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 Brijesh Kumar Shukla
Vice President
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 Anli
Manager
Infinite Cables Company

"Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius! This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice. Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor."

Ms Chuwa Wee Ling
Registered Nurse

"Alfred has been very patience in explaining to me on my insurance policies. He will always help me to understand. There were a few policies where he had help me with and I have benefited from his professional service. Will continue to seek his advise for this!"

Mr Robert Lim

"Thanks David for that overview of Europe’s financial situation. Much of what’s going on over there is less than clear to an ordinary punter like myself, but I appreciate the way you articulated it in that summary, a clearer understanding than what I’ve been able to garner from news reports I’ve seen lately."

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.

SYNERGY awarded the coveted Data Protection Trustmark certification

As a trusted financial advisory firm, Synergy Financial Advisers (SYNERGY) is adamant about the security of our data. Today, we are proud to anno... (continued)

HSBC Life (Partnership Appreciation Award 2021)

In appreciation of our partnership with HSBC Insurance (Singapore), they have awarded us a Partnership Appreciation award in 2021. We are deeply ... (continued)

Valentine’s Day Giveaway by SYNERGY

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)

Which Single Premium Endowment Plan to choose for SRS?

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)

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