Working together to achieve financial freedom

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

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.

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Mr Benjamin Ong

DIS Military Officer at Singapore Armed Forces

Jack stands out as a financial advisor who truly listens and understands my goals. Unlike others, he wasn’t pushy and continued adding value even when I was hesitant. Over time, his growing expertise and tailored advice impressed me.

Jack's ability to align strategies with my ideas, adapt to market changes, and provide clear insights has built my trust and confidence in him as a genuine wealth advisor.

Client of Jack Chan

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

Ms Zoey Tan

Teacher

I was recommended by a friend of mine to Adeline. Adeline is very enthusiastic and knowledgeable about the work she does, and always takes the initiative to ensure that everything is fine. I trust Adeline with my plans and feel very assured that she will be there to answer and clarify any doubts I have. If you require someone to look after your best interests, you can count on Adeline to be the right person.

Client of Adeline Low

Tan Xiao Wei

Grace is dedicated, and always commited to finding the best insurance solutions for me. Through the years, she always goes above and beyond, providing personalized guidance, and ensuring I have the coverage I need as I progress through different stages of my life. Besides, despite having built a good rapport over the years, she still takes the time to thoroughly explain coverage options and answer all my questions.

Grace is definitely a reliable advocate, guiding me through the claims process efficiently and ensuring a prompt resolution all these while. This level of support and dedication I have been receiving from her exceeded my expectations and solidified my trust in her expertise!

Client of Grace Lee

Mr Jasper

From the many years I had know her, Linda is like a big sister caring and understanding my needs in different situations. She always give me good advise when I had issues and even sometimes when the issues are not related to her job she will also give good advise.

Client of Linda Quah

Ms Jennie Poh

Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right. I placed my trust in Elden to manage my retirement funds prudently.

Client of Elden Wong

Ms Angela Lok

Head, Business Development - Women’s Network at SPH Magazines Pte Ltd

I’ve always felt in good hands with derrick handling my investments. Never needed to bother deep into details as he will always recommend the best for me. And will alert me if he feels my funds are not performing. Also he’s ever ready to answer any queries I have, even if he doesn’t have the answer in hand, he will make sure he’ll check and get back to me. It’s impeccable service!

Client of Derrick Chee

Daphnie

Director, client engagement, APAC

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)

Client of Teo Jia Min

Ms Lynnette Chia

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!

Client of Linda Quah

MR Chan Yoon Jet

IT Application SUpport at DBS Bank

Very patient and understandable explanation

Client of Bexton Tang

Mr Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Mr Jay Ho

Adminstrative Assistant at Yishun Health Campus

Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!

Client of Derrick Chee

Ms Michelle Howell

Senior Relationship Manager at Synergy Financial Advisers

Willynn is an experienced and knowledgeable financial adviser with her client’s best interest at heart. Willynn is generous with her time and is always willing to share her knowledge and expertise.

Client of Willynn Soh

Syauqi Morshid

Relationship Manager at Synergy Financial Advisers Ltd

Beyond being an exceptional adviser to his clients, Marvin is also a mentor and leader that I greatly appreciate and am grateful for, being able to learn from his wisdom and wealth of experience. His dedication to his role as a mentor goes beyond just offering professional guidance and support, but also in supporting his mentees’ own personal growth. His unwavering support for new ideas and relentless drive to help his mentees reach their full potential makes him someone we can always turn to for guidance. He actively encourages his team to think outside the box, explore innovative solutions, and push the boundaries of their capabilities. Marvin's commitment to nurturing talent and fostering growth within the team is admirable, drives the team to be the best advisers to our clients and strive towards achieving our personal and collective team goals.

Client of Marvin Lai

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

Mr Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Ms Jennifer

Architecture Designer

Rayers is very detailed and patient. He will take the time to go through details slowly which is helpful. He will also take the time to go through things step by step with you so you don’t get confused. He’s knowledgeable and willing to answer the questions you may have. He is also very reachable throughout the week which makes thing easy.

Client of Rayers Sia

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Mr Boey

I initially wanted a simple savings plan, something that could beat the banks interest rates. My friend introduced me to Roger and lucky for me, he shared with me some strategies and products that not only managed to hit my desired interest rates, I am also able to have passive income from it. Roger is a very frank, sincere and honest individual and I would definitely recommend him to my close friend for financial planning and their savings needs. Thanks Bro!

Client of Roger Lim

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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If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.