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

Mr Roger
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."

CLIENT OFDanny LeeCFP^®, CWMP^™, IBFAClick to view more testimonials

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!"

CLIENT OFTing Chaur FonClick to view more testimonials

Mr Derrick Er
Boutique Manager
Bell&Ross

"It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor."

CLIENT OFDerrick CheeAEPP^®Click to view more testimonials

Dr Guan Chong
Head Of Programme
Singapore University of Social Sciences

"Keef is very knowledgeable about investments and his advice is very useful. He has been very friendly and patient and I appreciate that he takes the clients' need seriously. I will definitely recommend him to colleagues and friends who wish to have some financial advice."

CLIENT OFKeef LimClick 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.