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.

Ms Hong Woon Shang

HR Executive

Impressed with Derrick's service. A great listener, understand my needs. No Hard Sell. No Force. Trust Derrick

Client of Derrick Chee

Mr Andrew Lim

I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!

Client of Marvin Lai

Mr MARTIN NOAH

Personal Trainer at Self Employed

Nova has always been responsive, helpful and kind in her services. She goes the extra mile in providing value in what she does and is always punctual and on time. She is very sharp and takes pride in what she does!

Client of Nova Lontok

Ms Vivien Ng

Lecturer at ITE

Suet has always provided policies which matches my needs and allowing me to pick and choose at different price range yet at my comfortable level of commitment. In the midst of this covid19, she has shown her love and care by sending well wishes text and ensuring that I am coping well at home. Using technology to meet via zoom, she has also provided me with available financial planning policy which will ease my worries if I got contacted with covid19. Last and not least, I appreciated her excellent after-sales services which she has provided when I needed help with claims and informations.

Client of Yeo Suet Yeong

Ms Cynthia I. A

Director at Australian Bank

Evon has been instrumental in my financial management journey for more than 20 years.

Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.

As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !

Client of Evon Chen

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.

Client of Aaron Chua

Ms Chris

My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!

Client of Joanna Tan

Mdm Elmiza Bustamim

Allied Educator

Jia Min always keeps us updated on significant market updates, and is prompt in answering our queries. She is very systematic, and always goes the extra mile to meet her client’s needs.

Client of Teo Jia Min

Mr Kenneth Koh

Director at Zhong Li Xing Automation Equipment (S) Pte Ltd

Eric is a person that you must go to if you need professional advices for financial planning. He listened attentively to your requirements and proposed a good, customisable and sustainable financial strategy that will benefit individuals needs. On his personality front, he is always cheerful and friendly person whom he will ensure that you feel comfortable with him during the first meet up. He is the man that I strongly recommend!

Client of Eric Lim

Ms Angeline Kwa

Administrative at Hermes

The most responsible, approachable, reliable, hardworking advisor you can ever find! If you need an advisor to help you with your insurance or financial needs, Derrick is the person you need.

Client of Derrick Chee

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Sean Tan

NUS Social Work Undergraduate at NUS

Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!

Client of Danny Lee

Samantha Chan

Product Marketing Exec at Rarespawn Ventures

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs.. Maeva's knowledge of finance is impressive, and I trust her guidance completely

Client of Maeva Huang

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 Parvesh

Director at Zia logistics

I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.

What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.

Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Client of Rison Ong

Ms Lim Xin Rong, Zann

Graphic Designer at CREPUSCULE ASIA

Trustworthy, efficient, and friendly— Eeks is a great financial advisor answering all my insurance needs. When I’m in doubt, she provides honest opinions and makes sure we have the best plan within our needs. She has not only helped me through my health and financial planning but also for my family and friends. Thank you Eeks!

Client of Eeks Lim

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

Mr Jeffrey

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.

Client of Elden Wong

Mr Choong

Engineer at Micron Semiconductor Asia Pte Ltd

Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!

Client of Rave Peh

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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Evon has been instrumental in my financial management journey for more than 20 years.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !