OUR SERVICES

Understanding you and your needs

SYNERGY provides a comprehensive array of solutions, including life, general, investment, and high-net-worth offerings. Consult with our advisers to ensure that we understand your needs and tailor the most suitable solution for you.

Personal Solutions

Our professional advisers are able to keep complex ideas simple and understandable. Research is conducted in-house by a product advisory team, to enable us to better identify great performing products that we recommend on to you.

Life Insurance Solutions

If you are no longer around, who will provide for your loved ones?

Financial protection for your family is crucial

Alleviate financial burden for your loved ones

Health & Disability Solutions

Have you felt your lifestyle could affect your health in the long term?

Important to understand health and disability insurance

Our advisers have up-to-date knowledge on health and disability insurance under current policies and laws

Investment Solutions

Is your money working as hard as it should be?

Earn additional income streams

Support your wealth accumulation needs

Right platforms and tools with retail investors to accredited investors

Selected Client

To safeguard and serve clients who may require additional support during their financial journey, SYNERGY adheres to the Monetary Authority of Singapore (MAS) guidelines by identifying and extending enhanced safeguards to our Selected Clients (SCs).

Who is a Selected Client?

A Selected Client (SC) refers to an individual who may need additional assistance and protection when making financial decisions. They are retail clients who meet any two of the following criteria:
62 years of age or older
Not proficient in spoken or written English
Secondary School Education and below, or equivalent academic qualification

What Additional Safeguards Will Be Provided?

As a Selected Client, you will benefit from additional measures to ensure that you fully understand the products and services offered:

Being identified as a Selected Client is not a limitation, it is a commitment by SYNERGY to give you the extra care and attention you deserve. Our goal is to ensure that every financial decision you make is well-informed, comfortable, and in your best interest.

Still have questions?

Can’t find the answer you’re looking for? Please chat with our friendly team.

Get in touch with our career team!

We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

We provide a wide range of solutions to cover you

Discover insurance that can cover medical care, rehabilitation, and property loss. Fill out the form for a quote today!