KY

Kelvin Yeo

Executive Director & Chief Digital Officer

Synergy Financial Advisers Pte Ltd

Singapore


Contact Information

Email
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Company Information

Company
Synergy Financial Advisers Pte Ltd
Industry
financial services
Employees
330.0
Seniority
C suite

Technologies

Cloudflare DNS Outlook Microsoft Office 365 CloudFlare Hosting CloudFlare SignalR Freshdesk Mobile Friendly AI

Keywords

life insurance general insurance group insurance health insurance investment unit trusts employee benefits business succession planning high networth planning offshore estate planning tertiary education funding planning retirement planning estate planning financial advisory wealth management disability insurance investment solutions personal financial planning corporate solutions high net worth client-centric support financial freedom insurance quotation keyman protection business buy-sell funding golden handcuff medical coverage investment management insurance needs assessment portfolio management expert financial advisors insurance claims support customized solutions financial literacy professional conduct trusted financial partners dedicated advisers financial consultancy personal data protection act financial governance certified financial planner state of the art technology data protection compliance certifications & awards client testimonials employee training programs continuous improvement multi-award winning firm ethical advisory services proactive financial strategies engagement with clients tailored financial solutions comprehensive insurance coverage hardship support transparent advice financial planning standards technology integration in finance law practice legal services financial consulting financial services consulting management consulting

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