Synergy Financial Advisers

Financial Advisory Services. Finding the Right Solutions for your Right Needs

20/07/2024

Celebrating the cultural richness that makes Singapore a vibrant and united nation. Happy Racial Harmony Day!

Photos from Synergy Financial Advisers's post 20/07/2024

We're thrilled and honoured to announce that Synergy Financial Advisers has been recognised as an Honouree under the Technology For Good category at Brands For Good Awards 2024! This prestigious award celebrates our commitment to using technology for positive impact, driving sustainable change in financial services. A heartfelt thank you to everyone for being part of our journey towards a future where technology and sustainability meet to create lasting impact.

Read more on our blog: https://synergy.com.sg/blog/synergy-is-recognised-as-an-honouree-at-the-brands-for-good-awards-2024

12/07/2024

Throwing it back to our insightful webinar on June 26th titled “Love Your Liver”!

Here are some key takeaways:
💡 The body’s silent workhorse: The liver doesn't feel pain, but plays a crucial role in our body’s detoxification and metabolic processes.
💡 Common liver-related health conditions: From viral infections to medication taken in excess and fatty liver disease, we explored it all.
💡 Importance of liver health: Understanding its impact on overall well-being, and exploring protective strategies such as intermittent fasting

Stay tuned for our upcoming webinar on August 21st, where we delve into the crucial topic of Lasting Power of Attorney. More details will be out soon so mark your calendars! 📆

Photos from Synergy Financial Advisers's post 09/07/2024

At SYNERGY, our Branch Directors and Branch Managers are the cornerstone of our advisory team, driving our culture of progress and professionalism.

Last Thursday, our management team, along with 58 Branch Directors and Branch Managers, gathered at NSRCC for our 11th Branch Directors' and Leaders' Mid-Year Business Planning Meeting.

In addition to the management presenting the mid-year report card of the firm, we engaged an external marketing consultant to facilitate a workshop. This workshop helped us formulate marketing strategies and position our value proposition. This intense and agenda-packed workshop not only strengthened leadership skills but also helped in personal branding. More importantly, the event fostered a sense of purpose in our careers and deepened the connections among the SYNERGY team!

08/07/2024

Introducing our new monthly series: Financial Planning Essentials! 📊

In our first instalment, we delve into the crucial topic of Emergency Funds.

Here are some key tips:
💡Consider diversifying your funds between Savings Accounts and Singapore Savings Bonds (SSBs), which offering flexibility and government-backed security.
💡Calculate your monthly expenses, from bills to loan repayments, to determine how much you need in emergency funds.
💡Aim to save at least 3 to 6 months’ worth of expenses, or up to 12 months if your income is irregular.
💡Prioritise clearing high-interest debts like credit card bills, to secure financial stability.

✨Stay tuned for more insights to uplift your financial literacy! ✨ For more financial planning tips, visit https://www.moneysense.gov.sg/managing-your-money/ or speak to us!

30/06/2024

Happy SAF Day! Today, we stand united in gratitude to all NSF and NSmen for your steadfast commitment in defending our nation!

27/06/2024

Elevate your financial advisory with OneSynergy: Our comprehensive application that empowers you to work smarter, connect seamlessly, and thrive in this digital age.

16/06/2024

On this auspicious day of sacrifice and devotion, we wish you a blessed Eid filled with love, peace, and abundance. Selamat Hari Raya Haji!

15/06/2024

Happy Father’s Day! Sending heartfelt wishes to all the amazing dads out there - thank you for all the love, wisdom, and laughter you've brought into our lives!

27/05/2024

We’re proud to share that SYNERGY has been awarded the Data Protection Trustmark by Infocomm Media Development Authority (IMDA) for the second time! This achievement underscores our unwavering dedication to safeguarding personal data, and holds immense significance, especially within the financial sector where trust is paramount.

21/05/2024

Happy Vesak Day! May the spirit of this day inspire us to embrace each moment with gratitude, kindness, and a heart full of love.

11/05/2024

To all of the mothers who give selflessly, love unconditionally, and inspire endlessly — Happy Mother's Day!

30/04/2024

Happy Labour Day! We are thankful for the tireless efforts of those who make our world go round, here's to the workers who inspire us with their dedication every day!

21/04/2024

Did you know that Singapore generates 900 million kilograms of plastic waste every year?

