Our Business Excellence Journey

Synergy received the SkillsFuture Employer Award on 10 December 2021

Synergy has been awarded the Data Protection Trustmark on 7 April 2021

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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 Randall Lee
Student

"Anthony is a person that has his clients' best interests in mind and is consistently working to ensure that his clients' has sufficient financial coverage. He is a very knowledgable financial planner that is able to recommend and work around his clients' demands and needs. I am grateful for his thoroughness and time spent with me to ensure that I have the best plans to meet my personal financial needs."

CLIENT OFAnthony Lee Click to view more testimonials

Ms P Kang
Retiree
NA

"Amy is a very pleasant, responsive and hardworking professional, and it has been a good experience dealing with her. The Estate Planning has no impact on my Will. Nonetheless, the Insurance Portfolio and Retirement Income Stream exercise has given me a good idea of the adequacy of my insurance coverage and my retirement plan. Overall, it has been a worthwhile exercise, but quite a lot of time needs to be set aside to do this. I am also glad to have finally done my revised Will, which gives me a peace of mind especially during this Covid period."

CLIENT OFAmy LinCWMP^™, AFC^®, AEPP^®Click to view more testimonials

Fang

"Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship."

CLIENT OFAndy SeoChFC^®, MFA, AEPP^®Click to view more testimonials

Ms Nisa
Lecturer

"Yasmin serves her clients with heart. For almost 2 decades, she has dished out the right advice that would suit my needs the best. She listens, she cares, and she stops at nothing to ensure my comfort and peace of mind is her top priority. That’s exactly what you’d want in a financial adviser. Here’s to the next few decades!"

CLIENT OFYasmin 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.