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Our Corporate Profile

Our Corporate Vision

Become the organization to which families entrust their dreams for their future. At Synergia, we aim to provide strategic financial consulting services that deliver foolproof results, as well as creative solutions for every Filipino home.

Our Corporate Mission

Educate every Filipino to prepare well for a better tomorrow. At Synergia, we believe that today’s families can achieve financial security only through the combined power of education, planning, and superior financial products and services.

Our Company

Synergia is a partner of Insular Life whose century-long commitment is to secure every Filipino’s dream. Back in May 1, 2012, Synergia was pioneered by Cristine Tan, a financial consultancy and management expert, who started as a financial consultant in 1998. She has achieved unparalleled success in the field of financial services. To this day, the company consists of a team of licensed financial experts who stand together for one shared goal: Your security, our priority. Our team has guided thousands of families through the planning, growing, structuring, and restructuring of their financial investments with our best-in-class financial management and insurance services.

Our expertise include:

  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Estate Planning
  • Disability and Critical Illness Insurance
  • Employees Retirement Program
  • Business Contuinity

Together with our clients, we work in synergy to fulfill their goals in various areas of wealth management. And the result of our synergy? It is our success in determining the right program that suits the need of our clients. We promote Responsible Financial Advisory. We are here to help you strengthen your financial position, so that your lives will be more empowered, your tomorrow secured, and your dreams fulfilled. Because your security is our priority.