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.

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Hear from our Clients

Miss BG

Miss Berlin Goh
Piano Teacher
BerlinPianoStudio

Client of Alan Lim
Senior Relationship Manager

"Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security"

Mr Tan Chin Ang
Student
NTU

Client of Nick Wu
Client Adviser

"Nick is a kind and passionate adviser. He did his research and analysis to recommend the products that suits my financial objectives. On top of that, he also offers valuable advises on cash flow management. One thing I like about him is that he does not do hard selling and he always clarify doubts that I have efficiently. I appreciate the efforts he put in to advice me on financial planning. I would definitely recommend him to my peers."
Ms Koo JK

Ms Koo Joyce Koo
Business Development Manager
PropertyGuru Group

Client of Edward Shee
Senior Relationship Manager

"I have been Edward’s client for many years, his professionalism and knowledge in this industry is remarkable. He is prompt in answering my enquiries and assist me whenever I need help. Keep up the good work Mr Shee."
Mr WY

Mr Wei Yuan
Security

Client of Tan Kok Lun
Senior Relationship Manager

"Got to know Kok Lun from a colleague who is also a client of Kok Lun. He was very patient and explained in detail for the plans which I initially were interested in. Subsequently I approached Kok Lun as I wanted to purchase insurance for my parents. During the meet up, as usual he explained everything in detail. On top of that, he also sends updates on insurance policies, things to note whenever there are changes to insurance related issues and also news which are beneficial to us. Someone who takes his job seriously!"

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.

Ops & Admin

Our office operation support forms the backbone of our operations – excellent infrastructure on our administrative services as well as a great office environment for all our staff.

We also believe in respecting the Personal Data and Privacy of Consumers and have taken decisive steps to enable the process with Spidergate DNC management in support of a comprehensive DNC Policy.

Matching Solutions

With the right systems and methodologies our advisers can easily shortlist and select suitable solutions for every client’s differing needs. Our Motor Insurance Quoting System has a fully automated search and shortlisting process – helping save advisers valuable time.

In addition to these process enhancements, we also have a sophisticated investment asset allocation model that can match appropriate funds or specific solutions to clients based on their investment profile, investment needs and investment horizons. These tools provide additional support for our advisers in recommending the right products and solutions for clients.

iSynergy Platform

Our iSynergy platform provides a one-stop dashboard to support advisers’ business operations and helps enhance their productivity on the job.

The system is customized to our advisers’ needs to reduce manual processes, making work simpler. Our client fact-finding module has been integrated into our iSynergy platform to cut down business submission and clearance downtime. Training on the latest products can also be conducted on-the-go by logging in to out platform anywhere, anytime.

This is an advanced system and a holistic solution to simplify our advisers’ jobs with top quality and latest systems at their fingertips.

T.A.P.S

The TAPS(The Appropriate Product Selection) team, our in-house product advisory team, conducts regular review of our current product offerings portfolio to ensure that a complete solution is always delivered. Any adviser can approach a member of the TAPS team for products advisory.

Training

Synergy has developed a tailored training roadmap for different levels of competency and experience of financial advisers:

Foundation Level (New Adviser): Fundamental Sales. Advisory skills. Product knowledge. Product knowledge. Presentation skills. Motivation

Intermediate Level (1-3years): Needs specialization such as estate planning. Business insurance pre-management training for aspiring managers. Advance selling skills.

Advance level (more than 3 years): High net worth market training. Premier wealth manager course.

Our training methods are enabled to inspire and motivate our advisers while providing them with the key knowledge to exceed expectations on their job. We believe in supercharging our talented team with great regular training opportunities.

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Latest News

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