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.

HEAR FROM OUR CLIENTS

Mdm Rasnita Rahmat
Housewife

"Since I resigned from financial advisory industry long time ago I have not been updated with insurance matters until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans! Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍 My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍 And my friend is a very nice lady whom we know each other since we ever worked together before😍 She explained in detail and I admire her integrity, sincerity and professionalism! Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆 All praises to The Almighty we family now have a peace of mind 💜"

CLIENT OFLinda QuahCWMP^™, AEPP^®, ChFC^®Click to view more testimonials

Ms Amrit Kaur
Lecturer
Kaplan

"Yasmin is not your typical insurance agent. She goes the extra mile to be sure you have the right amount of coverage for your situation. And that you get a solid insurance plans at an affordable price. I highly recommend Yasmin to everyone out there."

CLIENT OFYasminClick to view more testimonials

Mr Derrick Lim
Senior Staff Nurse
Singapore General Hospital

"Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future."

CLIENT OFEugene KuanClick to view more testimonials

Mdm Ng Lin Yen
Admininstrator
FIS Derivatives Utility

"Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!"

CLIENT OFEeks LimAEPP^®Click to view more testimonials

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.