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.
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.
Mrs Agnes Tan
"My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!"
"Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you."
Mdm Rasnita Rahmat
"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 💜"
"Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021."
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 is excited and delighted to announce our FIRST ever Valentine’s Day Contest giveaway winners! This year, 2021, SYNERGY decided to do a gi... (continued)
Money in our Supplementary Retirement Scheme (SRS) account is meant to be kept till the statutory retirement age and certainly not meant to be se... (continued)
We are extremely honoured to be awarded by Tokio Marine the Top FA Partner Award for 2019. Attaining this award not only shows that SYNERGY is o... (continued)
SYNERGY is thrilled to announce that together with our clients, our Advisers have raised a total of S$30,000 through our campaign Plan For Hope (... (continued)
To be the most admired Financial Advisory firm in Asia
Working together to achieve financial freedom by harnessing technology and innovation
People, Professionalism and Progress
229 Mountbatten Road
#03-30 Mountbatten Square
Main Line: +65 6654 1888
Fax: +65 6654 1887