Advisory skills. Product knowledge. Product knowledge. Presentation skills. Motivation

Intermediate Level (1-3years): Needs specialization such as estate planning. Business insurance pre-management training for aspiring managers. Advance selling skills.

Advance level (more than 3 years): High net worth market training. Premier wealth manager course.

Our training methods are enabled to inspire and motivate our advisers while providing them with the key knowledge to exceed expectations on their job. We believe in supercharging our talented team with great regular training opportunities.

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Latest News

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