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.

Ms Teresa Low

APAC Compliance Analyst at Wirex Pte Ltd

April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!

Client of April Lim

Ms Cassandra Chew

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.

Client of Agnes Lim

Mr. SANGCHAT PHOWADON

Area manager at Gopizza

Rave has been a great advisor. He listen and explain everything in detail for easy to understanding. Thanks

Client of Rave Peh

Mr Lin Juan

Willynn has been very helpful in explaining financial and insurance products, and in advising us based on our needs.

Client of Willynn Soh

Mr Bryan Ong

Founder at Method B Pte. Ltd.

Darius is an exceptional financial consultant that places his clients’ needs first. Our family decided to purchase all our insurance coverage from Darius because we really trust him as a person, due to his sincerity, strong work ethics and meticulousness. We are fortunate to have found him as our financial consultant. He is really detailed in the analysis and recommendation of plans, which we appreciate. He is also fast in answering our questions, and has been so for a good number of years for us. This shows Darius is a dependable individual and is in it with us in our journey. Thanks Darius, for being such a good friend and financial consultant, we place complete trust in you for our insurance policies. We strongly recommend Darius to manage your insurance coverage. It’s hard to describe in words, but when you meet him, you will understand. Sincerely, Bryan, Tina and Kaylon

Client of Darius Tan

Mdm Chin Li Yoon

Account Assistant at Ong Chwee Ling Pte Ltd

我认识的保险从业员，象Angeline Ng 那样能够运用流利的华语和我溝通，講解保险内容的是很少，她工作时很认真地解释，让我明白。能认识她也是缘份。动手术时，她会在电话或WhatsApp 告诉你如何走保险的程序，让我安心。术后复健看医生等单据的索償，不懂时她也会帮你呈上，让我不会觉得烦琐而无所适从。。 Angeline Ng 是一个很好的保险从业员。谢谢你，Angeline Ng.

Client of Angeline Ng

Mr Fitzkhoon Liang

Hon Sec Gen at Singapore Life Saving Society

Jun Qi has been an outstanding advisor to the Singapore Life Saving Society. She has gone above and beyond in reviewing our insurance needs, ensuring that we receive the best possible coverage and deal. Her thoroughness, professionalism, and attention to detail have been exceptional, and she consistently provides clear, comprehensive advice that helps us make informed decisions.

I highly recommend Jun Qi for any organization seeking a dedicated and knowledgeable financial advisor who always puts the client’s best interests first.

Client of Tan Jun Qi

Mr Ian Chia

Visual Designer at Meinhardt Group

Tiac Pin has been more than just a personal financial advisor but also a great friend these many years. We met in good fate while Bowling and it was clear to me that he was a great energy to have around. It was the honest friendship, positive advices and constant reminder to improve myself that eventually led me to believe in having a person look after my “future” for me. I have always been a skeptical person when it comes to financial matters, but Tiac has shown me that it’s truly the character of a person that matters in whatever you do and only you can feel good about it. His golden defining trait that I should highlight, is his sense of responsibility that makes him go out of his way for people around him. In his eyes, a glass is never half full or half empty, it is just waiting to be filled with knowledge and positivity. That is how he chooses to empower the people that he works with and works for. I will definitely put my utmost trust in him because I know that our relationship is in good hands.

Client of Ng Tiac Pin

Mr Davan Yap

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.

Client of Jack Chan

Ms Deepthi

Director, Bank Operations

I was introduced to Derrick about 5 years ago and since then i have been impressed with his level of committment and attention to detail in following up on appointments, changes to policies or a general update. Hes friendly, approachable and I have enjoyed interacting with him. I have spoken to other agents in the past but not found them to be as helpful as Derrick. Thank you for all your help over the last few years

Client of Derrick Chee

Mr Wayne Nua

Entrepreneur & Business Owner

I was initially hesitant about financial planning due to cashflow concerns for my business, but Jack's approach changed my perspective. He optimized my existing policies, improved coverage, and redirected my savings towards wealth accumulation.

