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.
Research Officer at Singapore General Hospital
A helpful financial adviser, alway put the client first.
Project Engineer at ST Electronics
Tiac listens and customise the policy to the needs of my requirements never losing patience in the process. He is efficient and prompt to replies. I will recommend him to anyone who wants to get the best out of the policies that are being offered in the market!
Executive
Adeline is very helpful and always take the extra mile to explain things in detail to me. She get things done fast and on time, and she always keeps me updated which gives me a peace of mind. Even though I’ve been her client for 2 years, she still makes the effort to meet up with me consistently to ensure that my policies are relevant and up to date. She’s trusted and reliable, please meet her!
Admin & Accounts Assistant
In these 20 years, Dennis has served our family with much patience, dedication & sincerity. He takes time to understand our needs & requirements and balancing that with our limitations, he often manages to recommend suitable solutions that see us through the years & beyond. He presents new ideas that eludes us sometimes & that’s what makes us more appreciative of his professional recommendations. His calm demeanor & words of assurance gives us a sense of security as we continue entrusting him in meeting our financial goals. Dennis, from our family to you, thank you!
Account Director and Manager of Sales at hexagon
Gem helped me define the best investment strategy for my long-term goals, including saving for my kids' education and my own retirement. She also provided guidance on insurance products to complement my investment plan.
Gem's patience is invaluable when navigating the various forms required for investment. She also stays on top of upcoming policy renewals, ensuring I don't miss anything important.
The Singapore market is dynamic, with frequent mergers and acquisitions. Gem's expertise helped me track my investment accounts across different institutions, ensuring they remained aligned with my initial objectives for risk tolerance, timeframes, and portfolio diversification.
If you're looking for a trusted advisor who can guide you through investments and insurance, Gem Huang is the person to go to!
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.
Digital Marketing Manager
Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.
She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)
We're thankful and we know we're in good hands.
Retail supervisor at Takashimaya Singapore Ltd
I’ll like to express my sincere gratitude to Magdeline for her exceptional services as my financial adviser. She went beyond my expectations providing me with detailed information about the insurance plans that best suited my needs. Her passion and professionalism were evident throughout our interactions, and I wholeheartedly recommend her to my friends and colleagues.
Grace, specifically, is unlike any Financial Advisers I have come across. She will analysis and understands my situation and my needs before introducing the policies to me. This allows me to make sound decisions. She will meet-up yearly to provide updates on market situation and suggest next course of action. She has certainly break the stereotype I had for financial advisers. Would definitelly recommend them to people who needs financial planning!
Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Angela is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.
Educator
I have known Tiac Pin since he was a teenager. He has always been sincere, diligent and having a heart of gold. One who doesn't hard sell, he makes admirable efforts to understand your financial needs and from there designed a range of products customise to your needs. From my interaction with him, it is evident that he upholds the belief of " Through work achieve success" and strives to serve his clients with pride and profound knowledge. Strive on TP, you certainly have what it takes to be an outstanding financial advisor.
Hairstylist at Miracle hair studio
I'm very grateful of Jennifer's assistance in reorganizing my insurance for my kid and I. She is really sincere and develops a good strategy for me based on what I need and income that will help my future. She excels in financial planning. She has my sincere gratitude and appreciation.
Technology Risk Manager
As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.
I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.
His client first , attention to details not only benefited clients but also strengthen our partnership.
Looking forward to continue working with Elden and more success together.
Engineering Manager
Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!
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.
Technical Officer
It has been a pleasure working with Jiamin for my insurance and financial planning.
When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.
Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.
Educator
Provide comprehensive information of my current and future financial plan. Reliable and trustable FA highly recommend.
Medical Laboratory Technologist at National University Polyclinics
Jack helped restructure my insurance portfolio, reducing my premiums while increasing coverage, giving me peace of mind. His timely investment updates and proactive fund switches have enhanced my returns and kept me informed despite a busy schedule.
During a tough family financial crisis, Jack provided clear steps to manage debt, showcasing his dedication and genuine care. I trust and highly recommend him.
Head, Enterprise Sales
Maeva is very dedicated, prompt and most importantly knowledgeable. She is not the typical FA that will hard sell the products without understanding your needs. She always put her clients before her commission and that's what i will call professional. As my work requires me to travel very frequently, Maeva will make it a point to hunt me down for annual review sessions. For this dedication and level of service provided, I will highly recommend her services to my friends and clients. Keep up the good work Maeva! We are blessed to have you as our FA!