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 Lee Le Jun

Reconciliation Specialist at Schroders

Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me

Client of Kuah Rui Han

Ms JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

Ms Rodrigues Preeti Uday

Staff Nurse at Tan Tock Seng Hospital, Novena

I recently had the pleasure of working with Elden Wong, an exceptional insurance agent who went above and beyond to help me navigate the complex world of insurance plans. Elden's expertise and guidance were invaluable in explaining the various options and finding the perfect fit for my needs.

What impressed me most about Elden was his patience and willingness to answer all my questions, no matter how small or trivial they may have seemed. He took the time to understand my concerns and provided personalized recommendations that put my mind at ease.

Elden's professionalism, knowledge, and dedication to his clients are truly commendable. I highly recommend him to anyone seeking insurance guidance. Thank you, Elden, for your outstanding service and support!

Client of Elden Wong

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Mrs Yee Jane

Self Employed

Derrick is a very good agent. He is always there to answer your questions and will always try his best to help you with his needs. He is the agent who would go the extra mile to deliver his service and that is why I recommended him to so my family. Keep up the good work, Derrick! You’re a star

Client of Derrick Chee

Ms LOH Ai Ling

Sales Executive

I recently started working with Marvin as my financial advisor. He was patient, explained my options clearly, and helped me to get what I want for 2025. His supportive approach made the process easy to understand and gave me confidence to count on him in my financial matters.

Client of Marvin Lai

Mr Talib

Security Supervisor at William Secure

Yvette has help me alot, I really appreciate her time and effort, wishing you a successful life ahead! Thank you once again 🙏🏼🙏🏼🙏🏼

Client of Yvette Yap

Mr Wei Song

Student

Rayers has been giving me sound financial advice for many years. He will actively inform me of any changes and opportunities for investment and always ensure that my queries are answered. I highly recommend him to anyone looking for an adept and good-natured advisor!

Client of Rayers Sia

Ms Lynnette Chia

Manager

Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!

Client of Linda Quah

Ms Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

Client of William Seah

Benjamin (Ex-Accendo)

Tax consultant at Aoyama Sogo

Working with Andrew has been a true privilege. He is someone whose consistency in both action and attitude is truly admirable. One story that stuck with me was how he followed up with someone for 7 years—and that person eventually joined him. That level of patience, dedication, and follow-through is rare. If you’re someone who values building genuine relationships, Andrew is definitely someone to learn from. His strong referral skills are a reflection of the trust and rapport he consistently nurtures over time. A true role model in leadership and relationship-building.

Client of Andrew Lee

Mr Mathori

Logistic at Mentor media

Very hard working. Keeping me update news and health care. Would recommended to my friends who wishing to join the insurance policy.

Client of Linda Quah

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Ms Wendy

Manager

It is my pleasure to recommend Elden as he is very professional and experienced. It is apparent that he studies the fine prints of insurance policies in depth as he is able to evaluate the pros and cons of the policies available in the market before he provides the recommendations to his clients.

His deep knowledge of financial markets and skillful handling of complex investment strategies have also consistently delivered strong returns.

Impressive!

Client of Elden Wong

Mr. Corin Seah

Business Development

I have gotten most of my insurance policy from Derrick and he is a very patient person who will make sure I understand what my policy covers and if I am adequately cover.

Client of Derrick Chee

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Jerome Chan

Fire & Rescue Specialist

Having known Hund for quite awhile. He is a conscientious and thoughtful person. Knowing my financial background, he make extra effort to explain the contents of the product. It enables me to make sound decision with my investment. He has consistently call to check and offer solution to my financial needs from time to time. Thanks.

Client of Hund Wong

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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I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.