It’s a complicated world, but our job is to make things simple.
That’s why we fuse in-house services such as protection, investment, retirement planning and education fee planning, with engaging our trusted third parties, who deliver specialist financial solutions in the areas of taxation, estate planning, international mortgages, Wills and more.
We can relate to expats living and working in Singapore. The change in culture, cost of living and often personal changes underline the need for long-term financial planning.
We’ll start by understanding your situation fully and build a plan to reflect where you want to be, only recommending to you what we feel you need. We’ll then be with you at each step, keeping abreast of any changes, and ensuring you’re on course.
When it comes to your personal finances, assets and income, we’ll create a tailored investment plan involving capital appreciation and protection as you approach retirement. You’ve worked hard all your life. You need the financial freedom to enjoy every single minute of your free time once you stop working.
Life insurance, critical illness cover, income protection and medical insurance not only provide finance in times of uncertainty but also offer peace of mind to your family. It’s not an easy subject to talk about, but we’ll keep it simple, and make it as painless as possible. It has to be done, and we’ll do it in the right way, with the right advice.
While appreciative of short-term swings, a flexible, proactive, and expertly overseen approach to investment will help you maximise your wealth over the long term.
Working backwards from where you’d like to be, we construct a plan to get you there and have the tools, skills and experience required.
Your children mean the world to you. You only want what's best for them, but a university education is expensive. We'll absorb the stress that can come with wondering how future educational costs will be met.
Working with Synergy Wealth means accessing our vetted and trusted third-party experts, providing specialist financial solutions in international mortgages, estate planning, and taxation.