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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.










I have known Marvin for many years and had been my financial advisor. He is a very nice and patience guy and will never forced you to purchase any product if you are not ready yet.
He makes a great friend to be with and still possess the professional side of his profession.
Operation Executive
She is not pushy, a very good adviser and gave me a good update for review for my investments. Thank you Jiamin!
Manager at IHIS
I known Ms Linda for almost over a year. She has helped me in a few insurance matters. Of all the insurance / financial Advisors I known she is the best and most awesome!. Advise me very patiently and professionally. Dedicated and very humble person. Wonderful personality and a good friend .Thank you Linda for your help and patience and guidance!!
Vice President at JPMorgan Chase Bank
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019
Cheryl 是一个你一定要认识的财务经纪。我是在朋友的介绍下,认识了Cheryl。服务好,细心,回应快,是一个很可靠的人。我们也渐渐的变成了好朋友!
Nurse
Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!
Head of supply planning and operations at ExxonMobil Corporation
Weiqi has been more than just an army buddy – he has become my trusted advisor for all my financial needs. His prompt and professional service, combined with his ability to provide clear and valuable advice, has been truly exceptional. Over the years, he has consistently supported me, not only in securing the best insurance coverage for my family and me but also in helping me stay on track with my health and fitness goals as a reliable gym and nutrition partner. I have complete confidence in Weiqi’s expertise and will continue to rely on him for my family’s financial and insurance needs.
Assistant Manpower Manager
"Responsiveness", "Reliability", and "Customer First" are the 3 key qualities that define a good Financial Planner. Jarius has it all. He is always there to assist me with financial matters. Jarius is always quick to respond to our text messages and phone calls. He's a competent insurance broker who actually cares about his customers even after the transaction and is always willing to provide us financial advice. "Customer first" means putting the customer's needs first, and his honesty earns our respect and trust. He takes the time to get to know our needs and then recommends suitable products that matches my goals. I appreciate all Jarius has done for us, and we would gladly refer him to our friends and family."
IT Programmer
I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.
Director at FamilyWise
My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!
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.
Education Officer
I first met Nova at the gym, which was the start of a beautiful friendship. Her incredible drive and determination naturally extend from fitness into her work as a financial adviser. Despite her busy schedule, she brings a warm, personal touch to every client relationship. With her proactive monthly updates, I feel completely secure knowing my finances are in such trustworthy hands.
Financial Analyst at Bloomberg
April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.
April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!
Dental Assistant at Smilefocus
Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.
Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!
Property Officer at EM Services Pte Ltd
Junqi is a consultant that knows what she is doing and only recommend what’s good for her client. She addresses my enquires on various policies professionally. Will definitely recommend her to friends.
Business Development Manager at PacificLight Energy Pte Ltd
I joined Andrew and his team in 2017 after 6 years in the banking industry. He is a person with great foresight and aptitude for higher success. Under his explemary leadership and dedication to his team, I had learnt alot of industry insights and knowledge that i can apply to my work and personal life through his innovative training and coaching sessions which I can't find in banking. We still remain in close contact and have known each other since our air force days, opportunities will come eventually for him with his unwavering support and strong will to succeed. All the best in the future!
Buyer at Watsons
I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.
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.