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.
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.
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.
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.
Central to our business and working philosophy are our three pillars; experience, straight talking and client focus.
They form the foundations of our services and reflect our attitude to clients as well as the expert third parties whom we work closely with. Our deep-seated understanding of the financial markets allows us to build long-term relationships with our clients, managing expectations as well as finances and life goals, whatever they may be.
Many of our wealth managers have personally experienced the challenges faced as an expat living and working in Singapore. This, together with more than 100 years of combined financial experience means we are perfectly qualified to advise and guide you on your financial journey. Singapore is an amazing place to work and live, and we can help you make the most of it.
Whether you use our in-house services or the expertise of our trusted partners, you’ll find that everything is transparent and upfront from day one. Our promise to you is an open and honest relationship built on trust. We pride ourselves on this approach, it’s woven into our culture.
We’re focused on you. It’s our mission to help you achieve financial independence, so you can enjoy life now and beyond to the full.
Your circumstances will change from time to time, and we’ll always be here to help. The more we understand you, the better we can position for life’s twists and turns. Consider us as your safety net in a sea of unpredictability.
Let’s be honest, the financial world can change quickly, and we’d love to be your safety net throughout your life. We know that your investments and financial security mean the world to you.