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

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 Nawal Gupta
COO
Helios Capital Management Pte. Ltd.

"Danny comes across as a person who will not mince words to call a spade a spade. He clearly communicated which plan was better even if that meant loss of business. He is a thorough professional and is very knowledgeable in this field."

Mr Solomon Low
Sales Manager

"Rachel has been an amazing advisor, she’s very patient, knowledgeable and she goes all out to help me on my claims. She’s always reachable as well, highly recommended and definitely an advisor you can trust!"

Mr Sailesh Thanki
Customer Success Manager

"Chandrika has been very helpful and has been my one stop shop for my family to suggest any insurance related or investment linked instrument. She gives personalized attention and as a result I have referred her to my friends also. Its a pleasure to work with her."

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."

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.

NS MARK (GOLD) Accreditation

The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (continued)

Aviva’s Top Financial Advisory Firm Award 2018 (Life and Health)

Aviva has awarded us with the Top Financial Advisory Firm 2018 (Life & Health) again. Kudos to our advisers on putting in tremendous effort in pr... (continued)

SUSS Marketing Award Winners 2018

At Synergy, we uphold education and believe in the importance of excellence in the search for knowledge. With that, we would like to congratulat... (continued)

More Effective Solutions - for Advisers and Clients

Chief Executive Officer of Synergy Financial Advisers, Adrian Peh, spoke with Hubbis about the wealth and insurance advisory industry in Singapor... (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

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

© 2019 All Rights Reserved by Synergy Financial Advisers Pte Ltd
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