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.
Mr Brijesh Kumar Shukla
JPMorgan Chase Bank
"“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019"
Mr Kim Yong
"Genuine, detail-oriented, and patience to explain policies details clearly. I like her way of keeping that connection with her clients, constantly checking-in how’s their well-being, and recommending policies that suits their needs. Not pushy at all and accommodating as well."
Mr Derrick Lim
Senior Staff Nurse
Singapore General Hospital
"Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future."
Mdm Ng Lin Yen
FIS Derivatives Utility
"Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!"
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.
Relentless, Unwavering and Notable in our Pursuit of Excellence SYNERGY is proud to be awarded the Singapore Quality Class (SQC) STAR with People... (continued)
SYNERGY is proud to announce that we have attained ISO 27001:2013 Certification on 4 November 2019. It is an endorsement of SYNERGY’s commitment ... (continued)
SynergyCare (https://synergy.com.sg/synergycare), a voluntary arm of Synergy Financial Advisers consisting of volunteers from within Synergy itse... (continued)
The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (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