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

Mr Mohamad Ismail
Process Specialist

"Appreciate Jiamin's non-biased advice from day one! Unlike other agents I’ve met who try to push me plans I may not need, Jiamin took time to highlight what’s most important for me - my hospital plan. I am thankful to have followed her advice to secure my coverage, as later on, when I had to claim for two surgeries (the bills amounted to about $10k), my plan allowed me to waive off most of this amount. While making the claim, there were also some admin issues to handle and Jiamin was there at every step to guide me through and check on anything that needed clarification asap with the insurer/ clinic. For my investments, Jiamin is also very dedicated and sends me regular reports to update on performances. I highly recommend Jiamin to all those looking for insurance and investments, as she is easygoing and dependable!"

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

Ms Lily Kamsani

"I will like to thank Jim for helping me to sort out my finances and my portfolio, I greatly appreciate of what he is doing for me. He is not like any adviser that I had met. He will take time to understand my entire situation, give me independent advice and provide me with insight & information that is useful. I'm glad to have an adviser like him. Thanks Jim!"

CLIENT OFJim KohIBFA, CFP^®, AFC^®Click to view more testimonials

Mr John Tharmarajan
Technician
Exxonmobil Chemicals Pte Ltd

"Yvette has been excellent in her follow up. She has always kept in touch with the changes in investment, new investments that was coming up as well update information on new products that is applicable for my needs."

CLIENT OFYvette YapAEPP^®, AFP^CMClick to view more testimonials

Mr Derrick Lim
Senior Staff Nurse
Singapore General Hospital

"Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future."

CLIENT OFEugene KuanARIA, AWP^CM, 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.