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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.

























































Quantity Surveyor
I first got to know Jiamin through my cousin. It’s been a joy speaking to her! She’s kept in touch with me over the years, provided me with relevant updates and remains very contactable when I have queries and need her help.
Recently, Jiamin provided me with an overview of my cashflow which gave me alot more clarity about my finances. After the meet with her, I feel assured that I’m in the right direction and know what are the next steps to take. Jiamin also takes great care of my insurance needs and takes time to compare and explain the plans to me.
I can see that Jiamin is very passionate about what she does as an advisor. Thank you Jiamin!
Graphic Designer at Olympia Diary (S) Pte Ltd
Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!
Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!
Business Development Manager
I started my career in Financial Services by joining Henry back in 2017. Throughout the years, I have learned skills and insights which I believe will be beneficial in my lifetime. I have also enjoyed striving hard together with my teammates. Joining Henry as a Financial Advisor was a decision that I am glad I made previously. Here's to better years ahead.
Program Manager, Operations
Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.
Procurement Manager at PAP Community Foundation
Jack impressed me with his efficiency-focused approach to financial planning, restructuring my insurance to maximise coverage for every dollar spent. His responsiveness and consistent support instill confidence, especially knowing he’ll manage claims if I’m ever unable.
Unlike pushy agents, Jack collaborates respectfully to meet my needs, making him a standout advisor dedicated to his clients’ best interests.
Product Development Manager at Ascenz Solutions Pte Ltd
Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.
Production Manager
我的经验、让我不会对年轻人或朋友抱信心、因为我试过向他们买保险、之后他们都转行了!多年后的这次、是在好奇心的驱使下、也抱着很久没听到什么最新的保险消息了、就当听听来长知识也罢、又可以不买所介绍的保单为前提、接受了这位朋友小妹的邀约! 从一开始了解状况、到讲解现在所需、还能分析不同公司保单的利与弊!她让我好意外!年纪轻轻的她、竟然能够那么从容不迫地让我更容易理解、让我知道现在的我需要什么保障等等!哇!很羡慕这位年轻人的魄力!我只能说、这位小妹是前途无量的!能够把老来生活规划交给她安排、我很放心!!
Musician
Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.
Accountant
Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority!
I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM
April is truly helpful and trustworthy. She recommended possible plans based on my needs and answered all queries of mine with great patience and efficiency. April is really responsible and responsive. Much appreciated!
I met Derrick in reservist and he has come across as someone I can trust. So, few years later when I need help on my insurance coverage, I contacted him immediately. He is always professional in his approach and never once took advantage of our friendship.
Marketing Manager
Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.
Nurse at Speedoc pte ltd
Mr Syauqi was very prompt with his reply and professional with the communication. Appreciate his help!
I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.
Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.
Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!
Vice President
I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!
Conference Executive at Events Company
April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.
CMO / Senior VP
Pei Chi has been my personal financial advisor for many years. She is very knowledgeable, engaging and professional. She takes care of my investment and insurance policies and most of them have given favourable returns and a good peace of mind. Regularly, she updates on key trends and how my funds are performing giving sound advice. In recent years, my family members have also taken policies through her.
Working under Lim Li Fen's leadership has been an incredibly rewarding experience for me. Her ability to guide her team with a perfect balance of compassion and competence is truly remarkable. She fosters an environment where every team member feels valued, heard, and empowered to reach their full potential. She also recognizes and celebrates the achievements of her team, no matter how big or small, instilling a sense of pride and motivation in all of us.
What sets Lim Li Fen apart is her genuine commitment to our collective success. She leads by example, demonstrating a strong work ethic, impeccable integrity, and a relentless pursuit of excellence in everything she does. Her guidance is not just about achieving results; it's about fostering growth, nurturing talent, and cultivating a culture of collaboration and innovation.
Her mentorship has been instrumental in shaping my career trajectory, providing invaluable insights, guidance, and support every step of the way. I am truly grateful to have her as my boss and mentor. Li Fen is more than just a leader; she is a beacon of inspiration, a source of encouragement, and a guiding light in the workplace. I am honored and grateful to have her by our side as we are continually inspired by her example.
Interior Designer at Home Hut Interior
Rave has been a great advisor over the years that i have been with him. His well versed in the products shows much professionalism in what he is doing. He listens diligently also explains everything in detail for easy understanding for the proposal that he recommend. I am am more than satisfied for the service that he had given. I would highly recommend Rave if you are looking for an agent. Thumbs up!👍🏻