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.

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Ms Claire Escalante

Secretary at Tolaram Pte Ltd

Ida Ahmad is not just a financial adviser; she’s a dear friend. She goes above and beyond, handling claims and renewals and exploring new opportunities. Her advice is personalized and easy to understand, reflecting our deep friendship. Ida’s professional expertise and personal touch make her an invaluable partner in my financial journey. I highly recommend her services.

Client of Ida Ahmad

Ms Iris Chan

Supervisor

Ewald is an exceptional insurance agent. His patience and non-pushy approach helped me to understand insurance comfortably. He takes time to truly listen to my needs and answer to them accordingly. I highly recommend Ewald to anyone seeking a responsible agent!

Client of Ewald Teo

Ms Ser Jean

Assistant Brand Manager at Procter & Gamble

April’s genuine concern for her clients is shown through the patience and care she takes to explain policies to them in detail. The passion she takes to her job and her level of knowledge towards her work is unquestionable and instills confidence in us that she is making decisions in our best interest.

Client of April Lim

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Mr Anthony Lee

Finance Manager

Jennifer was my ex-colleague in an accounting firm, her work attitude and quality gave me confidence in her.

I approached her to understand the insurance policy in Singapore, and what I appreciate most is her detailed explanation without any hard sales tactics.

Jennifer is knowledgeable and caring, which are the ultimate factors I look for in a financial advisor. She always keeps me well informed of updated insurance matters and responds quickly to my queries. Moreover, Jennifer has reviewed all my insurance and financial plans, including those not purchased from her. She is generous and kind enough to explain every product I have and provide a clear overall picture of my financial risk portfolio. She also arranges periodic portfolio reviews with me and updates me on any market changes to ensure I am aware of those changes.

Overall, I highly recommend Jennifer's services as she truly cares about her clients and goes the extra mile to ensure their financial well-being. I am very happy with the services she has provided me, and I have complete confidence in her expertise.

Client of Jennifer Tey

Ms Jean Ong

Client

I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.

Client of Yvette Yap

Mr Nawal Gupta

COO at Helios Capital Management Pte. Ltd.

Danny comes across as a person who will not mince words to call a spade a spade. He clearly communicated which plan was better even if that meant loss of business. He is a thorough professional and is very knowledgeable in this field.

Client of Danny Lee

Mrs Fara Lasenby

Channel Operations at Paramount International

Nova has provided consistently good and valuable financial advices and services to me, even at her busiest times. She treats every case, request and queries with equal importance and is very professional in provide advices. She also has a natural gift of putting people at ease. I really appreciate her help and support being my financial planner and will continue to count on her for future years.

Client of Nova Lontok

Ms Sandra

Derrick has been a good financial advisor who is prompt in reply and never fail to keep me update on my policies. Once again, thanks for being so supportive

Client of Derrick Chee

Mr Julian

Researcher

Alfred is very knowledgable about the financial products and has helped me tremendously with my financial planning. He is a friendly and meticulous agent who will go all out for his clients.

Client of Alfred Seng

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Mr Keith

Director

I am incredibly thankful for the outstanding service provided by Sheena. Her depth of knowledge and expertise in the insurance industry have been instrumental in securing the right coverage for me. Sheena took the time to patiently explain all my options and guided me towards the perfect solution tailored to my needs. Her professionalism and commitment to ensuring I have the best coverage possible truly distinguish her. I wholeheartedly recommend Sheena to anyone seeking reliable and trustworthy insurance assistance.

Client of Sheena Suey

Ms Junko

Never have I ever met an insurance agent like Mr Siah. Unlike most insurance agents, he has extreme patience in making sure you understand what you are buying into. It also brings me great assurance to know he is just a phone call or text message away.

On a more personal front, he has a remarkable personality as well. His frank and forthright nature makes him suited for his current role as a financial advisor. His humorous personality makes every meeting joyous and pleasant.

Client of Siah Zhen Quan

Ms Angela Tay

Self employed

I’m very happy with Weiqi’s service. He is patient, helpful and never pushy when it comes to recommending policies. What I really appreciate is that he takes the time to understand our financial situation before making any recommendations, rather than simply trying to sell us something.

He is also very knowledgeable and confident about what he recommends, and I feel comfortable asking him questions and seeking his advice. Even for medical-related matters, he is always willing to help and answer my questions, even though I did not purchase my medical policy through him.

What stands out most is how responsive and reliable he is. He is always willing to reply and assist, even outside normal working hours. Overall, Weiqi is a trustworthy, patient and genuinely helpful adviser whom I would be happy to recommend to others.

Client of Ong Wei Qi

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Ms Jessie Seah

Tourist Guide at None

A person that you can count on at all times. She is not only a friend but a honest advisor. My friends all trust her as well. It is definitely a blessing to have her in my life.

Client of Pauline Lau

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Mr Cn

Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership!Mr

Client of Aaron Chua

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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Jennifer was my ex-colleague in an accounting firm, her work attitude and quality gave me confidence in her.

I approached her to understand the insurance policy in Singapore, and what I appreciate most is her detailed explanation without any hard sales tactics.