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.
"Tynn has always been there for my family and I since 2008 to provide us with numerous financial advices and planning. She is a trustworthy adviser who will always try to draw up the most affordable and complete plan for us so that we can be well covered and protected. She is flexible and will try to accede to our sometimes unreasonable requests within her means. Whenever there are new changes to the policies she will update and advice accordingly, thus we can really depend on her to manage our policies wholeheartedly without any worries. Be it a life insurance, saving plans, investment plans or travel insurance, Tynn will always provide us with the most comprehensive plan within our budget, risk appetite and financial goals. She is extremely helpful and patient in explaining all the financial plans to us especially to my parents who have zero knowledge about the financial jargons. A recent anecdote assured me further that we have a right choice in entrusting all our financial planning to her. My mum was hospitalized with appendicitis and this was the first time we were making a hospitalization claim. I had completely no idea how to go about doing with, especially with all the paper work involved. Immediately, I called Tynn and sought her advice and she went into the details on what I need to do and documents I need to keep. Despite her hectic schedule, she would call me every day for that week to check on my mum’s condition, while at the same time, remind me to keep the necessary important documents required for the claims. Through her advice and help, we managed to claim pre- and post-surgery expenses which we never knew were claimable. Tynn is one noteworthy, impartial and lively financial consultant whom we can trust and I will definitely recommend her to all of my friends and relatives."
Mr Bryan Chew
"Joleen has always provided great deals on all the insurance coverage that I need. Her patience and diligence in advising me is highly appreciated and I am confident that she always has my best interests in mind. Thank you Joleen for all your help!"
Ms Kris Lim
Sales And Supply Support Manager
IKANO Pte Ltd
"Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years."
"I have been friends with Hund for a decade now and he had never try to hard sell me to any policies and insurance. All he offered to begin with was to have a look at what I have to ensure that I was covered as I thought I was. Turns out I wasn't as I had overlooked certain things. Instead of trying to sell me all the major policies or anything that can give himself a higher cut, Hund went through all the policies that believe that would benefit me irregardless of how it benefits him. From then on, I knew what kind of person Hund is, someone who truly care about another person's well being more so than himself. I would recommend Hund to anybody looking for an FA. Trust in HUND!"
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.
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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