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

Mr Azlan Aziz
Associate Engineer
Kulicke & Soffa Pte Ltd

"To Whom It May Concern, Prior to my meet-up with Emily Lee, I would say I was a bit sceptical with the things that are going to be shared with me. I have gone to a couple of meet-ups with a couple of Insurance Agents and no one excites me as she did. The information shared with me was crystal clear and I managed to grab the opportunity to clear some of the doubts that I had before I met her. I can see that she is good at what she's doing and explains the matter well to me. She is an amicable woman with an easy smile. I would say that Emily's approachable character has allowed me to comprehend the importance of investing and preparing for our future's needs. Thank you. Best regards, Azlan"

CLIENT OFEmily LeeAFP^CM, CWMP^™Click to view more testimonials

Mr Jason Ang
Senior Manager
LITESTAR

"Alan is a detailed Adviser who makes the effort to ensure that I understand what I am signing for. He is also patient and accommodating to my timings."

CLIENT OFAlan LimClick to view more testimonials

Ms Seerin
Teacher

"Yasmin is a dedicated advisor with a heart that cares for her clients. She takes the time to patiently listen and understand your financial needs and plans before recommending what will be best suited for you and/or your loved ones. I’m grateful to be able to rely on her especially when my husband had to undergo a knee surgery. She was there and made the claim process seamless and easy for us. We knew then that we made the right choice and that we will be well taken care of. If you’re looking for a financial advisor who is reliable, sincere, thoughtful and professional, I’d strongly recommend Yasmin."

CLIENT OFYasminClick to view more testimonials

Ms Charu Harish
Director
Havas group

"Chandrika is a great financial advisor with an eye for Long term goals and returns. She patiently helps people evaluate their requirements and helps them get to a mix of right product portfolio. More than an advisor she’s a Friend and takes personal interest which is very heartening."

CLIENT OFChandrikaAEPP^®, CFP^®, AFC^®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.