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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.










Director at HR Consultancy Firm
I am not incentivized to share this but I feel it's important I share our experience with Evon. I started with her years ago with a tiny portfolio that has since grew, just like my friendship with her over the years. Her taking time and effort (though initially I found it rather irritating, to be honest) to build relationship, her persistence on wanting to meet grew over time. Her genuine desire for her clients and friends to do well, have enough for their retirement, health etc touched me completely and I made the decision to stick with her and her good recommendations.
While we are humans and at times make mistakes (I have made many mistakes) and when we give her the most honest feedback, she would make good what was not right etc. This made me and my husband more and more confident of her not just as a friend but one we trust with our portfolio and investments.
If you want one who is dedicated, committed, take your wealth and retirement seriously, you should get in touch with Evon Chen... She delivers and precisely this, we have been referring her to many people. I am sure all her clients will agree with me how wonderful she is. Beyond a FA, she is a trusted friend, one who journeys with you when you are lost. Let me quote you a recently example: 8 October, she left for her holiday, my husband met with a car accident. Though she did not need to call to check on us, she constantly texted, called to ensure we are doing well, made arrangement to meet us upon her return to help us with our claims.
My husband and my desire is to see her to continue to do well and be the blessing she has been. Gambetei Evon Chen.
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.
Bank Officer
Been with Adeline for 10 years now - she has always been very informative and detailed in her research across all products suitable for my financial needs at different stages of life. Reasonable with her policy suggestion and never pushy. Trust her to do the ground work for me so that I can make an informed decision. Recommend her for long term planning.
Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.
Aspiring Logistics Coordinator
Jack has been my trusted advisor since my NSF days, guiding me through my financial journey with care and expertise. During a tough time when I faced emergency surgery, Jack’s support and assurance eased my worries about medical bills.
He went above and beyond, ensuring my claims were handled smoothly. His unmatched dedication, even in challenging moments, makes him truly exceptional.
Ben is exceptionally good, efficient and professional. Works 24/7 and is very courteous and helpful. Not many of such qualities these days. And very responsible which is of utmost importance!
Self employed
I like the clear explanations, patience, and genuine care shown throughout the consultation process. Thank you for making financial planning easy to understand and for taking the time to address my concerns without any pressure.
I also appreciate the thoughtful advice provided to my nephew. The guidance given was practical, easy to understand, and helpful in building a strong financial foundation at a young age. It is reassuring to work with someone who is sincere, attentive, and committed to helping clients make informed financial decisions. I look forward to a long-term partnership.
Counsellor
Dennis has been a knowledgeable and honest individual who strives for win-win outcomes and places his client's needs as priority. Feeling safe with and being able to trust your agent has always been crucial in financial planning and my family is able to do so with Dennis. Thank you for your heart in the work you do!
Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.
Contracts Manager
To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!
Fitness Coach
I was introduced to Willynn through a friend, and had very little knowledge of financial or health plans. Willynn was very patient with me in explaining how things work, and very professional and prompt with follow ups. She helped to identify what I was missing and needed to upgrade in my portfolio, and really helped to make everything as smooth and efficient as possible. I feel much more secure in my financial and health plan future thanks to Willynn.
Procurement at DSTA
I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.
Store Manager at Decathalon
After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.
With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.
Engineering Manager
Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!
Director
I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.
Teacher at MOE
Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.
She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!
Hotel Operations
Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.
Alan is able to provide concise information and is able to plan for me in accordance to my needs.
Account Manager
I truly appreciate having Agnes as my finance advisor at Synergy. She has a warm and reassuring presence that makes every discussion feel comfortable and clear. What stands out most is her ability to consistently present well-thought-out options, never pushing but always guiding with my best interests in mind. She challenges me in a positive way—helping me rethink my decisions and stay focused on what truly matters for my financial priorities. Her advice is not just professional, but thoughtful and empowering, giving me confidence in the choices I make. I’m grateful for her dedication and the genuine care she brings to every conversation.