In a recent Branch Townhall discussion, Voda Branch had a fruitful discussion with Synergy Financial Advisers Ltd CEO Adrian Peh. Taking our questions and covering a wide range of topics from company direction, industry insights and exciting initiatives, Adrian has meticulously and painstakingly explained his viewpoints and rationale behind the various balancing acts he has to do as a CEO, for the collective benefit of SYNERGY. This leaves us with no doubt that SYNERGY is the place to be to grow our financial services practice. The session was lighthearted and interactive, and even our director Danny Lee "trendy" socks were highlighted by Adrian in his candid shots. Lastly, in the picture of Danny and Adrian, what does the number 10 signify? Does it show the 10 years of SYNERGY operations or more? Stay tuned to find out more! #SynergyFA #VodaBranch #WeFlowWithYou
About us
Are you hoping to guarantee your kids’ university education only you have no idea where to start? Are you imagining yourself on a luxurious European holiday but doubting that you’ll ever get to breathe the clear Alpine air? Are you dreaming of sailing into the sunset on your very own luxury catamaran but feel like you’re drowning in the flood of financial investment information? At Voda Branch, representing Synergy Financial Advisers, there’s no need to BYO life preservers. We believe that any financial strategy is like a sailboat, complete with life preservers, and we offer you clear, personalised financial advice both now and onward into the future to create and maintain that finely tuned balance of stability, momentum, and risk mitigation. Named for the Slavic word for water, Voda Branch loves and values adaptability, persistence, and resilience. We are totally dedicated to flowing with your needs to shape a financial plan that will meet your hopes and desires because at Voda, we flow with you. If you are interested in embarking on your financial voyage, contact us today for a no-obligation discussion. This page is for informational purposes only and is not endorsed by SYNERGY nor does it constitute any official communication of SYNERGY. Therefore, SYNERGY cannot be liable for the content or confirm the accuracy of the information. Please refer to the following disclaimer for further details: www.synergy.com.sg/disclaimer/website-account
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Singapore
- Type
- Self-Employed
- Founded
- 2021
- Specialties
- life insurance, general insurance, health insurance, group insurance, investment planning, retirement planning, employee benefits, estate planning, tax planning, and tertiary education funding planning
Locations
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Primary
Get directions
229 Mountbatten Road
03-30
Singapore, 398007, SG
Employees at Voda Branch
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Danny Lee
Branch Director @ Synergy Financial Advisers | 2 times COT, 7 times MDRT Qualifier| Strategic Initiatives | Investment Advisory | Accredited Trainer…
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Juliana Mock
Associate Director at Synergy Financial Advisers Pte Ltd
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Dennis Chiu
Deputy Director at Synergy Financial Advisers Pte Ltd
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Andrew Fong
Private Wealth Management | Estate Planning Advisory | EMBA ChFC®/S AEPP IBFA
Updates
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Last weekend we partnered with Minmed to host a free basic health screening for our clients and friends to ensure that we are keeping our health in check. Let us know if you are interested in future health screening sessions! #VodaBranch #WeFlowWithYou
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Voda Branch reposted this
This week’s vFocus we have Justin Teoh and Dalton Wong from iFast Investment Platform to share with us their new leveraging feature! Thank you for the insightful session on how we can use this feature to benefit our client’s portfolios. Do feel free to reach out to us on any investment inquiries 😊 #VodaBranch #WeFlowWithYou
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This week’s vFocus we have Justin Teoh and Dalton Wong from iFast Investment Platform to share with us their new leveraging feature! Thank you for the insightful session on how we can use this feature to benefit our client’s portfolios. Do feel free to reach out to us on any investment inquiries 😊 #VodaBranch #WeFlowWithYou
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Today at our weekly vFocus, we have our Synergy Financial Advisers Ltd, GI & EB Specialist — Kayden Khoo to share with us on how he value adds to his Business Clients. Thank you for sharing with us your 14 years of experience in focusing on business solutions and how we can also thrive in this area! Your eagerness and creativity is very commendable and it inspires us to venture more into this area of focus. Feel free to contact us if you are looking for any business solution. #VodaBranch #WeFlowWithYou
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Throwback to our last branch session where Nicholas Hoon (Blackrock) and Bella Zinn (Grow with Singlife) shared about the latest Grow Model Portfolios, built by Blackrock. GROW Model Portfolios provide investors with a menu of model portfolios across risk appetites and seek to spread investment risk by investing in a mix of equities, bonds and alternatives, making it a suitable solutions for our clients. Do let any of us know if you are interested to find out more about these exciting new offerings. #VodaBranch #WeFlowwithYou #SynergyFA #Blackrock #GrowwithSinglife
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🌟 Here are our February Achievers! 🌟 Congratulations to the following advisers who have attained the following Synergy awards: Kimberly Tan – Investment Adviser of the Month Jason Choo – Top Branch Manager(NBC), Active Unit of the Month & Recruiter of the Month Danny Lee – Investment Adviser of the Month These awards signify the effort and good work you have put in, continue to strive and be an inspiration ✨ #VodaBranch #WeFlowWithYou
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Today at vFOCUS, we are privileged to have Shreemati Varadarajan grace us with her expertise on Investment products in enhancing our customer's journey. It was truly enlightening ✨ Thank you for sharing your invaluable insights on the part we play in our client's investment journey and empowering us all! #VodaBranch #WeFlowWithYou
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🌟 Here is our January Achiever! 🌟 Congratulations Danny Lee – Branch Director for attaining the Recruiter of the Month and the Top Producing Leader Award! Your efforts are well recognised and inspire us to strive higher. Here's to your continued success and growing our branch! 🏆 #VodaBranch #WeFlowWithYou
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We had the privilege to invite Rong Tzuu (荣祖) L. to our weekly branch discussion, and for us to glean some insights on how he run his productive and meaningful practice. Our industry has been consistently evolving with changes in regulations, best practices and technological advances, and we are impressed with how he manages to thrive and value-add his clients in this dynamic environment. Looking forward to see you again at our future vFocus sessions! #VodaBranch #WeFlowWithYou
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