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.
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.
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.
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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Mr Alexis Chee
Divetech Marine Services Pte Ltd
"Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!"
Mr HiewClient of Derrick Chee
"I met Derrick in reservist and he has come across as someone I can trust. So, few years later when I need help on my insurance coverage, I contacted him immediately. He is always professional in his approach and never once took advantage of our friendship. "
Mr Lee Zheng YuanClient of Vivian Peh
"Vivian puts to good use her gift of maintaining her professionalism at all times while simultaneously allowing her warmth to shine through, putting clients at ease. She breaks down seemingly complex investment instruments into easy-to-understand bits for the layperson and with her characteristic candour and technical expertise, can always be relied upon to provide sound investment advice."
Ms OhClient of Linda Quah, ChFC®
"In the many years I have known Linda, she has proven to be consistently good with what she does and is a kind and caring person. She always patiently provides answers to the series of questions asked and is willing to go an extra mile to help. Good personality, great service. "
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.
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.
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.
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.
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.