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We recently held our semi-annual Supervisory Forum, an event organised to foster knowledge-sharing across departments. This gathering serves as a platform for leaders to expand their knowledge on insights such as regulatory updates, training, investment strategies, and recruitment practices.

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High-net-worth individuals (HNWIs) have unique and complex financial planning needs that require specialized expertise and solutions. This article delivers insights into how Wealth Management can meet the diverse and demanding myriad of requirements that HNWIs represent.

Published • 10 min read

The evolution of healthcare financing in Singapore has been substantial over the years. MediShield Life, together with the Integrated Shield Plans, provides essential medical coverage to the citizens. Nevertheless, in light of recent trends and concerns regarding the inflation of medical costs, important discussions have been sparked about the sustainability of these plans and the behaviour of the policyholders.

Published • 8 min read

In Singapore, the insurance landscape can be a bewildering place. The Monetary Authority of Singapore (MAS) mandates that direct purchase insurance (DPI) be offered by the life insurers. This new channel allows consumers the option of purchasing insurance directly from insurers, without going through a middleman. But what exactly is direct purchase insurance? How does it differ from the traditional way of buying insurance? Is it better or worse for consumers?

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We recently held our final Synergy Celebrates event for 2024, honouring the outstanding advisers promoted in the first half of the year.

Published • 11 min read

Financial planning requires insurance. It offers a protective layer between you and the unknown, enabling you to meet your future financial goals even when life throws you curveballs. In Singapore, where the economy has been markedly unstable of late and where lifestyles are changing ever more rapidly, a well-structured insurance plan is your best bet for safe guarding the future you want.

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We are excited to share some wonderful news with you – Synergy Financial Advisers has been recognised as an Honouree under the Technology For Good category of the Brands For Good Awards for 2024.

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We recently held an insightful webinar titled "Love Your Liver," featuring Dr. Lu Wei, a distinguished Gastroenterologist from Parkway East Hospital as our guest speaker.

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At SYNERGY, our Branch Directors and Branch Managers are the cornerstone of our advisory team, driving our culture of progress and professionalism.

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14 Strong at the Bloodbank!

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We're proud to announce that Synergy Financial Advisers has achieved the ISO 9001 certification for the fourth time - a testament to our unwavering commitment to business excellence and client satisfaction.

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Recently, our CEO, Adrian Peh, was featured in an insightful article on Hubbis, a publication platform that focuses on wealth management thought leadership in Asia. The article delves into his journey, insights, and the remarkable growth of Synergy Financial Advisers.

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We're proud to announce that SYNERGY has been awarded the Data Protection Trustmark by Infocomm Media Development Authority (IMDA) for the second time on 7 April 2024.

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We're thrilled to share some exciting news! SYNERGY has been honoured with two prestigious awards from iFAST. We've been named the Top ETF Firm 2023 and earned the 1st runner-up spot for AUA Ascender 2023.

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We are thrilled to share that Synergy Financial Advisers has been awarded the prestigious 2023 Million Dollar Firm by our esteemed provider partner, Allianz.

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At Synergy, we believe in making a positive impact in the communities we serve. That's why we're proud to be regular volunteers at Willing Hearts Kitchen, a local soup kitchen run entirely by dedicated volunteers.

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At Synergy, we believe in the power of collective action. That's why we organise regular blood donation drives for our advisers, staff, and clients. These events are a powerful way to give back to our community and make a life-saving difference.

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Building on our longstanding partnership with Singlife, we are thrilled to announce that SYNERGY has been honoured with the prestigious "Financial Advisory Partner of the Year" award at this year's Singlife gala.

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We are pleased to share that SYNERGY was awarded the “Most Improved GWP Financial Advisory Firm 2023” by our general insurance partner, QBE.

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We are thrilled to share some exciting news – Synergy Financial Advisers Ltd (SYNERGY) has been recognised as one of Singapore’s Fastest-Growing Companies for the year 2024! This is a testament to the dedication and hard work of our entire team, as well as our commitment to upholding our business to high performance, qualities and standards.

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Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023.

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As we mark SYNERGY's 10th Anniversary, we are delighted to reflect on a decade of growth and success.

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In celebration of Hari Raya, we partnered with GLEC to spread the joy of giving and create a meaningful and memorable experience for the residents at Thong Teck Home.

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We are committed to promoting diversity and inclusivity in our industry and look forward to exploring more ways to collaborate with SAVH and other organizations with similar goals.