Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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.

Mr Jace Ong

Software Engineer at VISA

I have known Jia Min for over a decade as a friend, and I have no qualms about engaging her as my advisor! Unlike other agents I've met, Jia Min is very well versed in financial products, even those that her company does not carry. I am really appreciative of her hardwork and diligence in providing advice to me (even entertaining my queries on a Sunday morning)

Her analysis is not only comprehensive, but also customised to my personal context and needs. I was also pleasantly surprised when she even went beyond her scope and purview to advise on my company's insurance offerings. I love how she treats it not as pushing her financial products and sales but rather more about finding the best solution for me. Knowing that, I feel really assured and secure in planning for my financial and insurance goals with her.

Amazing and honest advisor! Saves you the trouble of pouring through the lengthy TnCs. Highly recommend!

Client of Teo Jia Min

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

Ms Jenny Goh

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.

Client of Ng Tiac Pin

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Ms Carol Lim

Claims Executive at Aviva

Thank you Darius for helping so Me, Weilong and my 2 kids on our financial planning over this years. His motto is 'Placing and planning based on our needs and budget'. He is not pushy which we like. Darius has make a critical decision for me years ago after reviewing our port filo which makes me port over to him and stay with him as our FA ever since and now with 2 kids which he will be continuing doing so.

He is now not only our FA but our friend as well. Trusting him is a good choice and the best decision i have ever made.

I feel that he possesses the ability to listen and empathise with us on what we really need.

When comes to insurance policies and planning, i highly recommend him.

Thank you for your help all this years and if your are looking for a insurance agent, he is the one.

Client of Darius Tan

Ms Rae

Carol has been my trusted insurance advisor since 2010. She is detail oriented and never fail to respond to my request to explore new coverage. She discussed all the pros and cons so I can make an informed decision when it comes to long term commitment in insurance. Looking back, it seems like I’m the one who requested to ink docs rather than her wanting to close the deal on me. She is now our family one and only dedicated insurance advisor and we are pleased to have her for as long as she is still in the industry.

Client of Maeva Huang

Ms M Meng Yao

Consultant

Roger is very helpful in explaining various health insurance and financial products to me. He took his best effort in explaining the rationale and principles, comparing various products, and is extremely patient with my doubts and queries. He always takes the initiatives to advise me promptly when market is fluctuating and help with fund switching/policy review/update in a timely manner. Really appreciate Roger to be with my financial planning journey. Thanks a lot for his knowledge, experience, dedication and professionalism.

Client of Roger Lim

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Ms Charlene

Joanna is a professional and knowledgeable advisor. She recommended financial products that were suitable for me and pointed out areas that might be lacking in coverage . Also, she made a constant effort to remain objective when it comes to comparing with rival policies and their coverages. Thank you for your great work!

Client of Joanna Tan

Ms Charissa

Joanna helped my husband and I through our estate planning and advised us on our insurance. She is detailed and attentive to our concerns, and provides excellent advice! Joanna's service goes beyond my expectations as she goes the extra mile to address our concerns. She is the financial adviser I would reccomand to my friends and family.

Client of Joanna Tan

Darren Kong

Operation Executive

She is not pushy, a very good adviser and gave me a good update for review for my investments. Thank you Jiamin!

Client of Teo Jia Min

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Mr Clayton Soh

Devialet

Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.

Client of Alan Lim

Mrs Samantha

Business Development

Before I met Andy, I never believed in getting insurance. However, his sincerity and transparency towards my family and I made me decide to give it a try. I took his advise and applied for a couple of plans to cover myself and my family - and it was one of the best decisions that I made because not a year later, my son and I were both hospitalised. Thanks to Andy and his foresight, we saved quite a fair amount on hospital bills which were covered by the plans. During the periods of our hospitalisation, he was really responsive and attentive towards us and our queries. Claims were also settled quickly. Thank you Andy!

Client of Andy Seo

Ms Lee Le Jun

Reconciliation Specialist at Schroders

Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me

Client of Kuah Rui Han

Ms Sharon Teo

Preschool Teacher

Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!

Client of Angeline Ng

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Ms Geraldine Chia

Specialist at Schroders

Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.

Client of Kuah Rui Han

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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What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.