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.

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

Jegan Selvanaiyagam

Manager

She’s really good. And so far the best agent we have worked with. Promoted her please!!!shes deserve it!

Client of April Lim

Ms Maria Oh

Senior Consultant - Digital Solutions

Adeline is very detailed in helping me to understand every policy that I have and planning for my financial goals. She clearly knows her stuff and is one easy going person that do not put pressure on me for any policies purchase. She also work very efficiently and is very responsive to all my questions. Definitely recommend her and wish that I would have known her earlier.

Client of Adeline Low

Ms Wening

Accountant

When I met Amber for the first time, she is very friendly and approachable, immediately I hit off with her well. I trust her to do my financial planning and she came up with a detailed report of what my shortfalls are, and proposed something for me. She is a very patient and detailed in explaining. Whenever I have any questions, she’s just one call away. She’s prompt in her replies to me and follow up with me. I like that she provides different alternatives to a problem for me to choose from. I would highly recommend her if you are looking for any financial planning.

Client of Amber Chan

Jeffrey Wee

Business Development Manager

Having known Serene for close to 10 years, she has been a diligent and focused adviser.

Prompt and serious in her work, she is always doing her best to be updated with the latest product offerings in the market and economic happenings.

Always energetic and going over and beyond, i recommend Serene to anyone seeking a knowledgeable , prompt and reliable adviser.

Client of Serene Seah

Mr David Tan

Derrick has been very clear, meticulous as well as well versed in conveying the key points when explaining my policy wording for my consideration. Not only that, he would also advise on areas that I tend to overlook or even recommend a personalised package, which always make me feel comfortingly heartwarming. Truly an asset to which ever organisation he is with, and truly a dependable agent and friend to have!

Client of Derrick Chee

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

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.

Client of Serene Seah

Janice Tsai

Musician

Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.

Client of Willynn Soh

Miss S

I have an excellent experience working with Elden, especially during my recent claim and hospitalization. As this was my first time going through the claims process, he guided me from the very start and patiently answered all my questions, ensuring I understood each step clearly. He took the initiative to follow up closely with the insurance company and helped expedite the claim, which greatly eased the stress. His experience and deep understanding of the insurance process were very reassuring.

Beyond claims support, he consistently keeps us well informed about market conditions and any relevant updates, which shows his commitment to long-term client care rather than just transactions. He is always easy to contact and responds promptly, making communication effortless and reliable. His professionalism, reliability, and genuine dedication give me great confidence and peace of mind, and I would highly recommend Elden to anyone looking for a knowledgeable and dependable insurance agent.

Client of Elden Wong

Ms Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Ms Hong Woon Shang

HR Executive

Impressed with Derrick's service. A great listener, understand my needs. No Hard Sell. No Force. Trust Derrick

Client of Derrick Chee

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Ms Jane Lee

Assistant Director

Jarius was recommended to me for wealth accumulation planning. I value financial planning as I want to use the suitable instruments to grow my wealth.

Jarius communicates with professionalism and clarity. He is not a pushy salesman. I can rely on him to provide me the best financial product recommendation based on my needs and risk tolerance. Jarius is the right pick if you're seeking for a dependable financial advisor!

Client of Jarius Kan

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Ms Foo

Legal Officer

Yvette has been a great help in consolidating and reviewing my insurance policies, including policies that I have held for more than 30 years. This gave me a much clearer understanding of my existing coverage and whether it still meets my current needs.

She also helped me review my investment portfolio, including investments I had previously purchased through the bank. With her guidance and advice, I was able to recover my previous losses and achieve gains from my portfolio.

I truly appreciate her professionalism, patience and dedication in helping me manage both my insurance and investments more effectively. Her advice has given me greater confidence and peace of mind in my financial planning.

Client of Yvette Yap

Mr Steven Lim

Lecturer at Ngee Ann Polytechnic

Jason was able to condense and distill financial planning concepts in an easy-to-understand style, using anecdotes, drawings and explanations, enabling me to see the need for planning towards retirement. His advice on my current portfolio of financial plans were useful and I appreciate that he has a range of products to recommend, to maximise returns in the longer term.

Client of Jason Choo

Mr Zhang Yanjie

Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd

Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.

Client of Jason Choo

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.