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 Spencer Wan
Soc Analyst
MINDEF

"Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me."

Mr Derrick Er
Boutique Manager
Bell&Ross

"It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor."

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!"

Elaine Low (ex Andrew Lee Unit)
Manager
King Potato Eyewear

"In 2012, I was deciding to join either Andrew’s unit or with another unit in Company P. The reason why I joined Andrew is because of his amazing personality that attracts me. He shows a lot of care and guided me in this industry. He is very good in interpersonal communication skills and he is always very willing to share with us his knowledge. Within my one year with Andrew and my senior, Tynn, I had learnt so much in this industry which is relevant even up to today when I am running my own business. I’m forever grateful to them and definitely did not regret my choice by joining Andrew Lee’s Unit before I venture into my own business."

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
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