Get in touch with our career team!
We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
Hear what our customers have to say about our service. We are humbled to serve our incredible clients and are thankful for their feedback and continuous support.
Finance Manager at Cedar Holdings Pte Ltd
Wendy Koh is a highly competent, meticulous and delicate financial planner and insurance advisor. Her comprehensive approach to financial planning, which includes insurance strategies, has truly transformed my financial security and peace of mind. Wendy took the time to understand my financial situation and needs holistically, considering the factors such as my lifestyle, dependents, short-term and long-term objectives, as well as my risk tolerance. Wendy exhibited the utmost professionalism and integrity. Her dedication to my financial well-being was evident, and her personalized attention made all the difference. Thanks to Wendy’s expertise in insurance and financial planning, I now have a comprehensive safety net that protects me and my loved ones against unexpected events. In addition, I have seen significant progress in my financial journey. I am confident that I am on track to achieve my financial goals. In conclusion, I am very grateful for the exceptional service provided by Wendy Koh. I feel fortunate to have found such a knowledgeable and trustworthy financial planner and insurance advisor. I wholeheartedly recommend her services to anyone seeking expert in insurance and financial advice.
Brandon is trustworthy and responsive and someone with humility. He is passionate in his work where as he is easily approachable to talk and ask him questions to clarify any doubts and ultimately there is no pressure to purchase the products from him. I appreciate his help so far for helping to manage my policies. Thanks Brandon
Talent Acquisition Executive at Beyondsoft
My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!
Nurse at SGH
FA Tay is a wonderful advisor. She does an excellent job in catering to my insurance protection needs. She listened to my concerns and assures me. Despite on my tight budget, she managed to find the best affordable plan for me. I am glad to be one of her client. I am looking forward to our future endeavours in this.
I have been with Derrick for almost 15 years now. From single till married with 3 boys! Now he managed my family insurance. Never failed us with his prompt reply and efficiency. Working with Derrick has been an absolute pleasure as he exceeded all our expectations and continuously went the extra mile to Ensure our satisfaction. He guide us thru and informed us in details on what to do next to make sure we are in the right track. We could not be pleased with the level of service, professionalism and quality we received from Derrick.
Afterlife Planner at Nirvana Memorial Garden
As a young insurance agent, Ben’s dedication, professionalism, and expertise shines brightly. He always ensures that we receive the best coverage based on their variety of products and services. I highly recommend Ben to anyone seeking reliable and personalised insurance solutions. Have a 121 with Ben to understand more.
Engineer
I have known Lucky for 10+ years but only introduced to his financial advice in the last 8 years.
He had recommended me few products that met my life cycle needs when I had kids and required planning for their future.
Lucky never failed to meet up with me to discuss new products or recommend new ways to ensure financial sustainability as well as retirement needs.
Overall, it is a pleasure to have him guiding me on financial planning for future and retirement forecast. His ideas and plans are clearly illustrated and graphical to show clarity. They are easy to apprehend and make decision too.
I enjoy working with him on my future planning for me and my family needs.
Self-employed
I want to thanks Olivia as my insurance agent. She is very professional and knowledge on the product she represented. She try to understanding me what I need, listens carefully to customers and able meet customers need. She give me a lot of advise and more information my medical insurance and accident policy matters. The most important She care provides timely, keep update and assistance to my requirement. I strongly recommend Olivia to everyone.
Account Manager
Eva was assigned to my account from a previous agent. Although was skeptical with new agents initially, she has proved to be very reliable and hardworking as compared to all my previous agents. Her response are usually fast and prompt so i am very happy with assigning my policies to her. I trust she can do a good job with her aptitude and sense of responsibility which are important traits of financial agents. Would recommend her!
Business Development Manager
I started my career in Financial Services by joining Henry back in 2017. Throughout the years, I have learned skills and insights which I believe will be beneficial in my lifetime. I have also enjoyed striving hard together with my teammates. Joining Henry as a Financial Advisor was a decision that I am glad I made previously. Here's to better years ahead.
I highly recommended Ida Ahmad to anyone in search of a knowledgeable,dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.
Operation Manager
Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.
Automotive Car sales Director
I was thoroughly impressed by Wilson exceptional level of diligence and proactive mindset. His commitment in delivering high-quality results and willingness to go the extra mile truly set him apart from other Agents out there. He is able to identify my current financial gaps and blindspot, establish steps i can do to better position myself towards my goal. I strongly recommend him, as he is truly a cut above the rest!
Research Fellow at National University of Singapore
Ewald is a highly approachable advisor and a friend whom I go to whenever I have queries about certain financial products. Having been in the industry for many years, Ewald is a reliable person who is both experienced and knowledgeable in his field. He serves his clients with a true heart and is never pushy in sales. Ewald is also very responsive when contacted and makes sure to assist you in your needs to the best of his ability.
Teacher
Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.
Engineer
What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!
Working under Lim Li Fen's leadership has been an incredibly rewarding experience for me. Her ability to guide her team with a perfect balance of compassion and competence is truly remarkable. She fosters an environment where every team member feels valued, heard, and empowered to reach their full potential. She also recognizes and celebrates the achievements of her team, no matter how big or small, instilling a sense of pride and motivation in all of us.
What sets Lim Li Fen apart is her genuine commitment to our collective success. She leads by example, demonstrating a strong work ethic, impeccable integrity, and a relentless pursuit of excellence in everything she does. Her guidance is not just about achieving results; it's about fostering growth, nurturing talent, and cultivating a culture of collaboration and innovation.
Her mentorship has been instrumental in shaping my career trajectory, providing invaluable insights, guidance, and support every step of the way. I am truly grateful to have her as my boss and mentor. Li Fen is more than just a leader; she is a beacon of inspiration, a source of encouragement, and a guiding light in the workplace. I am honored and grateful to have her by our side as we are continually inspired by her example.
Director at FEELMEDIA
#honesty #integrity #intelligence #effective
Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!
Leslie is very helpful, he understands my situation and advice what is necessary for me within my budget.
Relationship Manager, Commercial Banking at MayBank
I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.
During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.
Today I remain in close contact with my ex team as we continue to work together as business partners.