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.

Mr Raymond Koh

Manager at MNC

I am thrilled to share my exceptional experience with Keef. From the very beginning, Keef was instrumental in facilitating my policy application, making the process seamless and stress-free for a layman like me. Every query I had was met with prompt and thorough responses, showcasing an impressive level of responsiveness and commitment to client satisfaction.

What truly sets Keef apart is his remarkable patience. He took the time to explain key terms and terminologies in a way that was easy to understand, ensuring I was fully informed and comfortable with my decisions. He focused on what was best for me and my current circumstances, which made me feel valued and respected as a client.

I highly recommend Keef to anyone seeking a knowledgeable, patient, and genuinely helpful adviser. His dedication and professionalism are second to none.

Client of Keef Lim

Mr Aaron Lim

If your insurance agent is just doing the bare minimum, you might think about calling Derrick Chee to review your current situation. He’s honest and he’s a man you can trust.

Client of Derrick Chee

Mr Benson Lim

Driver at Stripes Premier

Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.

Client of Eva Tan

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Mrs Yee Jane

Self Employed

Derrick is a very good agent. He is always there to answer your questions and will always try his best to help you with his needs. He is the agent who would go the extra mile to deliver his service and that is why I recommended him to so my family. Keep up the good work, Derrick! You’re a star

Client of Derrick Chee

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Ms Ivy Ng

Hr & Admin Executive

Jennifer is a very helpful and responsive financial advisor. She updates me on any changes to my financial portfolio and provides the best advice according to my financial circumstances. With her explanation, I understand more about the insurance plans I have purchased. She also provides a financial portfolio summary for me to have a comprehensive record of all my policies, including those not under her care.

Jennifer has also done more than just personal financial planning for me. She went the extra mile to provide me with a corporate insurance quote in 2022, even when she was overseas. I truly appreciate her professionalism and dedication.

Client of Jennifer Tey

Ms Lee Li Xuan

Working with Adeline has been an absolute game-changer for my financial journey. She took the time to thoroughly understand my unique financial situation, goals, and concerns. With a keen attention to detail, she crafted a tailored financial plan that not only addressed my immediate needs but also laid a solid foundation for long-term success.

Adeline is also very efficient and has a personality that makes the world of finance enjoyable. I highly recommend her to anyone seeking top-notch financial guidance!

Client of Adeline Ee

Mr Huang Zhiqiang

Machine programmer at Meisterform

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Client of Elden Wong

Ms Nerissa Chew

Personal Assistant at Johnson & Johnson

The level of service and professionalism I’ve received from Darius is exceptional. Admittedly, I don’t know much about insurance but Darius has always taken the time to educate me and inform me about my various options. He is very prompt answering my questions and concerns and possess excellent knowledge. With my recent hospitalization, Darius has given me great advice on what is covered under the policy I have bought and my options available even on the weekend. He goes above and beyond to help check on the process and documents required to get reimbursement from my company group insurance. Darius isn’t just trying to sell you something, he legitimately cares about his clients and their well-being.

Client of Darius Tan

Mr Jonathan Yeo

Conference Executive at Events Company

April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.

Client of April Lim

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Ms Cynthia Ang

Senior Tax Investigator

Despite her young age, Joleen is one of the most passionate financial advisors I have met. She is able to recommend various financial plans to meet my needs, and even provide for me varying levels of premiums to better suit my financial commitments as a young working adult. She is also very professional and is quick on her feet in helping me in processing any claims / queries that I have on any of my financial plans. On top of that, she is a very friendly and approachable person, making it easy to click to her on a personal level as well.

Client of Joleen Peh

Mr Mac Tee

Trainer at Competencies Dynamics

Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .

Client of Pauline Lau

Ms Gui Shi Yun

Sales Manager at Asiaone Office Furniture

I met Catherine in Y2008 when I came to Singapore to work as Office Admin. She is a nice & friendly, hardworking, knowledgeable and NO hard sales insurance agent. She always listen and understand my needs and propose right insurance policy. I am comfortable and trust her to handle my insurance purchase. And now, my family insurance policy also taking care by her. Thanks Catherine :)

Client of Catherine Lau

Mr Keith Lai

Anny is exemplifies the qualities of kindness, attention to detail, and approachability that make her a true professional in her field. Anny is not only kind but genuinely cares about her clients. She goes above and beyond to ensure that my insurance needs are met and that I understand the policies I have in place. Her warm and friendly demeanor creates a comfortable atmosphere where I feel valued and supported. With her expertise and genuine care, I feel confident that I am in good hands and that my insurance needs are well taken care of.

Client of Anny Chong

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Ms Atika

Design Engineer at Cragar Industries Pte Ltd

Hi Darius!

Thank you for patiently guiding me step by step throughout understanding the entire processes of the different types of insurances and making sure i know what i’m signing up for! So grateful that you’re a meticulous person who goes through my finances with me and work out the best offers together!

Extremely trust-worthy and will definitely recommend you to my family & peers!

Looking forward to learning more from you and a wonderful journey ahead! ☺️☺️

Client of Darius Tan

Mr Spencer Wan

SOC Analyst at MINDEF

Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me.

Client of Jason Choo

Mr Yeo Kay Wee

Senior Manager at Soka Gakkai Singapore

Angeline Ng has been my wife and my financial advisor since 2002, she has helped us not only review all our insurance policies, but she also helps us to understand what each insurance is for and what we need. She is a responsible, reliable, organized, and knowledgeable financial advisor. Recently, I had heart surgery, and because of the claims, I often called her, no matter what time, she attend to all my queries patiently and promptly. Thank you for helping us to understand what each insurance for and to be our financial advisor, which we can fully depend on.

Client of Angeline Ng

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)

Our trusted and collaborative partners

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.

We provide a wide range of solutions to cover you

Discover insurance that can cover medical care, rehabilitation, and property loss. Fill out the form for a quote today!

I highly recommend Keef to anyone seeking a knowledgeable, patient, and genuinely helpful adviser. His dedication and professionalism are second to none.