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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.










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!!
Sales Manager at Asiaone Office Furniture
I met Catherine in Y2008 when I came to Singapore to work as Office Admin. She is a nice & friendly, hardworking, knowledgeable and NO hard sales insurance agent. She always listen and understand my needs and propose right insurance policy. I am comfortable and trust her to handle my insurance purchase. And now, my family insurance policy also taking care by her. Thanks Catherine :)
Implementation Director at a fintech company
Working with Nova has been an excellent experience. She is incredibly proactive in keeping me updated on how my portfolio is performing and regularly shares my earnings with clear and timely explanations. What I appreciate most is how closely she monitors market movements and carefully reviews economic trends to make well-informed decisions that help maximize my returns.
Beyond her expertise, Nova is always approachable, patient, and willing to take the time to answer my questions. She makes every discussion easy to understand and provides thoughtful guidance whenever I need advice. Her professionalism, dedication, and genuine care give me great confidence that my investments are in good hands. I highly recommend Nova to anyone looking for a knowledgeable, trustworthy, and caring financial adviser.
I had a wonderful experience working with Nicola. She is highly knowledgeable, incredibly patient, and genuinely has her clients’ best interests at heart. I changed my mind a few times throughout the process, and she was understanding and supportive every step of the way. When I had to withdraw from a package at the last minute due to personal reasons, she gave me the space I needed and continued to offer thoughtful guidance without any pressure. Her professionalism, expertise, and genuine care made the entire experience very reassuring. I trust her completely and would highly recommend her to anyone looking for a dedicated and trustworthy financial advisor.
Account Manager at Amobee
Rui Han is a brilliant advisor like no other. He remains steadfast in providing highly accurate and objective view points in all our discussions and prioritises his clients needs. He always ensures I make the most informed choices and facilitates my decision making process by furnishing me with solid explanations even down to the technicalities.
Not only is he trustworthy, he is generous with his time and is always prompt in his responses and follow ups, providing valuable advices in all situations ranging from insurance to investments.
Without a doubt, I would highly recommend Rui Han to my friends and family.
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.
Software Engineer
April is very meticulous and is exceptionally knowledgable in her field. She ensures that the policies are filtered out to fit my current lifestyle, always listing down the benefits and downsides of each. On top of that, she is trustworthy and a joy to work with, going the extra mile to give advice in areas I need.
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!
Therapist (Rehab)
Alan is professional, clear and articulate in his explanation of the different plans.
Tpc Analyst
I was the one who approached Rui Han for a consult around 2016. Back then, I described to him a policy that i purchased which he sensed that something was off based on my understanding and what i expected of it versus what it really is, and he was genuinely concerned. I did not have any idea about what I was getting myself into and trusted the agent that i got the policy from regarding the supposed returns I could get after 10 years.
Turns out that the returns projected is not realistic based on actual facts after Rui Han vetted the plan with me. The opportunity cost would have been thousands of dollars had i continued investing in it. I still remember how he suggested to give the agent some benefit of doubt to clear up any miscommunication, but the agent did not reply and simple dissappeared. He then accompanied me to down to the financial institution to sort this issue out
Ever since then, I know I could rely and trust in Rui Han. He is no doubt very sincere and sales is not his priority. He ensures my family and I have what we need in place. Unlike many other consultants, he does not constantly push for his clients to get additional products that they do not require.
Rui Han is also one who will be there at times of emergencies. He is the first person I always reach out to whenever I meet issues while travelling or that one time I got hospitalised. He replies immediately and provides much needed assurance to the issues I encounter.
Thanks so much for the help and advice over the past few years, buddy! ☺️
Senior Executive at National University of Singapore
Having a career and being financially stable means a whole lot more after I met Nova 6 years ago. I sought her out as she possesses deep understanding in financial planning and investment strategies. Nova certainly has got my best interest at heart as she took the time to understand my financial situation, goals and risk tolerance.
Nova is incredibly responsive and approachable and she checks in with me from time to time to provide clear and actionable guidance where needed.
I’ve seen significant growth in my investments and I’m looking forward to the next phase in my financial journey – Financial Freedom. Thank you Nova! Your success means mine!
Officer at Yusen Logistics Singapore
Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.
Director at Equilibrio health Pte Ltd
Elden has been the most helpful adviser I have encountered.
Highly recommended
Thanks for the help again Elden
If your insurance agent is just doing the bare minimum, you might think about calling Derrick Chee to review your current situation. He’s honest and he’s a man you can trust.
Anny is exemplifies the qualities of kindness, attention to detail, and approachability that make her a true professional in her field. Anny is not only kind but genuinely cares about her clients. She goes above and beyond to ensure that my insurance needs are met and that I understand the policies I have in place. Her warm and friendly demeanor creates a comfortable atmosphere where I feel valued and supported. With her expertise and genuine care, I feel confident that I am in good hands and that my insurance needs are well taken care of.
Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.
Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.
Primary School Teacher
I was referred to Ida by my colleague. She has helped me access travel insurance for my family and we have travelled worry free for several years now. She is always quick to respond and provides best advice.
Relationship Manager at Synergy Financial
"The growth and development of people is the highest calling of leadership." —Harvey S. Firestone I'm very grateful & thankful for my boss past 3 years. In 2022 I wasn't working for 6months , having undergone wrist implant surgery. I still rem when my boss calmly said : focus on recovery. I felt assured as I wasn't emotionally & mentally prepared for my long recovery ahead. She's a leader who is always decisive even under stressful situations, to see & lead our agency to clear direction. Most importantly, she always has a heart for people. I look forward to many more years under her leadership and believe I can still achieve more.
Management Executive at ST Engineering Electronics
Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest.