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

Health Insurance: What You Should Know Before Buying One

Insurance is essential in protecting our life from any potential risks that could ruin our financial wellbeing. Be it life insurance, travel insurance or health insurance, all these different types of insurance policies are there to protect you and your loved one in the event of a mishap. Among the many insurance products in the market, health insurance is a must-have policy to include in your financial plan. Health insurance will be a big help in reducing your financial burden of having to pay the hospital bills and the medicine cost that continue to rise. Malaysian are blessed with public[…]

Have You Dealt With These Investment Risks?

We encounter countless risks throughout our lifetime. Although risks can be intimidating, there are ways to manage and deal with them accordingly. Investment, like everything else, involves a certain degree of risk. You are exposed to different forms of risk when you invest. Even not investing at all has its own risk. An investor should be able to tolerate some amount of risk to build wealth. The risk of investment refers to the potential for losses instead of projected return on investment. The expected profit is never guaranteed when it comes to investment. That’s why having an understanding of the[…]

tax reliefs, deductions, exemptions and rebates

Maximising Income Tax Refund: A Brief Guide for the Non-tax Savvy in Malaysia

How many of you trying your best to avoid ATM that’s different from your bank card so that you won’t be charged RM1 for a withdrawal? Being Malaysians, we always find a way to pay less or perhaps not paying at all. Then why don’t you do the same with taxes? In Malaysia, there are ways to reduce the amount of payable tax by maximising your income tax refund. Perhaps most of you are already familiar with tax reliefs. But there are also tax deduction, tax exemption and tax rebates which function differently but serve the same purpose which is[…]