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 Cliff Chan
Senior Associate Engineer
ST Electronics

"Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her."

CLIENT OFCheryl HuangClick to view more testimonials

Mr Chen Hao
Pharmacist
Sengkang hospital

"Nick is a efficient adviser who helped me to do a holistic financial planning. He made me feel comfortable throughout the few appointments I had with him. No pressure or hard selling compared to the insurance agents I met outside. I've never regret to appoint him as my financial adviser to handle my financial plannings. Looking forward to more discussions about financial planning with him in the future."

CLIENT OFNick WuClick to view more testimonials

Mr Yang
Business Owner

"As per attached image."

CLIENT OFRoger LimCFP^®Click to view more testimonials

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!"

CLIENT OFYohandiAEPP^®, AWP^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.