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

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Synergy has been awarded SQC STAR with People and Innovation on 29 Feb 2020

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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 Bertrand Wong
Reward Analyst
Schneider Electric Asia

"Ruihan is very proficient at his work and is always willing to go the extra mile to understand my needs as a client, and to make sure I understood clearly the products that he was recommending to me. He is also very friendly and approachable, and is genuine in helping his clients"

CLIENT OFKuah Rui HanAEPP^®Click to view more testimonials

Ms Cindy Wan

"A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈"

CLIENT OFSiah Zhen Quan Click to view more testimonials

Mr Zool Ihsan
Cabin Crew
SIA

"Jeffrey is a very dedicated person that knows his job well. Is always updated with current situations and gives timely feedback and well informed information to his client so the client is able to make sound decisions fast. He has been assisting my family portfolio for the past 5 years including protection and investment. I am very happy with his professionalism and his ability to help me make wise financial decisions. I have already covered up my insurance gaps which enables me to sleep well with all planning done. I have embarked on my passive income journey towards my retirement."

CLIENT OFJeffrey TanCWMP^™, AEPP^®Click to view more testimonials

Mr Dom Wright

"David has acted as my financial advisor since 2011, when I moved to Singapore. David came highly recommended and I was particularly interested in his background and also his knowledge of global trends and markets. I have maintained our relationship through two intercontinental moves, due to changes in my career, and David has always maintained contact and answered my numerous questions quickly and professionally. David remains my first port of call when it comes to financial advisory as he has delivered consistent growth when advising on fund selection. He has a cool head when it comes to financial turbulence, taking the time to explain his analysis of the markets and listen to his client’s concerns. David is not an advisor looking to sell a product; he is looking to provide his client’s with the support they need to achieve their investment goals. DOM UK"

CLIENT OFDavid Francis 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.