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.

Ms Aurora

Program Manager, Operations

Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.

Client of Hans Chen

Mr Andy Tan

Manager

Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills and helped review and optimise our insurance portfolio. It also helps that he has a very calming voice :-). We are very happy with his service!

Client of Derrick Chee

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.

Client of Tan Jun Qi

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

Mr Yeo Zheng Lin

Engineer

Andy is hard-working, and he put his client's needs before him. He will go all out to help his client, and to give the best for his client.

Client of Andy Seo

Mr Elvis Teo

Software developer at Activants ptd ltd

I am happy with the insights and advises provided by Ewald. He is always prompt to response and helpful!

Client of Ewald Teo

Ms Nemi Mary

Digital Marketing Executive

I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.

What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.

I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!

Client of Sebastian Yio

Jingxuan

Brandon is trustworthy and responsive and someone with humility. He is passionate in his work where as he is easily approachable to talk and ask him questions to clarify any doubts and ultimately there is no pressure to purchase the products from him. I appreciate his help so far for helping to manage my policies. Thanks Brandon

Client of Brandon Lee

Mr Anantha

Director

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

Client of Shawn Koh

Mr Lim Jia Jie

Business Development Manager

I started my career in Financial Services by joining Henry back in 2017. Throughout the years, I have learned skills and insights which I believe will be beneficial in my lifetime. I have also enjoyed striving hard together with my teammates. Joining Henry as a Financial Advisor was a decision that I am glad I made previously. Here's to better years ahead.

Client of Henry Ang CS

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Joyce

HR Practitioner

Adeline has looked after my financial planning since 2019, and over those years she has come to advise my mother and my sister as well. She started by educating me - the instruments, the risks, the returns - so that I could decide rather than defer. Recently, she recommended something with higher risk and higher return and I resisted, she did not push. She took the trouble to understand what sat behind my resistance, then immediately came back with alternatives that showed she had actually heard me. That is rare. Her annual policy summary reports are just as clear, and she now holds our family's picture as a whole, across generations. I trust her with it.

Client of Adeline Low

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Ms Jasmine

Supply Chain Executive

First and foremost, Jarius has a very focused and determined attitude. He is a diligent and enthusiastic broker that doesn't think twice about going above and beyond for his clients. Being a young professional himself, he knows specifically what young people are facing whether they are beginning off their job route, or moving between profession changes, he has the capacity to help young adults clearly comprehend the value of being insured. He has always been a great adviser to engage with, kind, and competent. I'm delighted to continue working with him.

Client of Jarius Kan

Ms Li-Yer

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!

Client of Nicolette Gnoh

Mr Kantha Rupan

Assurance at Deloitte

I met Eeks through a mutual friend when I first started working and our relationship has since grown into a friendship!

I really value the fact that Eeks respects my space and understands my priorities and goals always. She would always patiently share new opportunities that are good for my own financial goals but never tries to push for something I would not need at this juncture. In fact, Eeks would assist to handpick the right products after understanding my needs, making detailed comparisons across various products in the market, and proposing them to me for my consideration.

Eeks is very trustworthy, prudent in her advice, and more than anything, ever so patient when explaining products. It's why I feel safe trusting her to advice me on my financial planning needs.

Client of Eeks Lim

Mr Shaun

Realtor

I have known Wilson since Secondary school, always see him as a responsible and dedicated man. In terms of financial planning, he is the first person who comes to mind, i know i can entrust him with my money. He took the time to understand my needs and concern, provided valuable insights that i never knew about.

Definitely recommending without a doubt!

Client of Wilson Ang

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

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.

Client of Ng Tiac Pin

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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I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.