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.
Homemaker
I got to know Linda as we both attend the same yoga class. Knowing that she’s a financial adviser, I decided to seek her advice when I wanted help for my family’s insurance as well as financial well-being.
Linda is a very conscientious and knowledgeable adviser. She is detailed, and is always patient to answer my many queries. That’s the main reason that I transferred all my family’s existing insurance polices to her care so that she has an overview of our coverage and is in a better position to advise us on whatever she deems is lacking. She will also prompt me when payments are due so that my policies will not lapse.
I am glad to have known Linda and have absolutely no regrets for making her our family’s financial adviser.
Customer Service Representative (order Processing)
Jia Min is polite & easy going for my 1st appointment with her. She went though the whole process with me patiently & guided me through along the way. She is very professional & I can see that she is proficient at what she is doing. It is very nice having someone like her to help me to have better understanding about my net worth & what choices I have to better reallocate my resources ☺️
Software Engineer at VISA
I have known Jia Min for over a decade as a friend, and I have no qualms about engaging her as my advisor! Unlike other agents I've met, Jia Min is very well versed in financial products, even those that her company does not carry. I am really appreciative of her hardwork and diligence in providing advice to me (even entertaining my queries on a Sunday morning)
Her analysis is not only comprehensive, but also customised to my personal context and needs. I was also pleasantly surprised when she even went beyond her scope and purview to advise on my company's insurance offerings. I love how she treats it not as pushing her financial products and sales but rather more about finding the best solution for me. Knowing that, I feel really assured and secure in planning for my financial and insurance goals with her.
Amazing and honest advisor! Saves you the trouble of pouring through the lengthy TnCs. Highly recommend!
Engineer at Skyworks
What I appreciate Shawn is his professional work ethics when I am engaging him for his services. His no-nonsense approach makes it easy for consumers like me in arriving at a decision when I am planning for my finances. Thanks to Shawn, I am assured that all my queries are answered with clarity and I am given the best possible options after he made the necessary comparison. Also, what I greatly appreciate is that he is well versed in his product knowledge as well as the way he logically explain what is the best approach when planning for coverage and wealth accumulation. Highly recommend to everyone who values comparison and a straightforward way in acquiring your needs.
Quantity Surveyor
Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!
Logistics Executive
I frequently worked with Jarius. He does a fantastic job and is exceptionally timely. He responds quickly to any queries or worries I have about my insurance plans, and together we are able to find solutions to any issues that may have occurred. To anybody looking for a professional who takes their job seriously, I would definitely suggest him and his organization.
Financial Consultant at Aviva
I have know my manager Josh since 2015. Has always been a very approachable and helpful person as friend , colleague manager. Very driven person which always helps to motivate his team as well as having fun at the same time. Been pleasant to have known him till now.
Student
Rayers is a great friend and advisor. He is very knowledgeable in his field and always shares his insight with his peers. He is even willing to provide his professional opinions when I approached him with my financial queries. To sum it up, he is a great financial advisor who always seek to improve in his field.
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. :)
Relationship Manager at OCBC
Jia Min is a very sincere and genuine financial advisor whom I can trust and rely on for any financial advice, handling of policies and technical queries. She goes the extra mile to make sure that I understand what I’m purchasing and genuinely wants the best policy fit for me. Appreciate how she is so open with sharing all her financial and investment knowledge and is ever so willing to listen whenever I need any advice. It’s been a pleasure being under her care and I would highly recommend Jia Min!!
Quality Cum Engineering Executive
Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!
I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!
Fire & Rescue Specialist
Having known Hund for quite awhile. He is a conscientious and thoughtful person. Knowing my financial background, he make extra effort to explain the contents of the product. It enables me to make sound decision with my investment. He has consistently call to check and offer solution to my financial needs from time to time. Thanks.
Executive Admin at Guardant Health AMEA
Having known Clive for many years, naturally I went to him when I had to take up a mortgage.
Have always known Clive to be level headed and financially savvy. So I leaned heavily on him when I was making my biggest purchase (my new flat) of my life. He did a very good job of assessing my finances which in turn soothed my jittery nerves of the purchase. It would have been a huge nightmare without him.
Also, very good suggestions on investments from Clive. He acts on the interests of me, whatever works better for me, and not how much commission can he get. He always reassures me, “whatever is comfortable for you!”
Real Estate Agent
Aaron was able to help me choose and analyze the various investment insurance policies offer by almost all the insurance companies; and provide me clarity to select what’s probably best suited for my current needs.
Will also be getting him to go through my various existing policies and see how I can better align them for my family.
Engineer at Siemens
Was gaining interest in Investments and I happen to know that Shawn is in the industry. When approaching him for his advice, am glad that he was not hard on his approach. He made sure that I understood the concepts of investing and adequately warned me of pitfalls of this method of wealth accumulation. He honest route of advisory is what assures me that I have found the person to assist me in my wealth accumulation needs. To top it off, his belief in active management of my invested monies helps me ensure that I am on track to achieving my goals. Recommending to everyone who is looking for a structural ,consistent and predictable way to compound wealth.
Regional Manager at COGRIASIA
Chalysta has demonstrated the ability and integrity needed in her role as a financial advisor. Her analysis and recommendations are heavily weighted and influenced by detailed analysis of my profile. She impressed me by her enthusiasm to share what's best for me and my family. She is highly recommended if you are looking for a sincere and conscientious advisor.
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.
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.
Marketing Manager
I have met Shawn through my friend in Singapore. Previously was studying in Singapore, and was encourage to take up Health Insurance to ensure that I am properly covered against massive medical bills. With his advice and thorough comparison, I was able to select the most suitable health insurance coverage for myself. For that, I am thankful for Shawn's services. He will be the go-to person should you need personalised financial advices.
Project Engineer at Fonda Global
April is a very knowledgeable Financial Advisor. She will list down products available as well as the pros and con of each product to help find the suitable product/s for me. She has been my FA for over 4 years and she has never fail to do regular reviews as well as updates and enquires i have with any regards to any issue. She have proper accountability over products she done for me as a client. Overall pleasent experience and professional work ethics display as a FA.