Done-For-You Financial Planning

Discover the faster, easier way to financial consolidation, control and convenience

Why Do You Need SyncWealth?

Consolidate All Your Assets

Are you still logging in to multiple online accounts, or digging through old boxes to find your contract documents? Whether it's investments, insurance, or your stock portfolio, you can finally have them all on one platform. You will never forget what you're investing in, and when that deduction for your insurance policies are due. Just link up with your favourite adviser, and you don't even have to key in a single thing yourself.

Enjoy Full Clarity Over Your Finances

No more wondering how much you're insured for, which company sold you that alternative investment, or how that unit trust you have has performed over the last 7 years. SyncWealth supports all asset classes from any company. Need more details about that policy you vaguely remember? Full details are only 1 tap away. Just want to have an overall summary? It's right there too. Need to know how prepared you are for retirement? We've got you.

Ultimate Certainty Over Your Future

Set your financial goals, monitor your progress, walk that journey. We believe financial products should never be sold, they should only be professionally prescribed. We help you with your goals and shortfalls so that you can work with any adviser you like who can recommend the right vehicles to get there.

Why We Created SyncWealth

No one likes mess and uncertainty when it comes to our finances.

We hated that we were losing documents, wondering why our credit card was charged, or worse still, missing a payment on important insurance policies.

We know these financial products are important, because we all want to achieve our financial goals! We wanted to stay on track to retirement, and we know you do too!

And we wanted to do it without logging into multiple platforms, struggling with paper statements, or even bad handwriting.

SyncWealth helps you to consolidate and remember these troublesome details so you don’t have to.

We don’t always want to go into the details, that’s why simplicity is our main goal.

You can choose to manage your portfolio yourself, or even work with a trusted financial professional. By connecting to your own consultant or adviser, you don’t even have to lift a single finger. You can now work hand in hand with him/her to ensure you’ll always be in control of your own finances.

Latest From The SyncWealth Blog

With Our Insightful Articles, Now You Can Learn As Part Of Your Financial Journey

4 Steps to Managing Your Money as a Couple

Money can be an uncomfortable topic to talk about even among couples. There is a fine balance to keep when discussing financial matters as it can make or break your relationship. As unpleasant as it is for some couples to discuss their finances, managing your money as a couple is important – especially if you are planning for the future that involves children, college funds, and retirement plans. 1. Set A Time and Occasion to ‘Have the Talk’ It is easy to keep putting off uncomfortable discussions, especially when both parties would much rather avoid having the conversation. This could[…]

How to Turn Your Hobbies into Your Second Income

Keen to turn your hobby into a money-making venture? There are ways to do it if you can spare some extra effort and time to turn your pastime activities into generating some extra money. Monetizing a hobby is quite popular in this era of digital marketing and online businesses. Etsy is a prime example of a successful platform that helps individuals monetize their hobbies. If you have been thinking about turning your hobbies into a second income, then these tips might be able to help you. 1. Plan Do your research and set up a business plan. Find out how[…]

How Does SOCSO Benefit You?

Upon receiving your monthly salary, you will notice a small deduction on your payslip for SOCSO. Unlike EPF which is known to ease your retirement day, SOCSO seems to be less familiar among employees. We’ve seen the amount deducted on our monthly paycheck but how many of us actually know what are the benefits of SOCSO? What is SOCSO? The Social Security Organisation (SOCSO) or also known as Pertubuhan Keselamatan Sosial (PERKESO) is a Malaysian agency governed under the Employees’ Social Security Act 1969. It was established in 1971 under the Ministry of Human Resources to provide social security protection[…]