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.

Mr Sc

It Administrator

Before working with Grace, I was not able to understand the financial/insurance concept/plan and all the various different plans/products are overwhelming for a layperson like me and my family. As such, my existing portfolio was not cost efficient. My portfolio is well managed now, with the help from Grace as a one stop shop solution provider for my financial needs. I’m now able to have a more efficient and cost-effective portfolio. Grace is patient and willing to spend time to explain things that I don't understand. She is responsible, always within reach, diligent, able to respond well, does not take long time to respond. My best takeaway from working with Grace is being able to find a one-stop place to meet the needs of the financial planning/analysis and able to carry out the plan step by step.

Client of Grace Wong

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Mr Mac Tee

Trainer at Competencies Dynamics

Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .

Client of Pauline Lau

Mr Toh Jun Hao

Engineer at Siemens

Was gaining interest in Investments and I happen to know that Shawn is in the industry. When approaching him for his advice, am glad that he was not hard on his approach. He made sure that I understood the concepts of investing and adequately warned me of pitfalls of this method of wealth accumulation. He honest route of advisory is what assures me that I have found the person to assist me in my wealth accumulation needs. To top it off, his belief in active management of my invested monies helps me ensure that I am on track to achieving my goals. Recommending to everyone who is looking for a structural ,consistent and predictable way to compound wealth.

Client of Shawn Koh

Mr Benson Lee

Project Specialist at Vortex Corporate Management Pte Ltd

I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.

What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee

Client of Eva Tan

Mr Kyle Lim

Full Stack DevOps Engineer at ST Engineering

Jack stands out as a committed financial advisor who goes beyond the basics. He doesn't just check in annually but ensures consistent follow-ups to keep financial plans aligned with changing needs.

From drafting wills and trusts to tailored investment strategies, Jack provides holistic solutions. His "well-being before profits" mindset shines, as he prioritizes meeting his clients' needs before recommending any plans.

Client of Jack Chan

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Mr Haikal Roslan

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Mr Viclaus Yip

Executive at PCS Pte. Ltd.

I have met Brandon from a standalone modue back in my varsity days and I was really impressed with his eloquence and eye for detail - so much so that upon graduation, I had personally looked into him for his services in my personal insurance matters. We also have had many discussions and exchange of ideas on personal finance matters and funds.

I am confident Brandon will be able to become a valuable asset in his new role with Synergy, able to bring the same vibrant energy, creativity and keen eye to this new team.

Highly recommend agent/mentor!

Client of Brandon Lee

Ms Kris Lim

Sales And Supply Support Manager at IKANO Pte Ltd

Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years.

Client of Garrick Lin

Mr Tan You Yan

Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.

Client of April Lim

Ms Sandy

她是一个特别亲切的人。跟她说话，特别舒服。她也很耐心的解释和介绍我适合的保单。

Client of Cheryl Huang

Mr Yeo Xiang Ming

Project Manager at Feng Plumbing

Good Knowledge with her policy….

Client of Eva Tan

Ms Khoo Li Zhen

Associate Director at Synergy Financial Advisors

I have had the privilege of working under Lim Lifen's guidance for the past two years, and I can confidently say that she is more than just a director. She embodies leadership qualities that go beyond her official role.

From the moment I joined her team, I felt her unwavering support and understanding. Lifen has a unique ability to connect with her team members on a personal level. Her genuine concern for our well-being and growth is evident in every interaction. She doesn't just manage; she leads with empathy and compassion.

Whenever I faced career challenges, Lifen was there with timely advice and encouragement. Her forward-looking perspective and insightful guidance helped me navigate obstacles and make informed decisions. I appreciate her candid approach and the way she delivers feedback straight from the heart.

Under her leadership, I am confident that our team will soar to greater heights. Lifen’s vision and dedication inspire us all. She is not just a boss; she is a mentor, a motivator, and a true leader.

Thank you, Lifen, for being an exceptional guide on this professional journey. Your impact extends far beyond the office walls, and I am grateful to have you as my director.

Client of Lim Li Fen

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Ms St

Marketing Manager

I have met Shawn through my friend in Singapore. Previously was studying in Singapore, and was encourage to take up Health Insurance to ensure that I am properly covered against massive medical bills. With his advice and thorough comparison, I was able to select the most suitable health insurance coverage for myself. For that, I am thankful for Shawn's services. He will be the go-to person should you need personalised financial advices.

Client of Shawn Koh

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Mr Shawn Tan

NSF at SAF

Friendly and clear in her description of the different plans. Does not hard sell and aims to provide the best plan according to my current financial need and situation.

Client of Vivian Peh

Ms Krista Effendi

Marketing Manager at Oracle Corporation

Hund is extremely accommodating and understanding. It is a pleasure to be his client all these years. He addresses what is required in the various phases of my life and provides professional advice suited to my needs. I have observed his exceptional professionalism. His work is kept at a very high standard, often exceeding expectations. Furthermore, he is willing to take on any additional tasks for the betterment of his clients without complaints. He is a good-hearted and supportive person, and an indispensable agent.

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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Thank you, Lifen, for being an exceptional guide on this professional journey. Your impact extends far beyond the office walls, and I am grateful to have you as my director.