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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
Learn moreHear 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.

























































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.
Nurse at SGH
FA Tay is a wonderful advisor. She does an excellent job in catering to my insurance protection needs. She listened to my concerns and assures me. Despite on my tight budget, she managed to find the best affordable plan for me. I am glad to be one of her client. I am looking forward to our future endeavours in this.
Sales Manager
Jiamin was introduced to me by my sister, who recommended her to me as she is warm and knowledgeable. After meeting her a couple of times for my policy review, she is indeed genuine, as she was fine with me asking about alternatives insurers besides the one recommended to me.
Also, unlike most agents I've met, I opened up to her quickly as she is very friendly. I'm glad to have her as my adviser!
Andy is a true professional who have my interest at heart. He is sincere and trustworthy, answering all my queries anytime of the day promptly and clearly. He only makes recommendations that benefit me the most and will explain why is that so. Highly recommend him to all my family and friends!
Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.
I have been with Derrick for almost 15 years now. From single till married with 3 boys! Now he managed my family insurance. Never failed us with his prompt reply and efficiency. Working with Derrick has been an absolute pleasure as he exceeded all our expectations and continuously went the extra mile to Ensure our satisfaction. He guide us thru and informed us in details on what to do next to make sure we are in the right track. We could not be pleased with the level of service, professionalism and quality we received from Derrick.
Trainer at Competencies Dynamics
Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .
Senior Tax Officer at IRAS
Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.
She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.
I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.
From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.
William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!
Derrick was recommended by a close friend and has been helping my family with our insurance matters for the past 3 years. He is prompt in follow up and helpful when required. Approachable and friendly guy.
Garrick is committed and provide good advice whenever you require it. Recommended!
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!
Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.
Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.
Senior Account Director at Hire Right Pte Ltd
I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.
What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.
I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.
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.
Group Division Director at ERA Realty Network Pte Ltd
I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.
Driver at Stripes Premier
Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.
Marketing at Shopee Singapore
I'm grateful for my financial advisor's (Brandon Lee), unwavering dedication. His meticulous approach ensures I stay well-informed about the latest policy changes, and his insightful advice has not only secured my financial future but also provided peace of mind. I appreciate his commitment to helping me plan and navigate life's financial journey.