Our Business Excellence Journey

Synergy received the SkillsFuture Employer Award on 10 December 2021

Synergy has been awarded the Data Protection Trustmark on 7 April 2021

Find Out More

Finding the

Right Solutions

for your

Right Needs

Discover Synergy

Get A Quote

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

Mr Johnny Lim
Project Engineer

"I met Jarius to explore my alternatives for reducing the cost of my insurances without compromising the coverage and to discuss where to invest my money and found him to be knowledgeable and approachable. He was able to make things clear and understandable for me by using simple language. I have observed him to be conscientious in his work. He has a wonderful personality as well, on a more personal level. His openness and candor make him a good fit for his present position as a financial counselor. I am convinced that he will be valuable to anyone who is wanting to prepare their financial future."

CLIENT OFJarius Kan Click to view more testimonials

Mr Wong Kok Seng
Technician
SIA Engineering Company

"after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences."

CLIENT OFRoger LimCFP^®Click to view more testimonials

Ms Neo Hui Qing
Admin

"Know Linda through my husband. My husband had bought insurance from Linda even before we were marry. I bought my insurance from Linda also although I am not familiar with these but she take time to explain. She is not only a good financial advisor she is a good life advisor also. There are time we will seek advise from her beside financial matter and she will also take time to advise us. A very dear friend to my husband and I"

CLIENT OFLinda QuahChFC^®, CWMP^™, IBFA, AEPP^®Click to view more testimonials

Mr Wu Hongzhou
Risk Analyst

"I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority. Kudos to him and highly recommend him to anyone who needs help in financial planning!"

CLIENT OFKuah Rui HanAEPP^®, ARIAClick 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.