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

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

Mdm Rasnita Rahmat
Housewife

"Since I resigned from financial advisory industry long time ago I have not been updated with insurance matters until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans! Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍 My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍 And my friend is a very nice lady whom we know each other since we ever worked together before😍 She explained in detail and I admire her integrity, sincerity and professionalism! Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆 All praises to The Almighty we family now have a peace of mind 💜"

CLIENT OFLinda QuahCWMP^™, AEPP^®, ChFC^®Click to view more testimonials

Mr Chen Yanfeng
Executive Director

"David Tang has been giving sincere and excellent advice for my family insurance and financial portfolio since 2002. Highly recommend his services to all!!"

CLIENT OFDavid TangIBFA, CWMP^™, CFP^®Click to view more testimonials

Mr Sailesh Thanki
Customer Success Manager

"Chandrika has been very helpful and has been my one stop shop for my family to suggest any insurance related or investment linked instrument. She gives personalized attention and as a result I have referred her to my friends also. Its a pleasure to work with her."

CLIENT OFChandrikaAEPP^®, CFP^®, AFC^®Click to view more testimonials

Ms Daryl Fawn K
Executive

"I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work. There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances. Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory."

CLIENT OFHarris MakCWMP^™, AEPP^®, AFP^CMClick 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.