SynergyCare is a committee made up of volunteers from the sales representatives with the tagline - Advisers with a Heart. Not only do we participate in Corporate Social Responsibility Activities to raise fund for Charities, we also organize activities for our fellow Synergizers, as we believe “Kindness should start from Synergy Home”
Some of the activities organized are:
Blood Donation Drives since 2013
Charity Walks/Runs such as SingTel’s Race Against Cancer 2012/2013/2014
Singapore Heart Foundation’s Pledge Your Heart 2016
Metta Welfare Association’s Metta Charity Run 2018
Synergy Dinner and Dance 2016
Synergy CPR/AED Courses 2018
Synergy LPA/Will Writing 2018
Synergy Admin Appreciation Day 2018
Race Against Cancer 2019
Plan For Hope 2020
Recycling Shoes, Daughters of Tomorrow 2021
Thong Teck Home for Senior Citizens 2022
Synergy CPR/AED Course 2022
Senior Relationship Manager
Senior Relationship Manager
With a decade of expertise in financial advisory, Zhen Quan has garnered valuable experience working with industry-leading firms, notably serving as Senior Relationship Manager at Synergy Financial Advisors Pte. Ltd. Committed to excellence, he continually strives to meet the company's high standards, contributing to its well-recognized reputation in Singapore.
Zhen Quan excels in effective and tactful client engagement, employing meticulous financial planning to tailor strategies for each client's unique portfolio and financial goals. His dedication to continuous improvement is reflected in every aspect of his work.
Having benefited from mentorship and industry opportunities, Zhen Quan is passionate about paying it forward by identifying and supporting new talents in the financial advisory field. Actively seeking quality candidates, whether newcomers or rising stars, he invites individuals interested in financial advisory to explore the promising opportunities the field offers.
Whether you're new to the industry or seeking your niche, connect with Zhen Quan to discover more about a fulfilling future in financial advisory and insurance!
Ronnie has joined Synergy in 2001 as a Financial Planner, and he specializes in life protection and retirement planning. He takes great pride in his work and always ensures that his clients' priorities and financial goals are properly planned. As a branch manager, he dedicates his time and attention providing intensive training and personal coaching to fellow financial planners.
"You don't need money to help others, you need a heart to help others" - this is what Ronnie strongly feels and believes in. Hence, he volunteers himself to be part of the SynergyCare Committee, where he can contribute to improve the lives and welfare of the needy through charity events, and the well-being of fellow colleagues through company's activities.
ARIA, AWPCM, MFA
AEPP®, AWPCM, Cert.ASFB
Lai Wah Chung Marvin, commonly known as Marvin Lai by his esteemed colleagues and clients, is a remarkable individual who has been gracing the world of financial advisory with his expertise for the past captivating years. With his unwavering commitment to excellence and unparalleled mastery of the field, he has swiftly risen to become a trusted adviser to many individuals seeking financial security and success.
In Marvin's arsenal of skills and capabilities, he possesses a diverse range of licenses activity, including GI, Investment, Life (A&H With Shield), Life, and Group licenses. This multifaceted expertise allows him to cater to a wide spectrum of clients, ensuring that no matter their unique needs and aspirations, Marvin can provide them with the most suitable financial advice and strategies.
Behind Marvin's sterling reputation lies a solid academic foundation, having achieved a Diploma in a subject closely linked to his advisory prowess. While his qualification may appear enigmatic, it only adds to the air of mystery and profound knowledge that surrounds him. Marvin's thirst for continuous personal growth and development has remained insatiable throughout his illustrious career.
Lending further credence to his exceptional capabilities, Marvin possesses an impressive array of certifications, demonstrating his unwavering commitment to mastery and excellence. Certifications such as M5, M8, ILP, M9A, BCP, M8A, PGI, CLI, and HI (Before Nov 2015) are unmistakable evidence of his extensive training and continuous pursuit of knowledge in the realms of financial advisory.
When clients encounter Marvin, they are immediately enveloped in an aura of professionalism, integrity, and dedication. His charismatic persona manifests through his impeccable communication skills and deeply insightful consultations, leaving no stone unturned in ensuring his clients' financial well-being and happiness.
Beyond his professional achievements, Marvin possesses an innate ability to establish strong trust-based relationships with his clients, allowing him to truly understand their individual dreams and aspirations. Empathy and compassion guide his personalized approach to finance, making him stand out as a beacon of hope in a perplexing financial landscape.
In every regard, Marvin has emerged as a visionary within the financial advisory world, brimming with profound knowledge, mesmerizing charisma, and an unwavering dedication to helping individuals navigate their financial journeys. With him by their side, clients find courage, confidence, and the assurance that their dreams will be transformed into tangible reality. Marvin is not just a financial adviser – he is a reliable partner, guiding his clients towards prosperity and the accomplishment of their financial goals.
Senior Relationship Manager
SynergyCare Team Member