Finding the

Right Solutions


for your

Right Needs

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 Karen Tan
Store Manager
Daniel's frameshop

"Dexter, a financial advisor that is super helpful that I never come across he always there ready to help in what ever way he can. Many time I'm impressed by his quick reply That I never come across such patience not pushy love his calmness and sincerity and helpful financial advisor. Dexter keep up the good job. Will highly recommend Dexter Lim. Karen Tan."

Mr Zool Ihsan
Cabin Crew
SIA

"Jeffrey is a very dedicated person that knows his job well. Is always updated with current situations and gives timely feedback and well informed information to his client so the client is able to make sound decisions fast. He has been assisting my family portfolio for the past 5 years including protection and investment. I am very happy with his professionalism and his ability to help me make wise financial decisions. I have already covered up my insurance gaps which enables me to sleep well with all planning done. I have embarked on my passive income journey towards my retirement."

Mr Brijesh Kumar Shukla
Vice President
JPMorgan Chase Bank

"“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019"

Mr Kiron Chahel
Account Director
CBRE

"Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron"

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 has been Awarded SQC STAR with People and Innovation

Relentless, Unwavering and Notable in our Pursuit of Excellence SYNERGY is proud to be awarded the Singapore Quality Class (SQC) STAR with People... (continued)

Singtel-Singapore Cancer Society Race Against Cancer 2019

SynergyCare (https://synergy.com.sg/synergycare), a voluntary arm of Synergy Financial Advisers consisting of volunteers from within Synergy itse... (continued)

NS MARK (GOLD) Accreditation

The NS Mark is a national-level accreditation scheme that recognises businesses and organisations with policies and human resource practices that... (continued)

Aviva’s Top Financial Advisory Firm Award 2018 (Life and Health)

Aviva has awarded us with the Top Financial Advisory Firm 2018 (Life & Health) again. Kudos to our advisers on putting in tremendous effort in pr... (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

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

© 2020 All Rights Reserved by Synergy Financial Advisers Pte Ltd
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