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 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

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Mdm Pam

I engaged Elden when my investment portfolio was underperforming and losing value. Since taking over, he has not only turned things around but also delivered consistent gains with a clear strategy.

What I appreciate most is his patience and calm approach — never rushing decisions, always explaining market movements and options in a way that’s easy to understand. His deep knowledge of market trends and long-term strategy has given me confidence and peace of mind.

If you’re looking for someone who genuinely cares about your financial goals and knows how to navigate uncertainty, I highly recommend Elden.

Client of Elden Wong

Syauqi Morshid

Relationship Manager at Synergy Financial Advisers Ltd

Beyond being an exceptional adviser to his clients, Marvin is also a mentor and leader that I greatly appreciate and am grateful for, being able to learn from his wisdom and wealth of experience. His dedication to his role as a mentor goes beyond just offering professional guidance and support, but also in supporting his mentees’ own personal growth. His unwavering support for new ideas and relentless drive to help his mentees reach their full potential makes him someone we can always turn to for guidance. He actively encourages his team to think outside the box, explore innovative solutions, and push the boundaries of their capabilities. Marvin's commitment to nurturing talent and fostering growth within the team is admirable, drives the team to be the best advisers to our clients and strive towards achieving our personal and collective team goals.

Client of Marvin Lai

Mr James

Banker at UOB

Carol is an exceptional financial advisor. Her knowledge of products has aided us in deciding which is the perfect policy at different phases of our lives. She has also helped me and my family in all our financial planning needs and she always go beyond to ensure our needs are fulfilled.

Client of Maeva Huang

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Tan Yi Jun

Ms Lee Hui Ching

Deputy Manager at Land Transport Authority

I would like to express my sincere appreciation and gratitude to Serene Seah for her outstanding service as my financial adviser.

Although Serene and I were colleagues and friends more than 10 years ago, we lost touch over the years. Last December, when I needed help planning my family's hospitalisation coverage and investment portfolio, she was the first person I thought of because I trusted her professionalism and expertise.

From our very first discussion, Serene demonstrated exceptional knowledge and a deep understanding of financial planning. She listened carefully to all my concerns and provided clear, practical solutions tailored to my family's needs. Her recommendations have delivered positive results, and I am truly happy with the outcomes. Most importantly, she has earned my complete trust through her dedication, integrity, and genuine care.

What sets Serene apart is that she goes beyond her role as a financial adviser. One of the most touching moments was when I was unwell. She personally delivered medicines, herbal tea, and treats to my home to make sure I was feeling better. On another occasion, despite being sick and tired herself, she still drove all the way to my house to surprise me with birthday wishes. These thoughtful gestures meant so much to me and showed how much she genuinely cares about the people around her.

Professionally, Serene is always responsive, responsible, and incredibly patient. Even when I texted her late at night with questions about my policies, she took the time to explain everything in detail and ensured I fully understood my options. Her dedication, professionalism, and willingness to go the extra mile have given me complete confidence in planning for my future and retirement.

I wholeheartedly recommend Serene Seah to anyone looking for a trustworthy, knowledgeable, and caring financial adviser. If you're seeking someone who will always put your interests first and provide exceptional service, Serene is the person to go to. You can count on her to guide you every step of the way.

Thank you, Serene, for your unwavering support, professionalism, and friendship. Keep up the amazing work! I will definitely continue recommending my friends and family to you. ❤️👍

Client of Serene Seah

Ms Jess

I got to know Yvette through my sister. She was friendly and patient when explaining to us during the meeting. I have gained new knowledge and perspective from what she shared.

It was an interesting and insightful meeting. What sets her apart from other advisers, is that she is not pushy and she takes the time to understand my financial goal and creates a tailored strategy to help me in achieving it.

From retirement planning to investment advice, her professionalism and expertise have given me the confidence and peace of mind I need for the future.

Client of Yvette Yap

Mdm Esther Foo

Retiree

Good listener, able to handle my doubts, efficient.

Client of Yvette Yap

Mr Lyons Robert

Senior Manager at Asia Sports Holdings Pte Ltd

Right from my initial conversation, it has been a pleasure working with Carol. She has been incredibly supportive over the past few years, always available to discuss the finer details and adept at sourcing the best fit solution for my requirements. Innately professional with a personal touch, a rare gem in the industry. Have always felt in very safe hands and wouldn't hesitate to recommend Carol to anyone seeking new policies.

Client of Maeva Huang

Ms Tan Lee Lee

Teacher at Ministry of Education

Serene is my best friend from primary school, and we reconnected after many years. She kindly offered to review my health insurance plans and provided personalized advice, considering my current coverage. Since my existing plan didn’t cover early-stage medical care claims, she designed a customized plan with comprehensive coverage that stayed within my budget. With access to a wide variety of insurance plans from different companies, she found the one that provided the best coverage for my financial situation. She made sure to meet with me several times to fully understand my needs and concerns, and her recommendations were backed by clear, logical reasoning and thorough explanations. I highly recommend her services to anyone in need.

Client of Serene Seah

Mr Aaron Boo

Manager at PYTHA ASIA PTE LTD

I cannot recommend rave highly enough! His dedication and commitment to his work are truly unmatched. He takes the time to thoroughly understand my needs and always goes the extra mile to ensure I have the best coverage possible. His deep knowledge of insurance policies and ability to explain them in simple terms have given me complete confidence in my decisions. It’s rare to find someone so professional, reliable, and genuinely caring. If you’re looking for an insurance agent you can trust Rave.

Client of Rave Peh

Mr Alexis Chee

Director at Divetech Marine Services Pte Ltd

Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!

Client of Derrick Chee

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

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

Ms Sarah

April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.

Client of April Lim

Melissa

Olivia goes above and beyond for her clients, regardless of whether it’s a small or big policy. I purchased a policy for my pet and she was very patient in explaining the policy to me, and helped me understand which plan is most suitable for my pet. She was even willing to share pet caring tips with me as I’m a first time pet owner. I am grateful to have met an advisor like Olivia. Thank you!

Client of Olivia Loo

Ms Phylis Ang

Secretary at KPMG

Appreciate your assistance and expertise in helping me with my insurance. He is professional, trustworthy, patient and has made the process of dealing with insurance easy and painless. I will recommend him to others for their insurance needs. Thank you.

Client of Derrick Chee

Ms Jacelyn Lim

Uber Print

I am glad to have Chalysta who had consistently helped me in my family and my financial planning for the past 3 years. She is very approachable and sincere, and has a natural ability to make us feel at ease as she gave financial advice based on our financial goals and risk tolerance.

Recently, she has helped my dad structure his retirement savings for long term passive income. I was impressed when she had gone the extra mile to suggest a method to maximise his income with the same amount of premium we had initially planned for. In addition to having financial expertise, she is trustworthy and responsive to any needs or queries we have.

I would strongly recommend Chalysta to whoever that is seeking for suitable products that truly meets your needs.

Client of Chalysta Sim

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

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 and gratitude to Serene Seah for her outstanding service as my financial adviser.

Thank you, Serene, for your unwavering support, professionalism, and friendship. Keep up the amazing work! I will definitely continue recommending my friends and family to you. ❤️👍