Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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Trusted by our clients

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.

Mr Khuê Lê Huỳnh Ngọc

Management Trainee at Shopee

As a Vietnamese citizen looking to invest globally, I faced challenges navigating cross-border investments. Jack’s expertise made the process seamless, giving me access to US and global markets with clarity and confidence. His deep market insights and commitment to education ensured I made informed decisions aligned with my financial goals. More than an advisor, Jack is a trusted partner who truly listens and prioritizes my needs. Anyone seeking a knowledgeable and client-focused expert will find that in him.

Client of Jack Chan

Mr Shaun

Realtor

I have known Wilson since Secondary school, always see him as a responsible and dedicated man. In terms of financial planning, he is the first person who comes to mind, i know i can entrust him with my money. He took the time to understand my needs and concern, provided valuable insights that i never knew about.

Definitely recommending without a doubt!

Client of Wilson Ang

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Jo Ann

Public Relations at SGX

Jason is not only knowledgeable in what he does, but he’s also able to explain things in way for anyone to understand. He puts his clients' interest first, by always reminding them of their financial goal instead of just investing or buying plans just for the sake of growing wealth. He takes the time to understand his clients’ needs and provides ways to meet those needs. He is super helpful - always welcoming questions and taking the time to answer any concerns.

Client of Jason Choo

Lock

Smit Lamnalco

We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.

Client of Chim Keng Hoong

Ms Sharon Tay

Manager, Hr Talent Acquisition at Marriott International

I have known Danny for awhile now and has entrusted my personal insurances to him not too long ago. With his vast knowledge, customer-centric mindset and reliable, he was able to curate personalized plans that would meet my needs in the long term basis.

It would be safe to say that I am in good hands to have Danny being my dedicated Financial Adviser.

Client of Danny Lee

Mr Meng En

Cyber Security Engineer at ST Engineering

Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.

Client of Jason Choo

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.

Client of Garrick Lin

Mr Ravi

Consultant at MINDEF

Efficient, reliable and committed to her service.

Client of Zenn Goh

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.

Client of Ng Tiac Pin

Mr HC Woo

Civil Servant

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Client of Elden Wong

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Mrs Win

Technician at MICRON SEMICONDUCTOR ASIA PTE LTD

Rave is knowledgeable and patient in explaining different insurance options. he helped us choose a plan that fit our needs and budget perfectly. Highly recommended for anyone looking for clear, trustworthy guidance.

Client of Rave Peh

Mr Au Wei Keong

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!

Client of Ng Tiac Pin

Ms Jamie Tan

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.

Client of Derrick Chee

Mr Kook Liang

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!

Client of Brandon Lee

Mr Iskandar

Engineer

Yvette was easy to work with, her communication was also excellent as well. She offered sound suggestions that added to the quality of each of our plans. Because of this, we were able to upgrade our hospital plans to a better plans.

Client of Yvette Yap

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!

Client of Ting Chaur Fon

Mr Kelvin

Manager

Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.

Client of Ting Chaur Fon

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

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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.