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

credit card addiction, addicted to credit card

5 Signs of Credit Card Addiction and You Might Not Even Know It

A credit card is a great credit facility to have, and it can be especially helpful during emergencies. But when using this facility goes unchecked, it can become dangerously addictive to the user. It is nice to have such a spending tool at your disposal, but most users are under the impression that the credit limit on the card is free cash; it is not. The credit limit provided by the bank is basically how much you are allowed to “borrow” on the card. Here are five signs to identify a credit card addiction. 1. Hiding Their Credit Card Bills[…]

6 Common Budgeting Mistakes that Might Cost You More

We start budgeting to ensure that we always have enough money in advance for the things we need or would like to do. However, once in a while, have you ever find yourself running out of money even though you’ve created a budget plan? Many people do not realise that they’re making crucial mistakes in their spending plan which eventually ended up costing them more. These mistakes often seem small and perhaps not even seem like one which leads you to overlook. Are you on a budget? Let’s identify if you possess any one of these common budgeting mistakes. Being unrealistic People[…]

Emergency Fund: Tiding Over the Financial Crisis of Covid-19

Covid-19 is a worldwide concern, and on a national scale it is no exception. Since Malaysia has implemented the Movement Control Order, #StayAtHome has become a trending hashtag among social media users. This order has left some of us with unpaid or half-paid leave and that is something to be worried about especially for those who have been living from paycheck to paycheck. How can you afford to pay bills or stock up your kitchen with 2-weeks worth of food supply in this dire time? Be it a movement control order or any other unexpected circumstances, you won’t have to[…]