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 peopleโ€™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 โ€œnever have a dull momentโ€. 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

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 ๐Ÿ˜ My Medisave no more mah ๐Ÿ˜‚ 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 ๐Ÿ‘๐Ÿ‘ And my friend is a very nice lady whom we know each other since we ever worked together before๐Ÿ˜ She explained in detail and I admire her integrity, sincerity and professionalism! Her service is Highly recommended โญโญโญโญโญ๐Ÿ†๐Ÿ†๐Ÿ†๐Ÿ†๐Ÿ† All praises to The Almighty we family now have a peace of mind ๐Ÿ’œ"

Mr Chen Yanfeng
Executive Director

"David Tang has been giving sincere and excellent advice for my family insurance and financial portfolio since 2002. Highly recommend his services to all!!"

Mr Sailesh Thanki
Customer Success Manager

"Chandrika has been very helpful and has been my one stop shop for my family to suggest any insurance related or investment linked instrument. She gives personalized attention and as a result I have referred her to my friends also. Its a pleasure to work with her."

Ms Daryl Fawn K
Executive

"I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work. There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances. Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory."

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.

Singtel-Singapore Cancer Society Race Against Cancer 2019

SynergyCare (https://synergy.com.sg/synergycare), a voluntary arm of Synergy Financial Advisers consisting of volunteers from within Synergy itse... (continued)

NS MARK (GOLD) Accreditation

The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (continued)

Avivaโ€™s Top Financial Advisory Firm Award 2018 (Life and Health)

Aviva has awarded us with the Top Financial Advisory Firm 2018 (Life & Health) again. Kudos to our advisers on putting in tremendous effort in pr... (continued)

SUSS Marketing Award Winners 2018

At Synergy, we uphold education and believe in the importance of excellence in the search for knowledge. With that, we would like to congratulat... (continued)

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

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

© 2020 All Rights Reserved by Synergy Financial Advisers Pte Ltd
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