Synergy Financial Advisers Ltd operates as a financial planning firm in Singapore, serving clients seeking professional guidance on investment, wealth management, and financial strategy. Based in Singapore, the firm works with individuals and families looking to structure their finances and plan for long-term goals.
As a financial advisor, Synergy focuses on personalised financial planning rather than generic products. The firm typically assists clients with investment portfolio construction, retirement planning, insurance needs analysis, and wealth preservation strategies. Their approach centres on understanding individual circumstances before recommending specific actions or products.
The firm holds a 4.1 out of 5 rating across 35 Google reviews, indicating generally positive client experiences. They operate Monday to Friday from 9am to 6pm, allowing working professionals to schedule consultations during business hours. Clients can expect a structured advisory process rather than off-the-shelf solutions.
Services
- Investment portfolio planning and management
- Retirement and superannuation strategy
- Insurance needs assessment and recommendations
- Estate and wealth succession planning
- Risk analysis and financial goal setting
- Regular portfolio review and rebalancing
Frequently Asked Questions
What does Synergy Financial Advisers Ltd do?
Synergy Financial Advisers Ltd provides financial planning and advisory services to Singapore clients. They help individuals structure investments, plan for retirement, assess insurance needs, and develop strategies to meet financial goals.
Is Synergy Financial Advisers Ltd good?
The firm holds a 4.1 out of 5 rating from 35 Google reviews, suggesting consistent client satisfaction. Review counts of this size indicate regular client engagement rather than sporadic activity.
Where is Synergy Financial Advisers Ltd located?
Synergy Financial Advisers Ltd is based in Singapore. Specific address details are not currently published; contact them directly for office location and appointment arrangements.
How do I contact Synergy Financial Advisers Ltd?
Reach them by phone on +65 6654 1888 or visit their website at https://synergy.com.sg/. They’re open Monday to Friday, 9am to 6pm Singapore time.
