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 Eugene Tan

Investment Professional

A few qualities I really appreciated from Sean:

Responsive and reliable: Always quick to reply to questions or provide follow-up materials
Client-first mindset: Prioritized our needs over commissions, and even recommended keeping some existing policies instead of switching
Proactive planning: Highlighted coverage gaps we hadn’t considered and provided future-proof options
Trustworthy and transparent: High product knowledge. Able to explain benefits and limitations of each plan, helping us make informed decisions

If you’re looking for a financial advisor who’s knowledgeable, ethical, and easy to work with, I’d highly recommend Sean at Synergy Financial Advisers. He brings both technical expertise and a human touch to financial planning.

Client of Sean Neo

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Miss Vivian Lim

Tutor (Math and Physics) at Self-employed

Always update me on the changes in insurance industry. Other than insurance knowledge, he is also familiar with CPF matters. Willingly to go extra mile to check for answer even though it might not be related to insurance.

Client of Tan Kok Lun

Mr Yee Tze

Analyst

I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor.

Client of Alfred Seng

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 WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!

Client of Vivian Peh

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Mr Isa Razif

Supply Planner at Procter & Gamble

Consultation sessions with April are comfortable and free flowing. She is able to answer all random enquiries with relevant situations and examples. She has a non-judgemental approach to construct and advise a financial plan based on current financial status and lifestyle. Two thumbs up!

Client of April Lim

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.

Client of Ewald Teo

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Ms Bei Yu

Teacher at Skool4kidz

Kimberly对客户的关怀理解和专业的知识令我印象深刻，她总是尽心尽力为客户提供最合适的保险方案。她的耐心和细心让我感到放心，清晰的沟通能力也使得购买保险变得简单易懂。她是一位出色的保险销售员。

Client of Kimberly Tan

Dr Boon

Data Scientist

For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

As a specialist in insurance issues, he is always aware of the benefits and drawbacks of each and will provide you the solutions that are ideal for your individual circumstances. He has made it possible for me to have adequate protection against accidents and medical issues without having to spend a fortune, for which I am thankful. He has been quite prompt in responding to my inquiries and handling certain administrative matters, and he will keep you updated at every stage of the procedure.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.

Client of Jarius Kan

Mr Wesley Tan

Student at SUSS

Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend.

Client of Jason Choo

Ms Sabrina

Early Childhood Educator

Filled with passion and dedication, Hund reaches out to help me in my financial planning in every way that he can. His emphasis on the importance of starting early has encouraged me to take a closer look at my finance and plans for the future. Hund also goes the extra mile to provide value-added services, like reorganizing my portfolio to ensure that I am able to understand them easily. Thanks to Hund, I have less worries about my life coverage and wealth accumulation. I would definitely recommend him if you ever need any help with planning your finances.

Client of Hund Wong

Ms Juliana

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Ms Amanda Yee

i was introduced to willynn through a colleague. i had practically zero financial planning beyond some basic insurance coverage. over the past few years, willynn has helped review and improve my portfolio to cover gaps and put in place a proper plan for the future. she has consistently been very patient and clear with her explanations. she gives good advice and makes suggestions based on my requirements and preferences and she knows her products very well. would highly recommend.

Client of Willynn Soh

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

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

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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For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.