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.
Manager
Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!
Basketball Coach
Roger has been helpful in sharing with me my financial plans and committed to following thru and delivering my financial needs. Really grateful to have know him and know he’s doing great!
Lawyer
Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.
Events Planning And Marketing
Hund has gone above and beyond to ensure that the suggested policies are best suited to address my concerns and financial capabilities, providing essential advice and clear strategies without pushing boundaries. He goes the extra mile by providing me with different options and explaining the contents of various policies available, breaking them down into easily digestible information that allows for easy understanding. Hund is also readily available to address any queries that I may have in regards to my insurance and investment plans. I would highly recommend him if you are looking for an accommodating advisor with clear insurance and risk management strategies in mind to assist you in your financial goals.
Commodity Manager
As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!
Director at Divetech Marine Services Pte Ltd
Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!
Account Manager
Eva was assigned to my account from a previous agent. Although was skeptical with new agents initially, she has proved to be very reliable and hardworking as compared to all my previous agents. Her response are usually fast and prompt so i am very happy with assigning my policies to her. I trust she can do a good job with her aptitude and sense of responsibility which are important traits of financial agents. Would recommend her!
Student
Rayers has been giving me sound financial advice for many years. He will actively inform me of any changes and opportunities for investment and always ensure that my queries are answered. I highly recommend him to anyone looking for an adept and good-natured advisor!
Artisan
Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀
Afterlife Planner at Nirvana Memorial Garden
As a young insurance agent, Ben’s dedication, professionalism, and expertise shines brightly. He always ensures that we receive the best coverage based on their variety of products and services. I highly recommend Ben to anyone seeking reliable and personalised insurance solutions. Have a 121 with Ben to understand more.
Ex Adviser at Synergy Financial Advisers Ltd
David is a man with a big heart, and gives 100% commitment for everything he does. He can play multiple roles to every individual he meets: a boss who drives you to greater heights, a trustworthy adviser looking after your best interests, or switching to be that friend when you need new perspectives or a drinking buddy. If you seek someone who can make a difference to your life, David could very well be that person.
Early Childhood Educator
Hund is very friendly, accommodating and understanding. He addresses what is needed for every phase in life and suggest policies or plans that are most suitable to fit and is not pushy. He doesn’t insist when I am not comfortable with the prices of plans but aims to find one that is financially more suitable for me at different phases in life. He has been my agent for 6 years coming and I always feel very assured.
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.
Cabin Crew
I have been getting my policies from Tynn for years. She is knowledgeable, responsible and do not ‘hard sell’ her policies.
I had a few financial planners before she came along. They all sold me policies and then left the financial advisor line. Needless to say, after they left, there are practically no one to service my policies.
Tynn has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms or new policies available.
She will be my one and only financial advisor for many years to come. It’s really hard to come by a dedicated financial advisor. Great job done, Tynn!
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!
I am very comfortable working with Derrick as he has always exhibited a high level of professionalism and ethics through the years and I feel assured that my portfolio is in good hands as he's always one step ahead in alerting me of circumstances which I may not have foreseen and that he has my best interests at heart.
Director at FEELMEDIA
#honesty #integrity #intelligence #effective
Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!
Retiree at NIL
Brandon was my agent for nearly a decade now and I am grateful for his financial guidance. Thanks to Brandon's expertise and dedication, I am now enjoying a happy and worry-free retirement.
What sets Brandon apart is his sincerity and honesty. He has always put my financial well-being first, providing me with sound advice to secure my retirement goals. He is not afraid to tell me when he is unable to meet my investment returns for some years, which I feel is missing in other agents I dealt with. I am glad that I could count on him to update me, even if it’s bad news.
I recommend Brandon to anyone seeking a trustworthy and skilled financial consultant. He has been an invaluable partner in my financial journey, and I am confident he can do the same for you. Congratulations on attaining new heights in your career, Brandon!
Quality Control Executive
Before I started on my financial planning with Grace, I have insufficient knowledge in financial planning resulting in the procrastination towards working my financial goals and building wealth. Instead of pushing random products to me, Grace make sure she look at my previous portfolios to firstly understands my situation and my needs before introducing the appropriate policies to me. She gave me a thorough analysis of different products in the market which allows me to make sound decisions. Grace is patient in explaining financial terms to make sure I understood clearly the products that were recommended to me and is always prompt in her responses and follow up. She is all-rounded in her financial knowledge and provides valuable advices in all situations ranging from insurance to investments. Grace is very knowledgeable and is able to provide proper advice when it comes to managing finances, insurance and investments. She is definitely very well-versed in product expertise, and is committed to helping me make the best decision without obligations. Furthermore, the financial team organises regular finance webinars and are able to make dry topics interesting, easier to digest and promptly attending to any queries. Overall, a great financial advisor that I would recommend to my family and peers!
Sales Administrator at Simply Connect Pte Ltd
With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!