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.
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.
Woon Chin Khuan
"Mark Ho is a great person with great character. He is very trustworthy and provides excellent service. Mark took the time to analyze my current insurance policies and was able to make some excellent recommendations. He is very mindful of customer satisfaction and he has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend Mark to anyone without hesitation or reservation."
Ms Adeline Ee
Synergy Financial Advisers Ltd
"Li Xuan possesses an exceptional ability to navigate complex policies ensuring clients receive best coverage to their desire needs. Her commitment to clients’ satisfaction is unwavering, always going above and beyond to provide solutions and peace of mind. She is a true asset to the insurance profession. I wholeheartedly recommend her as a trusted colleague and insurance expert."
Mr Law Kah Hock
"Chalysta has demonstrated the ability and integrity needed in her role as a financial advisor. Her analysis and recommendations are heavily weighted and influenced by detailed analysis of my profile. She impressed me by her enthusiasm to share what's best for me and my family. She is highly recommended if you are looking for a sincere and conscientious advisor."
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 Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We att... (continued)
Last year, during Chinese New Year, we had the privilege of conducting an outreach programme at Thong Teck Home. Our efforts were appreciated and... (continued)
Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)
The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (continued)
To be the most admired Financial Advisory firm in Asia
Working together to achieve financial freedom by harnessing technology and innovation
People, Professionalism and Progress