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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.
Engineer at HDB
To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.
She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.
Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.
Business Development
Rui Han has been my trusty financial advisor for the last 4 years :) I like how he gives his sound advices and justifies the numbers he puts up. He's also really open to ideas and friendly - this means a lot to me as it translates to open, transparent and fruitful conversations about life/finances.
Director
Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.
Senior Engineer at DSTA
Derrick is more like a bro than merely an agent to me. I can strongly feel his sincerity towards providing the proper advice and customize the right products to cater my needs and financial capability. He genuinely provided the right advice to me without hard selling of products unlike other agents I have encountered. He is patient and responsive to my enquiries and goes extra mile to remind me of my medical appointment and premium payment etc. With the trust I have built up in him, I have entrusted my mum's and sister's healthcare and medical policies to him as well. In addition, I have also referred my peer to him for medical coverage advice. There are many financial advisers in the market and it is not simple to find one whom you can trust and build rapport with. Keep up the good work Derrick and thanks for your support all this while! Appreciated!
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.
We were not clear about the difference between estate planning, will setting and the coverage we have from the insurance plans we have. Amy was patient and knowledgeable when she went through the whole estate and retirement planning with us. She recommended various plans to ensure we are covered in various areas and investment plans for us to achieve our retirement goals. Our lives feel more organised now and we need to thank Amy for that!
Adminstrative Assistant at Yishun Health Campus
Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!
Retired at Nil
She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism.
Homemaker
Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!
Zhen quan's expertise & knowledge in his field of work provides his clients with assurance in his services. He has always provided genuine advice & is willing to go the extra mile to help his clients. I have trusted him with my financials for 7 years and never regretted with this decision made.
Business Development Manager at PacificLight Energy Pte Ltd
I joined Andrew and his team in 2017 after 6 years in the banking industry. He is a person with great foresight and aptitude for higher success. Under his explemary leadership and dedication to his team, I had learnt alot of industry insights and knowledge that i can apply to my work and personal life through his innovative training and coaching sessions which I can't find in banking. We still remain in close contact and have known each other since our air force days, opportunities will come eventually for him with his unwavering support and strong will to succeed. All the best in the future!
Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!
Machine programer at Meisterform
Great experience with elden,explains policies very clearly and easy to understand. Also does a detailed insurance analysis with me . Highly recommended advisor with exceptional customer service and dedication to his role.
Associate Professor at NTU
Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!
Business Owner at Elestial Crystals
A 5 star testimonial for Ida! Thoughtful and always willing to go an extra mile to help meet her customer’s needs. Well versed with what she is doing. I will definitely look for Ida in future for all my insurance needs!
Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd
I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.
In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.
Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.
I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.
Creative Director at Freelancer
Great explanation! The information was clear and execution was efficient.
David’s help has enabled me to take a career break and organise my finances. He has been a blessing! As such I would like to continue our working relationship and remain a client.
All the best in his future endeavours.
Lawyer
Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.