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.
Mr Johnny Lim
"I met Jarius to explore my alternatives for reducing the cost of my insurances without compromising the coverage and to discuss where to invest my money and found him to be knowledgeable and approachable. He was able to make things clear and understandable for me by using simple language. I have observed him to be conscientious in his work. He has a wonderful personality as well, on a more personal level. His openness and candor make him a good fit for his present position as a financial counselor. I am convinced that he will be valuable to anyone who is wanting to prepare their financial future."
Mr Wong Kok Seng
SIA Engineering Company
"after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences."
Ms Neo Hui Qing
"Know Linda through my husband. My husband had bought insurance from Linda even before we were marry. I bought my insurance from Linda also although I am not familiar with these but she take time to explain. She is not only a good financial advisor she is a good life advisor also. There are time we will seek advise from her beside financial matter and she will also take time to advise us. A very dear friend to my husband and I"
Mr Wu Hongzhou
"I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority. Kudos to him and highly recommend him to anyone who needs help in financial 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.
The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (continued)
Synergy Financial Advisers (SYNERGY) is delighted and honoured to be awarded as a winner at the Singapore Prestige Brand Award (SPBA) 2020/21 in ... (continued)
SYNERGY genuinely cares about people through actions and always thrives to encourage youths to excel and contribute to society. Since 2017, SYNE... (continued)
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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