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 YM Wong

Was introduced to Eugene by a friend. His explanation of the financial products were clear and suits my needs. His usage of materials during our meetings also helped to show me exactly what I was signing up for. I appreciate his patience and flexibility in accommodating me!

Client of Eugene Low

Mr Karl Gan

Writer/Producer at Verite Productions Pte Ltd

Serene Seah is a joyful, diligent, intelligent, driven and resourceful financial advisor, who will go above and beyond to assist her clients with their financial needs and goals.

I’ve been her client since late 2017, and we have worked together on covering my insurance needs including for life plans, accident, hospitalization, terminal illness, disability, additional care, savings plans, and investment. I have very specific needs and risk profile — Serene understands that and tailors her products to meet my decisions and choices. I am very particular about what to invest in and does my research before entering a policy; Serene has shown how good she is by focusing her recommendations on what I prefer and not what she wants, which is what some other advisors do, to their detriment.

Having a good financial advisor boils down to research and the relationship, and because Serene and I have a friendship that goes back over a decade and she always listens to my needs, I am very happy to call her my advisor, and will listen to her recommendations because I know that she will always have my best interests at heart.

Client of Serene Seah

Dr Jared

Assistant Professor at Singapore Management University

Alvin has been my financial advisor since I was doing my PhD before I had a family. He is knowledgeable and dependable. He helped with all of my needs, from the most basic of issues like travel insurance, to complicated matters like getting coverage for my son who was hospitalized at a young age. Alvin helped me through all my significant life stages and revisited my coverage requirements each time as my family grew and as I upgraded my housing. Highly recommended, not pushy at all. Thank you Alvin!

Client of Alvin Cheo

Mr AFIQ HAMIZAN

Government at SCDF

Adeline has been there for me and my family for a very long time. She's very efficient and helpful. Hence the reason we decided to have her as our adviser

Client of Adeline Low

Mr Roslee

Supervisor

Weiqi stands out as an exceptional insurance agent. Unlike other agents I’ve encountered, he didn’t disappear after making a sale. Even after purchasing insurance products, my previous agents became uncontactable. However, Weiqi was there to assist me. Not only did he address my concerns, but he also helped me to generate profits from my investments. I’m immensely grateful to him for enabling me to secure a larger HDB. Thanks to Weiqi’s dedication and expertise, my financial future looks brighter than ever.

Client of Ong Wei Qi

Ms Rosalind

Frontdesk officer at Bernhard Sculte Shipmanagement

Securing new hospitalisation insurance at 71 years old can be an incredibly daunting and stressful process, but Daren Low made it completely seamless. While many might hesitate to assist someone of my age, he never once hesitated. He took my application with absolute dedication, guided me patiently through every step, and successfully submitted everything to the Income Insurance underwriting. Knowing he is following up on the approval gives me immense peace of mind. I am so grateful for his respect, empathy, and professionalism, and I highly recommend him to anyone looking for a truly trustworthy advider.

Client of Daren Low

Mr Suffian suhaimi

IT engineer at Zaar MRN

Henry has been with us for more than 12 years. Before we were married, to having a home to our first born. There is no one we trust more in our financial life other than Henry. He takes care of you and your family first. Thank you.

Client of Henry Ang CS

Ms Claire Escalante

Secretary at Tolaram Pte Ltd

Ida Ahmad is not just a financial adviser; she’s a dear friend. She goes above and beyond, handling claims and renewals and exploring new opportunities. Her advice is personalized and easy to understand, reflecting our deep friendship. Ida’s professional expertise and personal touch make her an invaluable partner in my financial journey. I highly recommend her services.

Client of Ida Ahmad

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Jadason Wang

Talent Acquisition Executive at Beyondsoft

My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!

Client of Danny Lee

Mr Derrick Er

Boutique Manager at Bell&Ross

It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor.

Client of Derrick Chee

Joyce

HR Practitioner

Adeline has looked after my financial planning since 2019, and over those years she has come to advise my mother and my sister as well. She started by educating me - the instruments, the risks, the returns - so that I could decide rather than defer. Recently, she recommended something with higher risk and higher return and I resisted, she did not push. She took the trouble to understand what sat behind my resistance, then immediately came back with alternatives that showed she had actually heard me. That is rare. Her annual policy summary reports are just as clear, and she now holds our family's picture as a whole, across generations. I trust her with it.

Client of Adeline Low

Mr Kong

Hackwagon Academy

Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)

Client of Vivian Peh

Mr Kevin Tan

Director at FEELMEDIA

#honesty #integrity #intelligence #effective

Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!

Client of Danny Lee

Mr Chan

Retiree

Eva has been my agent for past few years. She is responsible , dedicated and helped me on my claims successfully. She helped me plan for my retirement as well.

Client of Eva Tan

Ms Nemi Mary

Digital Marketing Executive

I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.

What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.

I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!

Client of Sebastian Yio

Mr A S

Data Engineer

Unfamiliarity of the types of insurance that is offered by insurance companies. Shawn explained in detail the unfamiliarity I was facing and in turn helped me be more informed and gave me the confidence to make any future financial/insurance decisions for me and my family. He answered every questions that I had with transparency and sincerity, he comes off as somebody who wants to listen to your story and understand your situation and future goals and then advise you on how you can achieve them.

Client of Shawn Koh

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

MR VADAMALI SRIRAM

Operations manager at HL TRAVELS AND TOUR PTE LTD

I recently had the pleasure of working with Mr.ELDEN WONG. He made the insurance process a walk in the park. Friendly, knowledgeable, and always ready to tackle my questions.

Hats off to Mr.Elden Wong and SYNERGY. More than an insurance agent, he's like family. Takes the time to understand my needs, ensuring I get top-notch coverage. I trust him implicitly and know he’s got my back. Thanks for everything, Mr.Elden Wong..

Client of Elden Wong

Mr Toh Jun Hao

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.

Client of Shawn Koh

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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I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.