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

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 Winston Tan
Flight Attendant
Singapore Airlines

"Gem was my ex-colleague whom I was chatting up one day and approached her to resolve my financial situation. Not only did she assisted me with patience (lots of it) and kindness, she follows up even during her pregnancy. I can't thank her enough for the invaluable advice and will gladly recommend anyone out there looking for a meticulous and approachable financial adviser!"

Mr. Stefano Virgilli
CEO
Queen George

"Keef is always smiling. Never fall short of expectations. Going the extra mile is so natural for him. When I had an emergency at the hospital he picked up my call at 1AM and instructed me on what to do, step by step. Great professional attitude. A good friend too."

Ms Nurasmin
Document Controller

"Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl! Cheers, Nura"

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!"

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)

Aviva’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

© 2019 All Rights Reserved by Synergy Financial Advisers Pte Ltd
A koa & co production