We are Cynergy Wealth Management
Since we were founded since 2015, Cynergy Wealth Managements committed to provide the best service to our end-clients.
Thus far, we have provided comprehensive financial planning services for more than 500 clients and resolved more than 200 clients’ claim issues.
Our philosophy is “Protect What You Have, Create What You Want!”. Being an outstanding wealth planning company, we strongly believe that everyone no matter individuals or corporates should treat wealth management as priority in life, together with the utmost professional advices we provide.
We at Cynergy will constantly provide tailored exceptional solutions to every clients so that they can manage their asset and protect their business.
Our Product
Cynergy Wealth Management are committed to help you realize your financial aspirations with the help of our professional financial advisors who are committed to you and our philosophy. We have knowledge and experiences to assist you in a wide range of financial planning areas to ensure you receive a holistic service with a right strategy, plan, and attention according to your unique needs.
Ivan began his financial management career since 2004 with an International Association of Registered Financial Consultant(IARFC) qualified. He has been helping clients to chart their financial future and make major decisions that will affect all aspect of his client’s wealth, his areas of expertise include financial planning, medical & life assurance, education funding, retirement strategies, lifestyle planning, and more.
As a director for Cynergy Wealth Management, Ivan is a leader who motivates and manage the team to ensure the team provides the uttermost services at all time. He also earns a Bachelor Degree in Electronics Engineering with honours from Multimedia University. His passion in helping clients on financial and wealth planning has brought him to drive further in this field.
– Registered Financial Consultant (IARFC)
– Insurance industry since 2004
+6012-3025168
Ivan Cheow
Director of Cynergy Wealth Management
Always listen
We will usually meet up with clients and listen to their needs and requirement
Confidentiality
We are trusted by clients as every information of clients will be keeping private
Right approach
We understand your business and will ensure every approach advised to every clients fits their requirement
Right person
We will ensure the right insurer to handle every situation arised
Respect & Care
We will constantly monitor all renewals to avoid insurance lapse and yearly review
Expertly guide
We will consult you the best insurance plan that will minimise your business interruption and financial losses to have a piece of mind
Testimonial
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Contact us:+03 – 9054 3686