Our Business Excellence Journey

Synergy received the SkillsFuture Employer Award on 10 December 2021

Synergy has been awarded the Data Protection Trustmark on 7 April 2021

Find Out More

Finding the

Right Solutions

for your

Right Needs

Discover Synergy

Get A Quote

WHAT DOES SYNERGY DO?

Synergy is a financial advisory firm known to be proactive, progressive and reliable. We strive to be the new standard in financial guidance, creating significant value for our clients. Challenge the status quo with us.

We care for the people who care for you. Our pursuit of technological updates, training roadmaps, support platforms and initiatives are thoughtfully designed to develop our people’s competency. It empowers and motivates them to grow and develop, thereby customizing unique solutions towards financial success for you, exceeding expectations every time.

At Synergy, we grow collectively as one. Unity and trust provides greater growth and excellence. The strong internal bond between management, advisers and support staff in Synergy testifies to that. We “never have a dull moment”. Be inspired by our passion, experience the Synergy way.

PEOPLE

Our Client Advisers are our greatest asset. Our advisers work with us on a trusted partnership helping to enhance knowledge and practices, and client experiences.

We recruit and retain the best in the field and make a commitment towards developing their potential even further, as an employer of choice.

PROFESSIONALISM

Our advisers are professional in that they behave with integrity, trust, and competency providing personalized advice successfully.

We keep our advisers on their toes, with high standards of performance expected of them.

PROGRESS

We have achieved progress and sustainable growth over the past years due to our engaged leaders, teams, and advisers.

Progress and growth are the foundation of a future where the company is kept moving in a positive and productive direction. The more we grow, the better we serve our clients.

HEAR FROM OUR CLIENTS

Mr Kelvin Tay
Assistant Manager
Gov Sector

"I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future."

CLIENT OFAlfred Seng Click to view more testimonials

Mr Sv
Banker

"Was looking to get myself covered with a comprehensive health insurance while working in Singapore, as I was worried of the exorbitant healthcare cost here. With a stroke of luck, I got to know Shawn through a mutual friend. Through his thorough comparison and advice, I successfully got myself adequately covered without burning a hole in my pocket. Shawn is well informed with his product knowledge, and I recommend to all who prefers an advisor who will prioritise their needs and interest over all other matters."

CLIENT OFShawn KohCert.ASFB, MFAClick to view more testimonials

Mr Kantha Rupan
Assurance
Deloitte

"I met Eeks through a mutual friend when I first started working and our relationship has since grown into a friendship! I really value the fact that Eeks respects my space and understands my priorities and goals always. She would always patiently share new opportunities that are good for my own financial goals but never tries to push for something I would not need at this juncture. In fact, Eeks would assist to handpick the right products after understanding my needs, making detailed comparisons across various products in the market, and proposing them to me for my consideration. Eeks is very trustworthy, prudent in her advice, and more than anything, ever so patient when explaining products. It's why I feel safe trusting her to advice me on my financial planning needs."

CLIENT OFEeks LimAEPP^®Click to view more testimonials

Ms Jayashree Panicker
Editor

"Keef is warm and friendly and always ready to lend a hand to clarify things."

CLIENT OFKeef LimAWP^CMClick to view more testimonials

WHAT MAKES SYNERGY DIFFERENT?

We are a passionate group of intelligent and forward-looking financial advisers with an eye on the markets and the future. We want to be known as a trusted financial advisory firm in the region that provides winning solutions for clients.

At Synergy, you will have the opportunity to offer your clients customized solutions crafted from our selected list of approved products from a number of major life insurance companies, as well as an extensive wealth of investment funds from our approved list of professional fund managers.

We diligently invest in our people, training and developing their competency, providing the best tools and platform, so that we can better serve our clients. Foundation Training to Skillsets Development, Business Specialization to Management Training, these are all the examples of training modules that Synergy is committed to developing our people, and to growing collectively as one team.