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

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 Yeo Kay Wee
Senior Manager
Soka Gakkai Singapore

"Angeline Ng has been my wife and my financial advisor since 2002, she has helped us not only review all our insurance policies, but she also helps us to understand what each insurance is for and what we need. She is a responsible, reliable, organized, and knowledgeable financial advisor. Recently, I had heart surgery, and because of the claims, I often called her, no matter what time, she attend to all my queries patiently and promptly. Thank you for helping us to understand what each insurance for and to be our financial advisor, which we can fully depend on."

Mr John Fong
Fitness Trainer
Jflow Fitness

"Sean is super helpful to offer and sort out all my messy policies during our first meet up. I think I couldn't have done it without his help. He was very patient, he reviewed and advised me on my existing policies based on my finance goal which we have discussed. He pointed out that I was paying more and getting less with some of my existing policies. So we made the necessary adjustments and my focus now is to stick with the plan. He has always follow up closely with me, and I entrust my finance planning to his professionalism."

Mr Wesley Tan
Student
SUSS

"Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend."

Mr Chong St
Project Manager
Conplus Resources

"Eva has been very prompt in assisting me whenever I need her help. She takes pride in her job and provides exceptional knowledge and excellent service as my insurance agent. With Eva expertise, I can be assured that my insurance needs will always be well taken care off."

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.

SYNERGY Receives Singapore SME 500 Company Award for 2023

Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We att... (continued)

Bringing the Spirit of Hari Raya to Thong Teck Home: Synergy and GLEC's Community Outreach

Last year, during Chinese New Year, we had the privilege of conducting an outreach programme at Thong Teck Home. Our efforts were appreciated and... (continued)

SAVH Blind Community Day Charity Gala 2023

Synergy Financial Advisers is pleased to announce that we attended the recent gala dinner for the Singapore Association of the Visually Handicapp... (continued)

SYNERGY was awarded the NS Advocate Award for SMEs (2022)

The Total Defence Awards ("TDA") was first introduced in 1986 to recognise businesses -- specifically employers and civil resource owners -- for ... (continued)

OUR VISION

To be the most admired Financial Advisory firm in Asia

OUR MISSION

Working together to achieve financial freedom by harnessing technology and innovation

OUR VALUES

People, Professionalism and Progress