Published • 2 min read

We’re thrilled to share that SYNERGY has been honoured with 5 prestigious awards by one of our esteemed provider partners, iFAST. We’ve been named the Top ETF Firm 2024 and AUA Ascender 2024, 1st Runner-up for Top Net Sales Firm 2024 and Top UT Firm 2024, and 2nd Runner-up for Top Stocks Firm 2024.

Published • 5 min read

As the number of pet owners continues to grow in Singapore, so does the need for pet insurance. Pets have become beloved members of our families, offering unwavering loyalty, companionship, and joy. Their presence enriches our lives in ways that are difficult to express, and many pet owners are beginning to realize the importance of protecting their furry family members. However, the question remains: Is pet insurance a worthwhile investment? In this article, we’ll explore what pet insurance is, its benefits and limitations, and the key factors to consider when deciding whether to invest in a policy for your pet.

Published • 1 min read

We are excited to kick off our second decade strong with our 4th M&A. It affirms our commitment to growth and adviser empowerment. This acquisition accelerates our vision to become the most admired financial advisory firm in Asia, further cementing our market leadership as our team of expatriate advisers and diverse client base continue to expand.

Published • 2 min read

We’re excited to announce that Synergy Financial Advisers Ltd (SYNERGY) has been named one of The Straits Times’ Fastest Growing Companies for the second consecutive year! This recognition reflects the hard work, dedication, and innovation of our exceptional team, as well as the unwavering support of our clients and partners.

Published • 5 min read

Insurance is a crucial component of financial planning, offering protection against life's uncertainties and providing peace of mind. However, simply purchasing a policy isn't enough. It's essential to regularly review your insurance coverage to ensure it meets your needs. Your insurance policy shouldn't be something you forget about or gloss over with false assurances. When you review your policy, take the time to examine what it covers, how well it performs, and whether it still aligns with your current circumstances. If it falls short or no longer provides the protection it should, it's time to address the gaps and make adjustments.

Published • 10 min read

Unpredictability is a fundamental part of life. Therefore, when it comes to preparing for the unexpected events of life—such as death and various forms of incapacity—we must take the reins and steer our lives in the direction we would choose, should the unthinkable occur.

Published • 4 min read

While financial planning is essential, the provision of insurance is often misunderstood and can lead to decision-making that isn't aligned with one's actual financial situation. Even in a growingly financially literate society like Singapore, it's important to clear up the most common myths that can misguide people when it comes to making properly informed choices about what they actually need to take care of their and their families' financial well-being.

Published • 5 min read

Travelling brings with it the excitement of new experiences, yet it is fraught with its own risks. It can lay bare the fragility of our plans when we find ourselves unexpectedly delayed or facing a medical emergency—putting us, quite literally, out of money if we are not covered. We prepare for our journeys by mapping out where we will go, making necessary reservations, and securing the means to pay for them. Yet how often do we think to prepare for the potential of these plans going awry? Incidents like the recent earthquake in Japan remind us that even the most meticulously crafted itineraries can come undone.

Published • 3 min read

Disability income insurance is essential for maintaining your financial well-being when illness or injury prevents you from working. Many people overlook the likelihood of experiencing a disabling condition during their working years, so now is the time to consider how this insurance can protect you.

Published • 1 min read

At SYNERGY, we have always placed a high value on continuous learning and education, reflecting our core value of Progress. We encourage our advisers and staff to embrace a lifelong learning mindset, applying the skills they acquire in both their professional and personal lives. We are equally dedicated to supporting younger generations on their journey toward academic excellence, ensuring they are well-prepared for future employment opportunities.

Published • 2 min read

The Singapore Cancer Society (SCS) has been dedicated to supporting needy cancer patients since its establishment in 1964. One of its key initiatives, the Race Against Cancer (RAC), aims to raise awareness and funds in the fight against this illness.

Published • 5 min read

The Supplementary Retirement Scheme (SRS) is a voluntary savings plan designed to encourage Singaporeans to save more for retirement. Launched in 2001, SRS complements the Central Provident Fund (CPF) and provides individuals with an additional avenue to accumulate retirement savings while enjoying tax benefits. This article will explore how the SRS works, its benefits, and strategies for drawing down income in the future.

Published • 2 min read

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.

Published • 3 min read

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?

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.

Published • 2 min read

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.

Published • 1 min read

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.

Published • 1 min read

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

Published • 1 min read

14 Strong at the Bloodbank!

Published • 1 min read

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.

Published • 2 min read

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.

Published • 1 min read

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.