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

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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

Ms Bi Nan
Sales Executive

"I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning. Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions. Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs."

CLIENT OFTeo Jia MinAEPP^®, ARIA, MFAClick to view more testimonials

Mr Andy Tan
Sales and Marketing Director
CAD-IT Consultants Pte Ltd

"Anthony have always been able to advise what is best coverage for me balancing between what is affordable for my budget"

CLIENT OFAnthony Lee Click to view more testimonials

Ms Lynnette Chia
Manager

"Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!"

CLIENT OFLinda QuahChFC^®, CWMP^™, IBFA, AEPP^®Click to view more testimonials

Ms Kayde Leow
Designer
Filtr

"Rachel took the time to analyze my current financial situation, and was able to make some good recommendations. I have known Rachel for many years, and she is a person with great integrity, work ethic, and one of the nicest persons I've known."

CLIENT OFRachel KamAWP^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.