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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
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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.










Area manager at Gopizza
Rave has been a great advisor. He listen and explain everything in detail for easy to understanding. Thanks
Vice President at JPMorgan Chase Bank
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019
Derrick was recommended by a close friend and has been helping my family with our insurance matters for the past 3 years. He is prompt in follow up and helpful when required. Approachable and friendly guy.
Executive
As a busy executive, I don't have time to second-guess my financial decisions — Wei Qi makes sure I don't have to. He took the time to understand my priorities and explained my options clearly, without any pressure. I finally feel like my insurance and investments are actually working together. Highly recommend him to anyone who wants a financial adviser who truly listens.
Manager at Jimmy Textiles
I have worked with Weiqi for a few years now, and he has always been someone I can rely on. Whenever I need help or advice, he is there, no matter how small the question. When I had a claim to make, he handled it promptly and kept me updated every step of the way, with no unnecessary delays. He is trustworthy and truly dependable, and I would recommend him to anyone looking for an adviser who genuinely has your back.
Data Analyst at DBS
I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!
Cheers!
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!
Analyst
Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.
I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.
Operation Controller at Den Hartogh Asia Pacific Pte Ltd
Chaur Fon is our company Financial Advisor since 2012. He is very patient and also very attentive. Last year, I had a bad fall and fractured my ankle. He followed up my case very closely and attend to all my enquires till I received my final claim.
I would strongly recommend his services to all my friends if they are looking for any insurance plans!
Keep up your good job Chaur Fon!
Service Engineer
I was looking for medical insurance and Grace was recommended by my sister-in-law. Grace is a flash! The entire process was very smooth as she is fun, very helpful and is gives prompt replies. Not even once I'm worried about all this. Highly recommended! Thanks Grace!
Retiree at NIL
Brandon was my agent for nearly a decade now and I am grateful for his financial guidance. Thanks to Brandon's expertise and dedication, I am now enjoying a happy and worry-free retirement.
What sets Brandon apart is his sincerity and honesty. He has always put my financial well-being first, providing me with sound advice to secure my retirement goals. He is not afraid to tell me when he is unable to meet my investment returns for some years, which I feel is missing in other agents I dealt with. I am glad that I could count on him to update me, even if it’s bad news.
I recommend Brandon to anyone seeking a trustworthy and skilled financial consultant. He has been an invaluable partner in my financial journey, and I am confident he can do the same for you. Congratulations on attaining new heights in your career, Brandon!
Deputy Director at NTUC FairPrice
If your financial advisor is a friend, you will get to know more insights and ideas. Mr Pin is more like a friend to me than the advisor. Such a nice chap. Not sure how many of you know this, but I am proud to meet a person who represented Singapore in Bowling. Thank You Mr. 11th Pin :)
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.
Personal Assistant at Tolaram
I’m really glad I met Ida. She is now my go-to person whenever I need assistance or clarity on insurance matters, whether it’s travel, health, home, or car insurance.
She is knowledgeable and always takes the time to address my queries and explain things clearly. I am truly impressed by her commitment to her work and the level of service she provides. Highly recommended!
It is with great pleasure that I provide this testimonial for Sheena.
Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.
Moreover, Sheena's remarkable responsiveness and commitment to client satisfaction exemplify her dedication to providing exemplary service. She consistently demonstrates a readiness to address inquiries promptly, offering tailored guidance and support whenever needed. Her proactive communication ensures that I am kept well-informed of pertinent updates.
Beyond her professional acumen, Sheena's genuine passion for fostering her clients' financial success is evident in every interaction. Her approach is characterized by a genuine desire to cultivate long-term relationships founded on trust and mutual respect. It is this personalized attention and unwavering dedication that truly sets Sheena apart as an exceptional financial advisor.
In conclusion, I wholeheartedly endorse Sheena for her outstanding contributions to the management of my financial portfolio. I look forward to having her as our family adviser for many years to come.
Education Program Manager
It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!
I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.
Admin Manager at SMU
Well-combed hair, long sleeve shirt, and a briefcase – a typical financial advisor, that was my first impression of Darius. Darius inherited my portfolio when another financial advisor (FA) left the industry, and we met up to sign the paperwork to finalise the transfer.
After being my agent, we meet up about once a year, when my policies are up for renewal. Darius would go through my policies with me then, and after one year, I would have forgotten many details. Long story short, Darius pleasantly surprised me by always being extremely patient and re-explaining things. Additionally, he did not give me the feeling that he was putting up with my questions because I am the client and genuinely answered my queries.
Darius took the time to understand my needs and concerns, and though this is something that all FAs do, Darius did it with professionalism and kindness. No concern was taken lightly no matter how inconsequential, and no judgement passed.
He planned my portfolio not to give himself the best commission but to give me the best value and growth. He made sure that all my concerns (no matter how small) are addressed. There’s a saying that “Talking about money spoils a relationship”, well that is entirely not true with Darius. Darius changed my impression of FAs, and he truly is a gem in the industry.
Shine On Darius!
Executive
I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.
There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.
Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.