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

Mr Kelvin
Manager

"Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you."

Ms Kemide Senah
Principal Consultant
PK Sigma Consulting

"David has been my financial advisor since 2018 and I have recommended his services to several close friends over the years.  During the set-up of my investments I appreciated David's comprehensive explanations of the products and how they worked, as well as his transparency on fees and charges. David's in-depth knowledge of financial markets is evident in his timely updates on market movements, which have been particularly helpful during the current pandemic. "

Jegan Selvanaiyagam
Manager

"She’s really good. And so far the best agent we have worked with. Promoted her please!!!shes deserve it!"

Ms Geraldine Chia
Specialist
Schroders

"Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever."

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 raised $30,000 via Plan For Hope Campaign

SYNERGY is thrilled to announce that together with our clients, our Advisers have raised a total of S$30,000 through our campaign Plan For Hope (... (continued)

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)

ISO 27001

SYNERGY is proud to announce that we have attained ISO 27001:2013 Certification on 4 November 2019. It is an endorsement of SYNERGY’s commitment ... (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)

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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