Synergy Financial Advisers Ltd

Synergy Financial Advisers Ltd

Financial Services

Singapore, Singapore 2,091 followers

People • Professionalism • Progress

About us

Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs. At Synergy Financial Advisers , we strive to achieve three I’s – Independence, Impact and Income. In our organization, we provide the tools to ensure that everyone in our team achieves this goal through the power of partnership. 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 Core Values are: People • Professionalism • Progress Synergy is delighted to be the only Financial Advisory Firm in Singapore to be: • Certified in Singapore Quality Class with People and Innovation • Certified in Data Protection Trustmark • Awarded ISO 9001 • Awarded ISO 27001

Website
http://www.synergy.com.sg
Industry
Financial Services
Company size
201-500 employees
Headquarters
Singapore, Singapore
Type
Privately Held
Founded
2012
Specialties
Life Insurance, General Insurance, Group Insurance, Health Insurance, Investment, Unit Trusts, Employee Benefits, Business Succession Planning, High Networth Planning, Offshore Estate Planning, Tertiary Education Funding Planning, Retirement Planning, and Estate Planning

Locations

  • Primary

    229 Mountbatten Road

    #03-30

    Singapore, Singapore 398007, SG

    Get directions

Employees at Synergy Financial Advisers Ltd

Updates

  • View organization page for Synergy Financial Advisers Ltd, graphic

    2,091 followers

    We’re pleased to congratulate Evon Lim, our Chief Operating Officer, on being recognised as one of Insurance Business Asia’s Elite Women 2024. This award honours female leaders in the insurance industry who have achieved significant success within their organisations and served as an outstanding role model, inspiring others to be better versions of themselves.    Evon's exemplary leadership and unwavering dedication set a powerful example for all. On this International Women’s Day, we celebrate her remarkable achievement and extend our support and admiration to women everywhere. Let’s continue to uplift, empower and inspire each other to thrive!     #IWD2024 #InspireInclusion 

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  • We are thrilled to share some exciting news – Synergy Financial Advisers Ltd (SYNERGY) has been recognised as one of Singapore’s Fastest-Growing Companies for the year 2024! This is a testament to the dedication and hard work of our entire team, as well as our commitment to upholding our business to high performance, qualities and standards.   Singapore's Fastest-Growing Companies 2024 is a list compiled by The Straits Times and Germany-based global research firm, Statista. The ranking, now in its sixth year, comprises 100 local businesses that have achieved remarkable revenues between 2019 and 2022. Established in 2014, SYNERGY embarked on our Business Excellence Journey. The journey has been fulfilling with progressive milestones, including attaining the Singapore Quality Class Star with People and Innovation, the ISO 9001 & 27001 Certification, and the Data Protection Trustmark (DPTM) certification. In addition, we accomplished prestigious symbols of excellence, including the SkillsFuture Employer Awards 2021, the Singapore Prestige Brand Award (SPBA) 2020/21 and Singapore SME 500 Company 2023.     Our achievements wouldn’t have been possible without the valuable partnerships we share with our esteemed partners, colleagues and clients. With heartfelt gratitude to everyone who has entrusted us with their financial dreams, we will continue to work towards our vision “To be The Most Admired Financial Advisory Firm in Asia” with our dedicated and reliable team of advisers and staff. We look forward to continuing our journey together and achieving even greater success in the future.

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  • Synergy Financial Advisers is delighted and honoured to be awarded the prestige commercial status of a Singapore SME 500 Company for 2023. We attended the recent Singapore SME 500 Award 2023 presentation ceremony on 28th Dec 2023, held by the Association of Trade & Commerce (Singapore), where we were presented this award by the guest of honour, Mr Zhulkarnain Abdul Rahim, a Member of Parliament.   The Singapore SME 500 Award continues to be one of Singapore's highly regarded business accolades that recognises local enterprises for their business qualities, excellence, and capabilities.   This achievement was made possible with the continuous support from our partners, colleagues and clients. We are grateful for the trust and confidence they have placed in us, empowering us to scale new heights based on our unwavering resolve to deliver our best.    We will continue to strive for business excellence and work towards our vision, "To Be The Most Admired Financial Advisory Firm in Asia", with our dedicated and reliable team of advisers and staff. 

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  • We’re thrilled to share that SYNERGY had the largest team at this year’s Race Against Cancer, with a whopping 110 participants uniting in the fight against cancer! Seeing our dedicated advisers and staff, along with their families and friends coming together for a cause that truly resonates with us was heartwarming. Join us in making a difference by donating today - every contribution counts! Visit https://lnkd.in/grdEVEew to support us! Fundraising continues till 30th September, 2359hrs. #raceagainstcancer2023 #RAC2023 #aracetosavelives

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  • Singapore Cancer Society (SCS) was established in 1964 to provide assistance to needy cancer patients. To rally the community to join in the fight, Race Against Cancer (RAC) is organised to promote awareness and to raise funds. Since 2012, SYNERGY has actively participated in RAC every year, a cause that truly resonates with us as a Financial Advisory Firm. A remarkable 110 runners from our team will be participating in the race on 17 Sep 2023. This incredible turnout is a testament to our unwavering support for RAC. Here are 3 ways to join us on this journey!! Your kindness can make a significant impact!! 1. Support us on this race and contribute to the fundraising*. Visit https://lnkd.in/grdEVEew or scan the QR code. 2. Share this post with your family and friends to help promote awareness. 3. Join the fight. RAC - Virtual Run is available for registration until 16 Sep 2023. No one should fight cancer alone. We look forward to your participation in this endeavour. Thank you from the depths of our hearts!! *Eligible for tax deductions of 2.5 times the qualifying donation amount.

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