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

Dawn Wang

"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."

Ms Lee Xean

"he is very patient and detailed when explaining/answering questions. not pushy like how certain agents can be like when trying to convince their clients to purchase their products."

Mr Eric Ng
Executive Director
Swee Heng Bakery

"I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!"

Mr Russell Gan
NSF
SAF

"I have only met Rayers recently but his warm personality has made me feel l can trust him as an advisor and as a friend. His deep knowledge in investments has also widened my eyes into the world of investing and he has fueled my hunger to learn more. He is an outstanding mentor and I will definitely recommend him to my peers"

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.

SYNERGY Receives Singapore SME 500 Company Award for 2023

Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We att... (continued)

Bringing the Spirit of Hari Raya to Thong Teck Home: Synergy and GLEC's Community Outreach

Last year, during Chinese New Year, we had the privilege of conducting an outreach programme at Thong Teck Home. Our efforts were appreciated and... (continued)

SAVH Blind Community Day Charity Gala 2023

Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)

SYNERGY was awarded the NS Advocate Award for SMEs (2022)

The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (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