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 Keith Lai

"Anny is exemplifies the qualities of kindness, attention to detail, and approachability that make her a true professional in her field. Anny is not only kind but genuinely cares about her clients. She goes above and beyond to ensure that my insurance needs are met and that I understand the policies I have in place. Her warm and friendly demeanor creates a comfortable atmosphere where I feel valued and supported. With her expertise and genuine care, I feel confident that I am in good hands and that my insurance needs are well taken care of."

Mr Ong Hong Li
Student
Nanyang Technological University

"Clive is very passionate about his job. He makes sure that I, who is completely new to the scene, understand exactly what various policies entail and explains the pros and cons very clearly. Clive keeps in regular contact, so is often up to date with my situation. Clive is always concerned with what's best for us and also within our present circumstance. I will always feel that my needs are being prioritised. Clive’s solid expertise and meticulous client care even extends to helping me look out for my family. I'm positive that Clive's genuine efforts will touch you too, as he works, with you, to ensure your well-being is well insured."

Ms Koh Chye Cheng
Retired
Nil

"She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism."

Mr Clayton Soh
Devialet

"Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor."

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.

SYNERGY Receives Singapore SME 500 Company Award for 2023

Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We att... (continued)

Bringing the Spirit of Hari Raya to Thong Teck Home: Synergy and GLEC's Community Outreach

Last year, during Chinese New Year, we had the privilege of conducting an outreach programme at Thong Teck Home. Our efforts were appreciated and... (continued)

SAVH Blind Community Day Charity Gala 2023

Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)

SYNERGY was awarded the NS Advocate Award for SMEs (2022)

The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (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