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 Chiyen
Hr

"Zhen Quan is someone who will go all out for clients. Comparing different quotations while taking into consideration of his clients, always giving his best in the interest of his clients. Being very reliable and trustworthy, he has been managing my finance since few years back, and no regrets for choosing him as my financial consultant!"

CLIENT OFSiah Zhen Quan Click to view more testimonials

Ms Toh Zi Yi
Student
SIM

""I was introduced to "Uncle George" by my parents. Thank you for being a more than just a Insurance Agent but a Trusted Friend to my family. You should also get to meet him. He will make a big difference in your financial portfolios.""

CLIENT OFGeorge Yeo Click to view more testimonials

Dr Arindam Basu
Associate Professor
NTU

"Keef has advised me on financial planning over the last few months. At first, I was a bit sceptical since I felt that I had a good handle on my investments. But was pleasantly surprised to hear his point of view. He finally helped me do several insurance and medical coverage plans. His enthusiasm is infectious and it is nice to have someone come all the way to your house to help out."

CLIENT OFKeef Lim Click to view more testimonials

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

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.