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.
Ms Alice Tan
JP Nelson Group
"It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!"
Mr Yee Tze
"I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor."
"Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies."
"When I met Amber for the first time, she is very friendly and approachable, immediately I hit off with her well. I trust her to do my financial planning and she came up with a detailed report of what my shortfalls are, and proposed something for me. She is a very patient and detailed in explaining. Whenever I have any questions, she’s just one call away. She’s prompt in her replies to me and follow up with me. I like that she provides different alternatives to a problem for me to choose from. I would highly recommend her if you are looking for any financial planning."
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.
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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