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

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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 Jacob
Senior Graphic Designer

"When I first met Fiona, it was about 10 years ago. I was a fresh graduate with a monthly income of $1600. With her step to step guidance, I am achieving my dreams and getting my own house next year! This is really encouraging and exciting. She is genuinely happy for me and even gone the extra mile in helping me on my housing issue! She has never felt that I am a just small account. She is always trying her best to help me in planning my finances. I am very impressed by her professionalism. She gives her advice based on what is good for me, and not to just earn the commission from me. This is very different from other agents. In addition, Fiona is very responsive and fast whenever I need help or any clarifications. I want to thank Fiona for her excellent help and service that she has provided me. If you looking for an advisor, I am highly recommended Fiona, with zero doubt! Best, Jacob"

CLIENT OFFiona Ng Click to view more testimonials

Ms. Jelyn Ng

"Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!"

CLIENT OFGidman Wee Click to view more testimonials

Ms Joanna
Nurse
Woodlands Health

"Leslie has been the most helpful and detailed in explaining the insurance policy to me. He provides great, thorough financial advice. From our first meeting, he understood my needs and was able to explain everything in a way I could understand. He was patient and cheerful throughout the whole process and follow-up sessions. To me, finding a financial planner I can trust and who also understands my financial goals is important. Fortunately, I found Leslie. It’s not easy to find someone like him whom you can trust, and I’m thankful that he is handling my policy. He deserves my highest recommendation."

CLIENT OFLeslie Teo Click to view more testimonials

Mr Raymond Tan
Senior Engineer
DSTA

"Derrick is more like a bro than merely an agent to me. I can strongly feel his sincerity towards providing the proper advice and customize the right products to cater my needs and financial capability. He genuinely provided the right advice to me without hard selling of products unlike other agents I have encountered. He is patient and responsive to my enquiries and goes extra mile to remind me of my medical appointment and premium payment etc. With the trust I have built up in him, I have entrusted my mum's and sister's healthcare and medical policies to him as well. In addition, I have also referred my peer to him for medical coverage advice. There are many financial advisers in the market and it is not simple to find one whom you can trust and build rapport with. Keep up the good work Derrick and thanks for your support all this while! Appreciated!"

CLIENT OFDerrick CheeAEPP^®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.