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

How Much Does it Really Cost to Own a Car in Malaysia?

Owning a car in this new era has become a necessity and no longer a luxury. To a certain extent, car ownership is regularly included as a job requirement. This has become the biggest dilemma, especially among fresh graduates. There’s no harm in buying a car in Malaysia as long as you can afford the cost and stay within your means. The real question here is not how much you’re willing to spend on a car but how much you can afford. The true cost of a vehicle ownership If you can afford to save up and purchase the car[…]

Getting to Know The 7 Streams of Income

We earn more, save more and invest more to ensure our future finances are well secured. But the reality is, relying on only one source of income isn’t enough. Realising the fact that getting by on a single income is tough, many people are seeking alternative ways to earn more in order to supplement their income. But is that all we can do to earn money? Working a full-time job is not the only way you can earn a living. There are multiple ways to make money that you should consider. Here are 7 streams of income which are said[…]

Extreme Frugality Can Actually Hurt Your Wallet More

People choose to live in frugality as a way to keep more of their hard-earned cash in their pocket. Well, there’s no wrong in saving to secure your future finances. But don’t be extremely frugal to the extent you’re being labelled as cheap by your friends. Being overly frugal can do more harm to your wallet than it actually helps. Here are a few ways of being too frugal can end up costing you more in the long run. Getting the cheapest insurance Buying an insurance policy can be seen as a waste of money to some people since they[…]