This Earth Day, let's take action to reduce our reliance on single-use plastics and invest in a cleaner, greener future for generations to come!

10/04/2024

Wishing all a blessed and joyous Hari Raya Puasa filled with peace, love and countless blessings!

28/03/2024

Wishing all a blessed Good Friday and a restful and well-deserved long weekend ahead!

23/03/2024

A small act today, a catalyst for a climate-resilient future. Join us in switching off all non-essential lights tonight at 8:30pm for an hour!

Visit WWF-Singapore to find out how you can be part of the movement!

08/03/2024

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!

14/02/2024

Did you know that the concept of Total Defence Day was actually borrowed and adapted from Sweden and Switzerland, dating back to the time of the Cold War?

This year marks the 40th Anniversary of Total Defence since it was first introduced in 1984. An islandwide Total Defence exercise is being held to increase Singaporeans’ readiness for crises and disruptions, as well as to commemorate the 40th Anniversary. As strong supporters for Total Defence and NS, let’s continue to encourage each other to play our part and be ready for crises and disruptions!

Head over to Ministry of Defence, Singapore (MINDEF) to find out more!

14/02/2024

Happy Valentine's Day! Today, we celebrate the love and connection that drives our success. Thank you all for being the heart of Synergy!

10/02/2024

Happy Chinese New Year! May the energy of Dragon guide you to scale new heights of excellence and prosperity throughout 2024.

Visit https://synergy.com.sg/zodiacforecast to read your Zodiac Forecast for 2024.

04/02/2024

World Cancer Day, held every year on 4th February, is a global uniting initiative led by the Union for International Cancer Control (UICC). The theme for 2022-2024 is 'Close the Care Gap' with efforts aimed at eliminating health inequities to achieve a just and cancer-free world. Let's come together to support the survivors, remember those we've lost, and fight for a future free from cancer.

Check out Singapore Cancer Society to see how you can join the fight!

Photos from Synergy Financial Advisers's post 23/01/2024

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.

Photos from Synergy Financial Advisers's post 19/01/2024

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.

31/12/2023

As we step into the New Year, we would like to express our gratitude for a remarkable year and for your continued support. Here’s to more shared successes and scaling newer heights together this year!

25/12/2023

’Tis the season to be jolly! Sending you warm wishes for a joyous Christmas, may your days be merry and bright!

12/11/2023

May the festival of light illuminate your path with positivity and bring prosperity to your doorstep!

01/10/2023

Pink is more than just a colour; it's a symbol of strength, courage, and hope. Join us in the fight against breast cancer this October by spreading hope, raising awareness, and supporting the fighters. Early detection can save lives.

29/09/2023

May the glow of the moon surround you and light your way to health, happiness and prosperity this Mid-Autumn Festival!

Photos from Synergy Financial Advisers's post 25/09/2023

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://raceagainstcancer.org.sg/team!T0095EN to support us! Fundraising continues till 30th September, 2359hrs.

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Videos (show all)

Elevate your financial advisory with OneSynergy: Our comprehensive application that empowers you to work smarter, connec...
Happy Vesak Day! May the spirit of this day inspire us to embrace each moment with gratitude, kindness, and a heart full...
To all of the mothers who give selflessly, love unconditionally, and inspire endlessly — Happy Mother's Day!
Wishing all a blessed and joyous Hari Raya Puasa filled with peace, love and countless blessings!
A small act today, a catalyst for a climate-resilient future. Join us in switching off all non-essential lights tonight ...
Happy Valentine's Day! Today, we celebrate the love and connection that drives our success. Thank you all for being the ...
Happy Chinese New Year! May the energy of Dragon guide you to scale new heights of excellence and prosperity throughout ...
As we step into the New Year, we would like to express our gratitude for a remarkable year and for your continued suppor...
’Tis the season to be jolly! Sending you warm wishes for a joyous Christmas, may your days be merry and bright!
May the festival of light illuminate your path with positivity and bring prosperity to your doorstep!
May the glow of the moon surround you and light your way to health, happiness and prosperity this Mid-Autumn Festival!
Happy 58th birthday Singapore! As we celebrate this special day, let’s embrace our diverse heritage, united in our dream...

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229 Mountbatten Road, #03-30, Mountbatten Square
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