The depth of our combined experience means we can position your investments and your plan for the expected and respond to the unexpected. How you react to the unforeseen, and how well your investments capture the market’s best days, often determine the success of your strategy. We understand this implicitly.
All of the wealth managers at Synergy Wealth are Monetary Authority of Singapore licensed representatives and each and every member of our team is highly qualified to give you financial advice and create bespoke long-term financial solutions that will ultimately help you achieve your financial goals.
Teamwork
Our in-house Chief Investment Officer at Synergy Wealth guides our team of wealth managers who maintain a watchful eye over markets, assets, trends, and the changing regulatory landscape. They take a proactive rather than reactive approach to long-term investing, vital to capturing emerging trends and managing your portfolio through fluctuating markets.
Long-lasting Relationships
We value our long-term relationships, and we do this by getting to know our clients. We’ll discuss your financial and personal goals and how you can achieve them. First and foremost, we’ll give you clear advice, and we’ll also help you adapt your finances as you go through all the different stages of your life.
Expert, Holistic Advice
Our services are broad, incorporating everything from long-term investment, retirement planning, protection, and education fee planning, all taking tax into account. Via our expansive partner network, we also provide access to international mortgages and estate planning.