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 Jun Boon

Settlements Analyst at Axicorp

Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future.

Client of Jason Choo

Mr Pan Guoxiang, Bernard

Engineer at EOS Defence Systems Pte Ltd

Garrick is very responsive and responsible. Everytime there is a new policy that could benefit me, he will introduce it to me. He will explain all the detail and any query to me no matter how long it takes.

Client of Garrick Lin

Ms Ferra

Nicola has been incredibly patient and detailed in answering all my questions and addressing my concerns. She always takes the time to explain everything clearly, which made me feel very assured and comfortable throughout the process.

What I appreciate most is her honesty, sincerity, and genuine willingness to help. She even went the extra mile to assist me with several appeals to the underwriters in hopes of securing better policy options for me. I’m truly grateful for her dedication and the excellent service she has provided.

Client of Nicola Lai

Ms Ng Qin Hui

Alan is patient as he introduced the different types of solutions in great depth. This helps a lot for my understanding and assessment of what is needed, and what is the solution to prioritize.

Client of Alan Lim

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Mr Chun Wei

Project Coordinator

I’ve had a really great experience working with my adviser. Kimberly is very professional, knows her products well, and always gives me solid financial advice. What I really appreciate is how she takes care of all my requests quickly and makes things easy for me. From life insurance to travel insurance, she’s been able to provide me with well-rounded support. It’s reassuring to know I can count on her for all my insurance needs.

Client of Kimberly Tan

Ms Catherine

Head Of Finance

Derrick has been managing our insurances for more than 10 years. He’s helpful, knowledgeable and easily contactable which is very important to us when it comes to someone who’s managing our portfolio. Whenever there’s a meet-up, he’s always well prepared. Highly recommended financial advisor.

Client of Derrick Chee

Mr August Sim

Photographer at August Sim Photography

Maeva is an attentive listener who takes initiative to go the extra mile in providing a thoughtful service that is beneficial to me.

Client of Maeva Huang

Mr Andy Tan

Asia Finance Director at Technology Industries

When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.

Client of Joleen Peh

Mr Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Ms Mark & Corinne

Retired

We have both had the pleasure of dealing with Dennis and Pauline for some years now - and have nothing but praise for the standard of care received. Professional, meticulous, client-centric and honest in their advice and recommendations. They will go the extra mile for us and are ever patient and clear in their explanations and guidance. We have benefited from the guidance and service received and have no hesitation putting them forth to family / friends. Also impressed with their efforts to give back to society with the work they do to help the less fortunate with financial planning matters that speaks of a genuine interest in the welfare of others that is most commendable and speaks volumes.

Client of Pauline Lau

Irving

Senior Consultant

Wilson was very clear and detailed in his explanation. He helped me map out my financial goals and explained to me what I can do to ensure that I stay on track. I was impressed by his knowledge and insights that he was able to share and I felt that the session was very beneficial. I strongly recommend Wilson if you are looking for someone to guide you in your financial planning.

Client of Wilson Ang

Syauqi Morshid

Relationship Manager at Synergy Financial Advisers Ltd

Beyond being an exceptional adviser to his clients, Marvin is also a mentor and leader that I greatly appreciate and am grateful for, being able to learn from his wisdom and wealth of experience. His dedication to his role as a mentor goes beyond just offering professional guidance and support, but also in supporting his mentees’ own personal growth. His unwavering support for new ideas and relentless drive to help his mentees reach their full potential makes him someone we can always turn to for guidance. He actively encourages his team to think outside the box, explore innovative solutions, and push the boundaries of their capabilities. Marvin's commitment to nurturing talent and fostering growth within the team is admirable, drives the team to be the best advisers to our clients and strive towards achieving our personal and collective team goals.

Client of Marvin Lai

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

Mr Darren

Software Engineer

I met Elden coincidentally just after the game Elden Ring came out. Since then he has become a valued part of my financial planning and retirement forecasting. Working with Elden has been an incredibly positive experience. His patience and dedication stand out in every interaction. He takes the time to explain everything clearly and thoroughly, ensuring I always feel informed and confident about my financial decisions. I truly appreciate his professionalism, integrity, and the genuine care he brings to his work. I would highly recommend him to anyone seeking thoughtful, knowledgeable financial advice.

Client of Elden Wong

Ms Cassandra Goh

Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!

Client of Danny Lee

Ms Shirlene Phua

I have known Linda for many years. She is sincere, attentive, knowledgeable and caring. She listens patiently and render her professional advice to me whenever I have queries or issues with my policies. She is someone whom I would definitely strongly recommend to my friends as she is a knowledgeable adviser who puts heart into her work and understands the clients from their point of view. Thank you, Linda!

Client of Linda Quah

Mr Leslie Teo

Assistant Retail Manager

I was recommended by a friend of mine to Adeline. Through our interactions, i feel that she is passionate and she truly listens. Besides financial planning, she also organises events so as to value-add me in other areas such as health as well. Now, she is not just my financial consultant, but also a friend. I will definitely recommend my friends to her and i encourage anyone reading this to speak to her too.

Client of Adeline Low

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Ms St

Marketing Manager

I have met Shawn through my friend in Singapore. Previously was studying in Singapore, and was encourage to take up Health Insurance to ensure that I am properly covered against massive medical bills. With his advice and thorough comparison, I was able to select the most suitable health insurance coverage for myself. For that, I am thankful for Shawn's services. He will be the go-to person should you need personalised financial advices.

Client of Shawn Koh

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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If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.