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 Li-Yer

From being my mother's trusted friend for many years to guiding me through my first investment, Nicolette has been very supportive and patient. I am so grateful to have her explain how can we best work around the markets and my financial capacity. Nicolette brings in her wealth of knowledge, skills and experience; I am confident she will be able to enrich your financial portfolios as well!

Client of Nicolette Gnoh

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Mr Jonadab Phua

Executive

My experience with Synergy – through Angeline – has been exceptional. Patient, thoughtful, and driven to help secure a better financial outcome, there is nothing pushy about Angeline's advice and suggestions. Care is taken to purposefully craft a financial plan suited for the particular season in life I find myself in. Highly recommended.

Client of Angeline Ng

Mr Srinivasan

Engineer

Alfred has been very responsive and helpful to answer any queries. He is very patient and willing to answer all the question in details and gives you the right solution. Attends to you even at odd timing when needed. I can rely on him for financial and Insurance related matters. I always received excellent service from him. Thank you for providing great service Alfred!

Client of Alfred Seng

Ms Shaina

It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!

Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser!

Client of Elden Wong

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)

Client of Maeva Huang

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 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

Ms Amanda

Vice Principal

Adeline is warm, genuine, approachable and puts her clients’ needs first. She is sincere in her advice, patient in explaining things, and never makes you feel pressured to make a decision. Her caring and personalised approach made the whole process feel comfortable and reassuring. I am truly grateful and would highly recommend Adeline!

Client of Adeline Low

Mr Andy Tan

Manager

Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills and helped review and optimise our insurance portfolio. It also helps that he has a very calming voice :-). We are very happy with his service!

Client of Derrick Chee

Mr Luke Lin

It Professional

I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice.

Client of Teo Jia Min

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

Mr Roger

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.

Client of Danny Lee

Mr Melvin Tan

Marketing Manager

Cheryl is first of all very attentive in understanding her client's needs and life trajectory. This helped inform her proposal of how to structure our insurance and financial planning. She also used very simple and concise language in her explanation of the jargon because I've personally felt it very difficult to understand financial terms and conditions. All in all, I would definitely recommend speaking to her if you need to sort out your protection and financial investment matters.

Client of Cheryl Huang

Mdm Ho Koh Him

Full Time Home Maker

Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.

Client of Edward Shee

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!

Client of Eeks Lim

Melissa

Olivia goes above and beyond for her clients, regardless of whether it’s a small or big policy. I purchased a policy for my pet and she was very patient in explaining the policy to me, and helped me understand which plan is most suitable for my pet. She was even willing to share pet caring tips with me as I’m a first time pet owner. I am grateful to have met an advisor like Olivia. Thank you!

Client of Olivia Loo

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mr Balasubrahmanyam Chinta

Risk Consultant - Oil & Gas

I've been knowing Elden for over two years now, and the experience have been exceptional. Especially during my recent financial issues, he guided me from the very start and potentially able to provide some solutions, ensuring i understood each step clearly. He took the initiative to follow up closely with Singlife for my investments and help me to change plans from yearly to monthly, which greatly eased and stress. His experience and deep understanding of the processes were very reassuring.

Beyond this support, he consistently keeps us well informed on market conditions and relevant updates, which shows his commitment to long term client care out his ability.

What I appreciate most is his sincerity—he takes the time to understand, connect and give advice that is genuinely in my best interest. Reliable, knowledgeable and truly client-focused, Elden is someone you can fully trust with your financial journey.

Client of Elden Wong

Mr Alex

I was introduced to Derrick years ago, and it was a great decision to stick with him since then. He had proven to be a hardworking and reliable individual who cares for his clients. He responds in a timely manner to requirements and requests, so I have no qualms with reaching out to him for any related advice or questions. Always friendly and honest, I have peace of mind when dealing with him for all my policies as I know that I can trust him to look out for my interests. Appreciate your help and friendship throughout this time, Thank you Derrick!

Client of Derrick Chee

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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Beyond this support, he consistently keeps us well informed on market conditions and relevant updates, which shows his commitment to long term client care out his ability.