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

Ms Alice Tan
Confidential Secretary
JP Nelson Group

"It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!"

Mr Yee Tze
Analyst

"I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor."

Ms Michelle
Account Manager

"Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies."

Ms Wening
Accountant

"When I met Amber for the first time, she is very friendly and approachable, immediately I hit off with her well. I trust her to do my financial planning and she came up with a detailed report of what my shortfalls are, and proposed something for me. She is a very patient and detailed in explaining. Whenever I have any questions, she’s just one call away. She’s prompt in her replies to me and follow up with me. I like that she provides different alternatives to a problem for me to choose from. I would highly recommend her if you are looking for any financial planning."

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 wins the Esteemed Singapore Prestige Brand Award (SPBA)

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 x SUSS Annual Giving Report 2021 - Building a Caring Society

SYNERGY genuinely cares about people through actions and always thrives to encourage youths to excel and contribute to society. Since 2017, SYNE... (continued)

Here's how the Smart People are Investing in 2022

#153 What is happening in the markets? There is currently a lot of fear in the market, and this fear has resulted in mass panic selling. Markets ... (continued)

SYNERGY welcomes Linc Financial to the team

2022 marks a momentous milestone for SYNERGY as we celebrate our first-ever merger of two licensed financial advisers in Singapore. We are thrill... (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