Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Trusted by our clients

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.

Ms Lim Kai Ning

People Experience Lead at Unilever

The advisory service that Rui Han provides is a notch above the rest. He explained every policy in detail to me, right down to the technicalities. It's great to meet an agent who knows his products well and is able to recommend me something suitable for my current needs. Thanks for your patience, as well as sincerity in wanting the best for your clients :)

Client of Kuah Rui Han

Mr Lok

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 making 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.

Client of Grace Lee

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Teo Jia Min

Ms Smarika Chaturvedi

Senior Hr Professional at IAS- An IBM Company

I know Chadrika for more than 5 years now, she is thorough professional and great person to work with. I know her both at personal and at professional level. She has a zeal and instinct which very less people has for their profession. She is a go getter and with very high professionalism. Look forward for a long term association with her.

Client of Chandrika

Mr Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Jadason Wang

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!

Client of Danny Lee

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Mr Tang Choon Kit

Sales Manager

I had many pleasant experiences with Gem helping me and my family with our insurance needs. Always kind, patients and genuinely wanting to help. Go above and beyond to lay out all the information and find the best way to explain in easy to understand terms. Really happy to have Gem helping us.

Client of Gem Huang

Mrs Sabrina Rosli

Physiotherapist at NUHS

Jun jie explains the various aspects of insurance well to me. Furthermore he has taken the initiative to decide which options are good for me. Will recommend to my friends definitely. Thank you!

Client of Chan Jun Jie

Ms Shenny Tay

Business Analyst at RGF

Derrick is a very knowledgeable, approachable, friendly and trustworthy financial advisor. He is always willing to go the extra miles and explain to me patiently about the policies and plans to make sure I fully understand. He answered all of my questions and gave me as much time as I needed to make the right decisions.

Client of Derrick Chee

Ms Cindy Lim

It has been a great experience with Jayne. She has been patient and consideration of my needs. I hope we could do more sharing in the future.

Client of Jayne Kwok

Ms Rosalind Koh

Digital Marketing Manager

I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.

In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

Client of Grace Wong

Miss Samantha Chan

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs. Maeva's knowledge of finance is impressive, and I trust her guidance completely.

Client of Maeva Huang

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Daphnie

Director, client engagement, APAC

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)

Client of Teo Jia Min

Mr Ryan Lee

Management Associate at Air Liquide

Jack’s dedication to my financial well-being was evident from day one. When I considered canceling a policy, he carefully analyzed the details and helped me recover returns I would have lost. Despite my unstable income at the time, Jack never pressured me into buying anything—he simply offered guidance, patience, and genuine support.

His integrity and expertise have given my family and me confidence in our financial future. I recommend him to anyone seeking a trustworthy advisor.

Client of Jack Chan

Ms Mei Qing

It is with great pleasure that I provide this testimonial for Sheena.

Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.

Moreover, Sheena's remarkable responsiveness and commitment to client satisfaction exemplify her dedication to providing exemplary service. She consistently demonstrates a readiness to address inquiries promptly, offering tailored guidance and support whenever needed. Her proactive communication ensures that I am kept well-informed of pertinent updates.

Beyond her professional acumen, Sheena's genuine passion for fostering her clients' financial success is evident in every interaction. Her approach is characterized by a genuine desire to cultivate long-term relationships founded on trust and mutual respect. It is this personalized attention and unwavering dedication that truly sets Sheena apart as an exceptional financial advisor.

In conclusion, I wholeheartedly endorse Sheena for her outstanding contributions to the management of my financial portfolio. I look forward to having her as our family adviser for many years to come.

Client of Sheena Suey

Ms Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

OUR CREDIBILITY JOURNEY

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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It is with great pleasure that I provide this testimonial for Sheena.

Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.