SYNERGY IFA HOLDINGS PTE. LTD.

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	201541398R
Local SIC	64202: Other holding companies
Incorporation date	24 Nov 2015
Company age	10 years 4 months
Official entity type	Exempt Private Limited Company
No. of officers	4

Contact

Address:

229 MOUNTBATTEN ROAD, #03-29/30, 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 IFA HOLDINGS PTE. LTD.. To access company info, company size, news, key maker's emails, visit the profile pages above.

Financials

Revenue	< 1m
Share Capital - Ordinary shares	SGD 300,000

Last updated: 31 Jan 2025

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