Synergy received the SkillsFuture Employer Award on 10 December 2021

Synergy has been awarded the Data Protection Trustmark on 7 April 2021

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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

Ms P Kang
Retiree
NA

"Amy is a very pleasant, responsive and hardworking professional, and it has been a good experience dealing with her. The Estate Planning has no impact on my Will. Nonetheless, the Insurance Portfolio and Retirement Income Stream exercise has given me a good idea of the adequacy of my insurance coverage and my retirement plan. Overall, it has been a worthwhile exercise, but quite a lot of time needs to be set aside to do this. I am also glad to have finally done my revised Will, which gives me a peace of mind especially during this Covid period."

CLIENT OFAmy LinCWMP^™, AFC^®, AEPP^®Click to view more testimonials

Mr Ting Wei Yuan
Police Officer

"Have known Kok Lun for about 3 years now. He had been very clear in explaining the policies to me prior to any policy sign ups. He would also always send articles/news in regards to plans on a regular basis to keep me updated on the current trends. When asked about my existing plans, he would always patiently explain to me."

CLIENT OFTan Kok Lun Click to view more testimonials

Ms Lim Hui Min
Creative Director
Freelancer

"Great explanation! The information was clear and execution was efficient."

CLIENT OFRoger LimCFP^®Click to view more testimonials

Mr Joel Zhuang

"April have been very patient with me when I seek her advice. She have well-equipped herself with the best knowledge to provide me the best option based on my requirements. Truly satisfied with the relational and non-transaction feeling given."

CLIENT OFApril Lim Click 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.