2022 marks a momentous milestone for SYNERGY as we celebrate our first-ever merger of two licensed financial advisers in Singapore. We are thrilled to welcome Linc Financial Pte Ltd to join us and start the year strong and positive together.
While it has only been less than a quarter since we inked the merger agreement on 23rd December 2021, we are already operating as one combined entity following the transfer of clients and advisers from Linc Financial to SYNERGY. This is made possible thanks to our people working hard on the integration.
Following the merger, SYNERGY is positioned to achieve greater heights with a strengthened team of dedicated and reliable advisers to serve our clients better.
CEO of Linc Financial, Mr Warwick Young, said, “Both Linc and SYNERGY had the same objective of having an open architecture platform to support our advisers. SYNERGY is known in the industry for having cutting edge technology solutions, and we are delighted to leverage the technology and processes that SYNERGY has invested heavily in. Economies of scale are significant, and this partnership with SYNERGY will help the combined entity realise the ambition to grow the combined entity at a faster pace.”
CEO of SYNERGY, Mr Adrian Peh, said, “Since establishment in 2013, SYNERGY has been invested heavily in technology and processes. With the endorsement of the accolades and certifications in recent years, our unwavering goal remains clear and unchanged - understanding clients’ needs come first. Therefore, I am honoured to have more people on board the journey to achieve our goal and share our vision To Be The Most Admired Financial Advisory Firm in Asia. We believe this partnership will serve as a benchmark and a welcome mat to like-minded entrepreneurs and leaders who want to work together to unleash the potentials and possibilities.”
SYNERGY is certified Singapore Quality Star with People and Innovation, ISO 9001, ISO 27001 and Data Protection Trustmark. SYNERGY is also humbled to be one of the 11 companies awarded the SkillsFuture Employer Award. In January 2022, SYNERGY received the Singapore Prestige Brand Awards – Established Category. These accolades are a form of recognition of our commitment to the relentless pursuit for excellence to deliver the best experience to our valued clients.