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

Mr Roger
Product Development Manager
Ascenz Solutions Pte Ltd

"Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning."

CLIENT OFDanny LeeCFP^®, CWMP^™, IBFAClick to view more testimonials

Dr. Steve Kj
Associate Professor
Singapore Institute of Technology

"Yohandi provides holistic financial & estate planning advisory according to my financial goals and wishes. He puts a deep thought in analyzing ways to achieve those goals. When he is explaining his advice, he always starts with the rationale behind. Finally, he recommends the suitable "vehicles" and he records all of his recommendations as a "blue print" for me to review and refresh my memories in the future. Excellent service!"

CLIENT OFYohandiAEPP^®, AWP^CMClick to view more testimonials

Ms Lily Kamsani

"I will like to thank Jim for helping me to sort out my finances and my portfolio, I greatly appreciate of what he is doing for me. He is not like any adviser that I had met. He will take time to understand my entire situation, give me independent advice and provide me with insight & information that is useful. I'm glad to have an adviser like him. Thanks Jim!"

CLIENT OFJim KohIBFA, CFP^®, AFC^®Click to view more testimonials

Dr. Rachid Yazami
Scientist
Nanyang Technological University

"Keef Lim is a very well dedicated financial advisor. The clarity and enthusiasm he puts in his communication with clients make him very trustful. I have enjoyed talking to him on the phone and face to face. He is very knowledgeable about investments and his advises are very helpful."

CLIENT OFKeef LimClick 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.