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.
APAC Compliance Analyst at Wirex Pte Ltd
April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!
Lecturer at Ngee Ann Polytechnic
Jason was able to condense and distill financial planning concepts in an easy-to-understand style, using anecdotes, drawings and explanations, enabling me to see the need for planning towards retirement. His advice on my current portfolio of financial plans were useful and I appreciate that he has a range of products to recommend, to maximise returns in the longer term.
Assistant Professor at Nanyang Technological University
Keef is very experienced and has been exceptionally patient with us. From the very first day we met, he guided us step-by-step and prepared very detailed plans towards achieving our financial goals. Keef is now not only our mentor for financial matters but also a good friend who we can trust and rely on.
PHV Driver
Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)
Engineer
Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.
Supply Chain Executive
First and foremost, Jarius has a very focused and determined attitude. He is a diligent and enthusiastic broker that doesn't think twice about going above and beyond for his clients. Being a young professional himself, he knows specifically what young people are facing whether they are beginning off their job route, or moving between profession changes, he has the capacity to help young adults clearly comprehend the value of being insured. He has always been a great adviser to engage with, kind, and competent. I'm delighted to continue working with him.
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。
Housewife & Navy Officer
Overall, our experience with Amber and her colleague, Jayden is good. They are really friendly and patient when explaining all of the policies. They explained each category thoroughly so that we do not miss out on anything. We feel reassured that we are in good hands. Thank you!
Singapore Management University
Keef is such a fantastic financial advisor. He is always prepared and always ready with options to maximize my investments. Keef takes the time to explain my investment and insurance options and he has the gift of making complex schemes clear and concise. I appreciate that Keef takes the time to meet with me regularly about my plans and I enjoy our meetings because he is always happy and optimistic. Great job, Keef!
Technical Advisor
Alfred is a true professional. Very clear and understand us well on our insurance needs. For the first time I'm able to understand what I am paying for my insurance and whats my coverage. His follow up is something that distinguish him from the rest. Well done and thank you Mr Alfred.
Manager at Land Transport Authority
Daven is very attentive and explain in details. He has good knowledge in the products, excellent and detailed presentation. Great interpersonal communication skills and able to place client's interest first.
Sales Executive
I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.
Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.
Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.
April has been extremely helpful and is an advocate in seeking a policy that provides the best coverage based on my current needs. I am extremely thankful to work with a financial adviser who demonstrates empathy and is truly interested in my preferences and circumstances. It’s been nothing short of a great experience and April is someone that I would highly recommend talking to regarding your insurance needs.
Student
Vivian is a warm and friendly advisor who forms a rapport with her clients and make it a point to understand her clients' situation before finding the best options for them. She prioritizes her clients' needs and gives in-depth explanations for all options. Kudos for always going the extra mile!
Researcher at Nanyang Technological University
Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.
Therapist (Rehab)
Alan is professional, clear and articulate in his explanation of the different plans.
NSF
Highly recommend Rayers to everyone who is looking at getting help for finance and investment! He is an expert in this field as he has good knowledge in finance and investment. He has been helping me with managing my finance for the past 3 years as my finance manager.
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.
Hackwagon Academy
Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)
Graphic Designer at Oliver Wyman
Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.
She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!
What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.