なにをやっているのか
Financial Product Research and Comparison
Financial Planning
Synthesis Wealth is an advisory group of Infinitum Financial Advisory, a wholly-owned subsidiary of NTUC Income Insurance Co-operative Limited, Singapore’s top composite insurer, and is licensed and regulated by the Monetary Authority of Singapore (MAS).
We provide financial advisory to individual and businesses, and strive to help clients achieve their aspirations and dreams through sound financial advice and client-centric solutions.
Our Financial Services Consultants have in-depth industry and management experience, and are equipped with the right enabling tools and capabilities, to help you achieve your financial goals. Together with our trusted partners, we offer unbiased, reliable and customized solutions to meet your insurance, investment, protection, savings and retirement needs.
As a Value-Added preposition, Synthesis Wealth is able to equip our advisors with a list of reputable life insurers and financial institutions to provide objective recommendation with much needed product comparison for our customers.
These are the list of Life insurers we work with.
• AXA Insurance Pte Ltd
• AIA Singapore Provide Limited
• China Life Insurance (Singapore) Pte. Ltd.
• China Taiping Insurance (Singapore) Pte. Ltd.
• Etiqa Insurance
• Friends Provident International Ltd, Singapore Branch (Servicing of existing clients only)
• HSBC Insurance Singapore Pte. Ltd.
• Life Insurance Corporation (Singapore) Pte. Ltd.
• Manulife (Singapore) Pte. Ltd.
• NTUC Income Insurance Co-operative Limited
• Raffles Health Insurance Pte. Ltd.
• Singapore Life Ltd.
• Swiss Life (Singapore) Pte. Ltd.
• Tokio Marine Life Insurance Singapore Ltd
We also partner with the following investment institutions to provide a platform for investment services to our clients.
• Havenport Investments Pte Ltd
• IFAST Financial Pte Ltd
• Navigator Investment Services Limited
• Phillip Securities Pte Ltd
なぜやるのか
In this competitive and robust industry for financial services, customers face with many options
which are often unclear and at times, unfavorable. We seek to simplify our approach to our businesses that works well for both clients and advisors.
As advisors, we must ensure our commissions are justified and our business models are sustainable for the benefit of our clients. A sustainable business model and deserving reward model will ensure long term survivability of advisors in this line. Our clients can also be sure that their preferred advisors will be there whenever their financial needs arises.
One way to ensure this is to not only provide great services to our client, but also great care to help them build a sustainable financial portfolio so that they will continue to achieve much-needed protection and wealth enhancement throughout their life with minimal cutbacks to their lifestyle.
どうやっているのか
Our core mission is to help Protect our client’s financial well being, Accumulate their wealth with a targeted approach and customize legacy solution to Transfer wealth to their next generation.
Our philosophy is to BUILD SUSTAINABILITY for our advisors and for our clients in their financial wellbeing. The approach is such that, for our advisors, we want to help them build a sustainable business model. For our clients, we seek to develop for them a long term sustainable financial portfolio to ensure needs and affordability are well thought out before, during and after solution implementation.
We are led by a team of industry professionals with long-standing and reputable careers in the financial sector, bringing with them vast experience and expertise.
