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 Ong Mary
Media Planner
Warner Bros. Discovery

"We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work. SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern."

CLIENT OFKamen Kwok Click to view more testimonials

Mr Zool Ihsan
Cabin Crew
SIA

"Jeffrey is a very dedicated person that knows his job well. Is always updated with current situations and gives timely feedback and well informed information to his client so the client is able to make sound decisions fast. He has been assisting my family portfolio for the past 5 years including protection and investment. I am very happy with his professionalism and his ability to help me make wise financial decisions. I have already covered up my insurance gaps which enables me to sleep well with all planning done. I have embarked on my passive income journey towards my retirement."

CLIENT OFJeffrey TanCWMP^™, AEPP^®, MFAClick to view more testimonials

Erlyana Hotmauli Sirait
Nurse
SGH

"FA Tay is a wonderful advisor. She does an excellent job in catering to my insurance protection needs. She listened to my concerns and assures me. Despite on my tight budget, she managed to find the best affordable plan for me. I am glad to be one of her client. I am looking forward to our future endeavours in this."

CLIENT OFTay Sie Hua Click to view more testimonials

Mr James
Banker
UOB

"Carol is an exceptional financial advisor. Her knowledge of products has aided us in deciding which is the perfect policy at different phases of our lives. She has also helped me and my family in all our financial planning needs and she always go beyond to ensure our needs are fulfilled."

CLIENT OFMaeva HuangAFP^CM, AEPP^®, MFAClick 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.