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.
Ms Ong Shi Ming
"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 :)"
Mdm Ng Lin Yen
FIS Derivatives Utility
"Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!"
Product Development Manager
Ascenz Solutions Pte Ltd
"Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning."
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.
SynergyCare (https://synergy.com.sg/synergycare), a voluntary arm of Synergy Financial Advisers consisting of volunteers from within Synergy itse... (continued)
The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (continued)
Aviva has awarded us with the Top Financial Advisory Firm 2018 (Life & Health) again. Kudos to our advisers on putting in tremendous effort in pr... (continued)
At Synergy, we uphold education and believe in the importance of excellence in the search for knowledge. With that, we would like to congratulat... (continued)
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
229 Mountbatten Road
#03-30 Mountbatten Square
Main Line: +65 6654 1888
Fax: +65 6654 1887