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 Xl Lai
Technician

"Garrick was knowledgeable, professional and has done an outstanding job of evaluating my needs regarding insurance. I could not have been any happier from the service i received from him."

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."

Juriah
Sales Associate

"She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her."

Mr Bryan Ong
Founder
Method B Pte. Ltd.

"Darius is an exceptional financial consultant that places his clients’ needs first. Our family decided to purchase all our insurance coverage from Darius because we really trust him as a person, due to his sincerity, strong work ethics and meticulousness. We are fortunate to have found him as our financial consultant. He is really detailed in the analysis and recommendation of plans, which we appreciate. He is also fast in answering our questions, and has been so for a good number of years for us. This shows Darius is a dependable individual and is in it with us in our journey. Thanks Darius, for being such a good friend and financial consultant, we place complete trust in you for our insurance policies. We strongly recommend Darius to manage your insurance coverage. It’s hard to describe in words, but when you meet him, you will understand. Sincerely, Bryan, Tina and Kaylon"

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.

Tokio Marine (Top FA Partner 2019)

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 has raised $30,000 via Plan For Hope Campaign

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)

SYNERGY has been Awarded SQC STAR with People and Innovation

Relentless, Unwavering and Notable in our Pursuit of Excellence SYNERGY is proud to be awarded the Singapore Quality Class (SQC) STAR with People... (continued)

ISO 27001

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)

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

© 2020 All Rights Reserved by Synergy Financial Advisers Pte Ltd
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