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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.










Associate Director at Synergy Financial Advisers Ltd
Willynn motivates others through her vision, passion, and actions. She has a clear vision of the future, articulate it effectively, and rally others around it. She lead by example, showing dedication, resilience, and enthusiasm, which ignites a sense of purpose and drive in those around her. I appreciate her guidance in building up my team and business.
Entrepreneur at Lighthouse Group
I’ve had the privilege of working with Nova as my Relationship Manager in Singapore, and she’s truly amazing at what she does. She’s been in the industry for years, so you know she has the expertise, but what I appreciate most is how she genuinely looks out for you. She takes the time to understand your goals and find ways to make them work for you. She also updates me month-on-month on the progress of my accounts, which makes me feel secure and in control. If you ever get the chance to work with Nova, take it, your finances will be in the best hands.
Engineer
Thanks Angeline for providing clear and concise advise and recommendations on protection plans for my family. A trustworthy financial advisor that we can rely on.
Cabin Crew at SIA
A very sincere agent who is never pushy, and shares logically the benefits of the products and address your concerns if any. She really thinks from her client’s point of view and putting the clients as their priority to recommend products that really suits their needs. All my insurance policy are bought with her, and importantly she is very responsive whenever I contact her for any queries that I may have.
Senior Risk Manager at StoneX Financial Pte Ltd
Risk management is my career, so I will admit I came into this conversation with a healthy dose of skepticism. I have sat through enough sales pitches dressed up as advice to know the difference. Wei Qi was different from the start. He did not lead with products; he led with questions, taking the time to actually understand my risk appetite, my blind spots, and what I was trying to protect against, both personally and financially.
What I appreciated most was that he never rushed me into a decision. When I raised concerns, and I raised plenty, he addressed them directly instead of glossing over them, and was upfront about trade offs rather than only showing me the upside. That kind of transparency is not common, and it is exactly what someone in my position needs.
A year on, my insurance and investment plans finally feel coherent rather than cobbled together, and I have a much clearer picture of where the gaps and exposures actually are. If you are the type who needs to stress test every recommendation before trusting it, Wei Qi is the adviser who can actually stand up to that scrutiny.
Engineer
Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.
April have been very patient with me when I seek her advice. She have well-equipped herself with the best knowledge to provide me the best option based on my requirements. Truly satisfied with the relational and non-transaction feeling given.
F&b Admin Officer
Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.
From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.
I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.
I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)
Supervisor
Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.
Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!
I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.
Glad I chanced upon the FB ad that directed me to Shawn. He is very professional, very accommodating with my busy schedule and superbly patient in listening to my thoughts. He portrays a genuine interest in me as a unique individual and he is always "on my side" rather than being more interested in closing any sales.
Whenever we meet, I seem like I'm his only client and never in a rush to finish up a discussion. At events, he always make sure I'm "taken care" of. Super satisfied on his authentic service and professionalism.
Property Agent
Henry is by far, the most sincere financial advisor out there. He assisted me with all my medical claims, including the hefty medical surgery fee as well as all my regular medical bill over the years till today. Without his patience and guidance, I would not have bought my medical insurance during my school days and would have burned my pocket with the recurring medical bills.
So far, I have referred a few friends, my wife and bro-in-law to him. I will strongly recommend anyone who wants to purchase an insurance to look for him. He listen to your needs before prudently recommending a suitable insurance policy to you, guide you along the way and is superb responsive when the need for you to make a medical claim arises.
This is what differentiates him from other financial advisors in an industry that has already attracted so much stigma in today’s society. Looking back, buying the medical insurance he recommended has helped me a lot financially in terms of my medical bills and I sincerely appreciate it!
i was introduced to willynn through a colleague. i had practically zero financial planning beyond some basic insurance coverage. over the past few years, willynn has helped review and improve my portfolio to cover gaps and put in place a proper plan for the future. she has consistently been very patient and clear with her explanations. she gives good advice and makes suggestions based on my requirements and preferences and she knows her products very well. would highly recommend.
Engineer, Accountant
Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.
From being my mother's trusted friend for many years to guiding me through my first investment, Nicolette has been very supportive and patient. I am so grateful to have her explain how can we best work around the markets and my financial capacity. Nicolette brings in her wealth of knowledge, skills and experience; I am confident she will be able to enrich your financial portfolios as well!
Managing Director at Dejavu Agency
I've had the pleasure of knowing Maeva for several years and during that time she has taken great care of all my insurance needs with her meticulous approach, friendly and approachable manner, and her solid and invaluable advice based on her wealthy experience in the business and because she is a very honest and caring human being.
Assistant Manager at AIA Singapore
Dear Darius
I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.
Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.
With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).
Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.
You will always be the one whom I will introduce to my friends and family who requires financial advice.
Once again, thank you for the professional service rendered as well as being a great friend!
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!
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 :)