Synergy Financial Advisers Ltd

We’re thrilled to share that our CEO, Adrian Peh, has been honoured as a 2024 Spirit of Enterprise Award recipient! This prestigious award recognises exceptional individuals who embody courage, perseverance, and innovation, serving as inspiring role models for aspiring entrepreneurs. Adrian’s visionary leadership and unwavering dedication have not only driven SYNERGY’s success but also inspired countless individuals to pursue their own dreams. As we celebrate his remarkable achievement, let’s continue to support and uplift one another in our journeys toward excellence. #SpiritofEnterprise #SOEAwards2024

Disability income insurance can help you stay financially secure if illness or injury prevents you from working. Learn how it works and why it’s essential in our latest blog post! Read more here: https://lnkd.in/gQV3hEiZ

Congratulations to our adviser on her outstanding commitment to financial literacy, which was recently featured in the newspaper! We're proud of her dedication to empowering others with valuable financial knowledge. Click the link below to read the article.

We’re thrilled to announce the winners of the 2024 SUSS x Synergy Financial Advisers’ Convocation Award, an initiative dedicated to recognising outstanding achievements in education! 🌟 Gold Award: Sim Yan Xin Deborah 🌟 Silver Award: Tricia Ang Li Ying 🌟 Bronze Award: Chloe Tan Ying Yin These exceptional students embody our commitment to progress and continuous learning. Your hard work and dedication inspire us all! Here’s to a future filled with success! Read more here: https://lnkd.in/e_eXBtZd

On September 29 2024, SYNERGY participated in the Race Against Cancer, and we're thrilled to announce we are once again the top fundraising team! With 265 participants, we raised an incredible $67,201 for this vital cause. Another heartfelt thank you goes to each and every one of you for your participation and generous contributions. Together, we stand strong in the fight against cancer, reminding those affected that they are never alone. Your support makes a meaningful difference in the lives of many.   Read more: https://lnkd.in/gGQ3y-6q

Curious about the Supplementary Retirement Scheme (SRS) and how it can boost your retirement savings? Our comprehensive guide explains everything you need to know—from tax benefits to smart drawdown strategies. Equip yourself with the knowledge to enhance your financial future! Read more here: https://lnkd.in/gqaC39xK

Welcome back to the next edition of our Financial Planning Essentials 📊 This month, we’re focusing on strategies for managing your finances. Here are two key principles to encourage a cost-effective management of your finances to be insured while planning for your future: 💡 Insurance Protection: Aim to spend no more than 15% of your income on insurance coverage. This ensures you're adequately protected while keeping room for other financial priorities. Do keep in mind that purchasing bundled products, like Whole Life Insurance, may exceed this 15% as they encompass both investment and protection elements!   💡 Investing for the Future: Invest at least 10% of your income towards retirement and other financial goals. Starting early can significantly boost your savings over time and lay a strong financial foundation! ✨ Stay tuned for more next month! ✨ For more guidance on how you can manage your finances, reach out to us!

Engaging leaders at the Supervisory Forum: A semi-annual event fostering knowledge-sharing across departments to enhance leadership insights on regulatory updates, training, investment strategies, and recruitment practices. Followed by an inspiring evening concluded with our partners (Allianz, Income, Etiqa, Philip Securities, iFAST, Singlife, Grow with Singlife, Tokio Marine, FWD) joining us to connect and engage with our leaders, fostering deeper collaboration and shared vision. Read more on our blog: https://lnkd.in/gxrzGEeM

What an incredible day at Race Against Cancer 2024! A huge THANK YOU to our organising team, SynergyCare, and everyone who participated and supported us, especially our valued partners. The fight isn’t over—fundraising continues until 15 October! Visit https://lnkd.in/gZJhsBQj to donate! Every donation helps to make a difference. Let’s keep the momentum going!   #RAC24 #RaceAgainstCancer2024 #SCS #SCS60 Allianz Insurance Singapore China Taiping Insurance (Singapore) Pte. Ltd. Chubb Etiqa Insurance Singapore Financial Perspectives Education Provider FWD Insurance GROW with Singlife iFAST Corporation Ltd. IHH Healthcare Income Insurance Limited Manulife Singapore Singlife Tokio Marine Insurance Group (Asia) QBE Asia

We convinced our CEO to let us follow him for a day… and you won’t believe at what age he bought his first insurance policy!! #DayInTheLife