SYNERGY FINANCIAL ADVISERS

Last Updated: 31 Jan 2025

Synergy Financial Advisers provides one-stop solutions for financial planning needs, aiming to achieve independence, impact, and income through partnership and technology. Our vision is to be the most admired Financial Advisory Firm in Asia, and our mission is to work together to achieve financial freedom through innovation and quality management systems. Our core values are people, professionalism, and progress.

Country of registration	Singapore
Registration number	201217738K
Local SIC	66299: Other activities auxiliary to insurance and pension funding n.e.c. (eg activities of actuaries)
Incorporation date	17 Jul 2012
Company age	13 years 8 months
Official entity type	Public Company Limited By Shares
No. of officers	58

Contact

Address:

229 MOUNTBATTEN ROAD, #03-30, MOUNTBATTEN SQUARE, Singapore 398007

Phone number:

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Associated business (2)

SYNERGY FINANCIAL ADVISERS LTD
Singapore
View More
estate planning
retirement planning
offshore estate planning
high networth planning
tertiary education funding planning
business succession planning
employee benefits
unit trusts
investment
health insurance
group insurance
general insurance
life insurance
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Synergy Financial Advisers provides one-stop solutions for financial planning needs, aiming to achieve independence, impact, and income through partnership and technology. Our vision is to be the most admired Financial Advisory Firm in Asia, and our mission is to work together to achieve financial freedom through innovation and quality management systems. Our core values are people, professionalism, and progress.
SYNERGY FINANCIAL ADVISERS LTD
Singapore
View More
unit trusts
business succession planning
tertiary education funding planning
employee benefits
offshore estate planning
group insurance
health insurance
life insurance
high networth planning
investment
estate planning
retirement planning
general insurance
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
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

This is the legal entity page of SYNERGY FINANCIAL ADVISERS. To access company info, company size, news, key maker's emails, visit the profile pages above.

Financials

Auditor	PLANPARTNERS PAC
Revenue	> 10m
Share Capital - Ordinary shares	SGD 844,815

Last updated: 31 Jan 2025

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