His step-by-step guidance, tailored to my needs as a business owner, showed genuine care and understanding, making him a trusted and insightful consultant.

Client of Jack Chan

Ms Leah Teh

Gidman is a dedicated and trusted advisor that I turn to for any financial planning and protection plans. He walks the talk and shares great plans that he believes will benefit his clients and also is equally invested to help his clients achieve their financial goals. I always feel assured of his support in times of need or whenever I require further clarifications. I will recommend his services to anyone who requires a steadfast advisor in their financial planning journey!

Client of Gidman Wee

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

Mdm. Zhang

Teacher

I would like to express my sincere appreciation for Yvette’s exceptional guidance. She took the time to patiently walk me through how to start investing and customised my entire portfolio, ensuring I understood every detail and felt confident in the decisions we made together.

She also made extra effort to make me feel assured. Her professionalism, clarity, and genuine care have made a significant difference in my financial journey.

Thanks to her thoughtful advice and consistent support, I have seen meaningful growth in my investments. I am truly grateful for her dedication and for always putting my best interests first.👍

Client of Yvette Yap

Ms Juliana

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Ms Chee Sin

I bought insurance through Jaricson, and I’m very impressed with the way he guided me through the whole process. He took the time to understand my needs, explained everything clearly, and made sure I felt confident in my choices.

Jaricson is professional, patient, and genuinely cares about his clients. I truly appreciate his advice and support, and I would highly recommend him to anyone looking for a trustworthy and reliable adviser.

Client of Jaricson Chan

Mr Billson Lai

Yvette is kindest, caring, honest-direct, and approachable individuals I know and the most experienced financial consultants. Her customer service is excellent. Her positive and professional attitude helped turn any of my stressful situations into easy solutions because she not only cares about her job, but she also cares even more about her clients. I met Yvette consultants , she did follow up and update me on my investment portfolios diligently. She followed up and kept me updated on my investment portfolio and market situations diligently. Even when the market is down and my investment portfolios are not doing well, she will update me honestly and without hiding anything. I am really glad to have known Yvette and also as my financial consultant. She is so very helpful and friendly. I truly appreciate the exceptional service she provided me with. Highly recommended Relationship Manager Financial Advisor ( Yvette Yap Han Qian )

Client of Yvette Yap

Ms Jayne Kwok

Principal

There are many professional financial advisors out in the market. But what are the chances to meet with one that are not only professionally well versed with his product knowledge but are also able to customise his products offering to your needs and solutions.

He never aims to sell but to understand our needs and plans. You will feel comfort sharing and hearing the advise that Darius provides.

The personal touch that he renders in his services is one that leaves positive impressions.

If you are worried about dealing with hard selling advisors, you can definitely be assured with Darius.

Read no more, contact Darius directly to know what a real and professional financial advisor is.

Thank you Darius for helping my family!!

Client of Darius Tan

Miss Chew Sek Ling

Suet is very patient, accommodating and a good listener who will recommend policies according to client’s needs. She is also very responsive to enquiries and requests for assistance. There was once when I needed assistance while she was overseas on holiday, and she still responded quickly and professionally. Definitely dependable and highly recommended.

Client of Yeo Suet Yeong

Mr Aneesh Mathew

I’m deeply grateful to Elden—for understanding my initial reluctance to invest and guiding me with such patience and insight to make the right choices. He took the time to walk me through different scenarios until I felt confident about my decisions, listening closely to my goals and crafting personalized investment plans that aligned perfectly with my priorities. What impressed me most was his flexibility—he made himself available whenever I needed him, even amid my frequent travels and hectic work-family schedule. In no time, he became more than a financial advisor; he’s a trusted partner I can turn to for advice at any moment. Even after I chose my investment plans, he stayed connected to keep me on track. I wholeheartedly recommend Elden to anyone seeking thoughtful, tailored financial guidance.