Synergy has been awarded SQC STAR with People and Innovation on 29 Feb 2020

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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

Ms Amelie Tan

"Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!"

CLIENT OFTynn LimCWMP^™, IBFA, ChFC^®, CLU^®, AEPP^®Click to view more testimonials

Ms Ong Shi Ming
Operations Executive
Eatigo

"My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)"

CLIENT OFKuah Rui HanAEPP^®Click to view more testimonials

Ms Lily Kamsani

"I will like to thank Jim for helping me to sort out my finances and my portfolio, I greatly appreciate of what he is doing for me. He is not like any adviser that I had met. He will take time to understand my entire situation, give me independent advice and provide me with insight & information that is useful. I'm glad to have an adviser like him. Thanks Jim!"

CLIENT OFJim KohIBFA, CFP^®, AFC^®Click to view more testimonials

Mr Skye Gan
Music Teacher
Ministry of Education (MOE)

"Darius is a trustworthy and amicable agent who goes the extra miles to fulfil your insurance needs. He has a pleasant and charming deposition which sets your heart at ease while he shared his expertise to guide you in your decision-making processes. He chose to put the needs of his clients first. He does not rush into getting a policy signed and neither does he recommend the most expensive policy for commission sake. Instead, he possesses the ability to listen and empathise with clients on a deeper level in order to discern what they really want and need. With trust and integrity as his core values, he proposes the right policy which you truly need. He’s very prompt and responsive and replies to your queries very quickly via WhatsApp and if you’re still in doubt, he’s only one call away. Insurance ain’t complicated once you found the right agent. And Darius is the right one for you."

CLIENT OFDarius Tan 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.