Synergy has been awarded the Data Protection Trustmark on 7 April 2021

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Synergy has been awarded SQC STAR with People and Innovation on 29 Feb 2020

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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

Ms Chuwa Wee Ling
Registered Nurse

"Alfred has been very patience in explaining to me on my insurance policies. He will always help me to understand. There were a few policies where he had help me with and I have benefited from his professional service. Will continue to seek his advise for this!"

CLIENT OFAlfred Seng Click to view more testimonials

Mr Thomas Smith

"David is knowledgeable about both products and the market and is a true professional in how he conducts business. Most importantly, he has handled my finances with personal care and attention in establishing a broad-based portfolio that has shown good returns in often volatile market conditions."

CLIENT OFDavid Francis Click to view more testimonials

Ms Kimberly Lim

"I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues. Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner. Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!"

CLIENT OFLinda QuahChFC^®, CWMP^™, IBFA, AEPP^®Click to view more testimonials

Michael
VP

"Very helpful advisor who goes above and beyond to answer all my queries."

CLIENT OFGem HuangCFP^®, AEPP^®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.