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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
Learn moreHear 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.
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!!
Risk Analyst
I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority.
Kudos to him and highly recommend him to anyone who needs help in financial planning!
Tpc Analyst
I was the one who approached Rui Han for a consult around 2016. Back then, I described to him a policy that i purchased which he sensed that something was off based on my understanding and what i expected of it versus what it really is, and he was genuinely concerned. I did not have any idea about what I was getting myself into and trusted the agent that i got the policy from regarding the supposed returns I could get after 10 years.
Turns out that the returns projected is not realistic based on actual facts after Rui Han vetted the plan with me. The opportunity cost would have been thousands of dollars had i continued investing in it. I still remember how he suggested to give the agent some benefit of doubt to clear up any miscommunication, but the agent did not reply and simple dissappeared. He then accompanied me to down to the financial institution to sort this issue out
Ever since then, I know I could rely and trust in Rui Han. He is no doubt very sincere and sales is not his priority. He ensures my family and I have what we need in place. Unlike many other consultants, he does not constantly push for his clients to get additional products that they do not require.
Rui Han is also one who will be there at times of emergencies. He is the first person I always reach out to whenever I meet issues while travelling or that one time I got hospitalised. He replies immediately and provides much needed assurance to the issues I encounter.
Thanks so much for the help and advice over the past few years, buddy! ☺️
Student
Rayers is a great friend and advisor to have as he go through every process with you. Ensure you understand what you are doing with your finances. Before you risk your livelihood. On top of that, Rayers always thrive to improve himself in term of knowledge and other aspect of his personal development.
Grace, specifically, is unlike any Financial Advisers I have come across. She will analysis and understands my situation and my needs before introducing the policies to me. This allows me to make sound decisions. She will meet-up yearly to provide updates on market situation and suggest next course of action. She has certainly break the stereotype I had for financial advisers. Would definitelly recommend them to people who needs financial planning!
Finance Manager
I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.
Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!
Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.
Assistant Director
I've known Andy for many years. In our interactions, Andy has always been a sincere and hardworking person. He pays close attention to details, which is a big plus when helping to compare products for you as a client. He is also able to explain the products in a clear and easily understood manner. Thanks for all your help, Andy! Deeply appreciated.
Audit Assistant at Ernst & Young
Rui Han is unlike any Financial Advisers i have encountered. Instead of pushing random products to me, he firstly understands my situation and my needs before introducing the policies to me. He gave me a thorough analysis of different products in the market which allows me to make sound decisions. Honestly, he broke the stereotype i had for financial advisers. Would recommend him to people who needs financial planning!
Executive
Marvin is a very patient, prepared and knowledgeable. Whenever i had queries he was able to provide me with an answer promptly and doesnt mind spending time to explain the policies to ensure i understand it fully. He is not pushy and i trust the recommendations he gave 👍🏻
journalist, brand consultant
Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.
Admin Executive at Temasek Polytechnic
Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)
Student (Undergraduate)
My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!
Sales Agent
Aaron is very nice warm hearted passionate in his job presenting and answering all my question patiently. Making sure I understand the various products which he shared before making a decision on which is the best plan for me and my wife. I clearly understood everything Aaron shared and Im very grateful for his impeccable service and knowledge! Thank you Aaron! :)
M&e Manager at Ssangyong Engineering & Construction Co. Ltd.
Eeks is a warm, dedicated and knowledgeable financial advisor who is able to understand the needs of me and my family very well. She would listen and provide her honest opinions, ensuring that I have the relevant coverage for both my current and future plans. She is also able to recommend policies that are value for money, without compromising the comprehensiveness which I find very helpful especially for young families. She is always ready to answer any doubts that I have and able to process promptly and efficiently for any claims. Extremely thankful and grateful for all the work she has done for me and my family. A highly recommended financial advisor. Thank you Eeks!
Edward has been very helpful & knowledgeable. He explained the various complicating policies clearly in detail and makes it easy for me to understand which I very appreciate it. Thank you.
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!
I highly recommended Ida Ahmad to anyone in search of a knowledgeable,dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.
Working under Lim Li Fen's leadership has been an incredibly rewarding experience for me. Her ability to guide her team with a perfect balance of compassion and competence is truly remarkable. She fosters an environment where every team member feels valued, heard, and empowered to reach their full potential. She also recognizes and celebrates the achievements of her team, no matter how big or small, instilling a sense of pride and motivation in all of us.
What sets Lim Li Fen apart is her genuine commitment to our collective success. She leads by example, demonstrating a strong work ethic, impeccable integrity, and a relentless pursuit of excellence in everything she does. Her guidance is not just about achieving results; it's about fostering growth, nurturing talent, and cultivating a culture of collaboration and innovation.
Her mentorship has been instrumental in shaping my career trajectory, providing invaluable insights, guidance, and support every step of the way. I am truly grateful to have her as my boss and mentor. Li Fen is more than just a leader; she is a beacon of inspiration, a source of encouragement, and a guiding light in the workplace. I am honored and grateful to have her by our side as we are continually inspired by her example.
Financial Analyst at Bloomberg
April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.
Researcher
Darius is very knowledgeable and has great passion for his field, has a very patient temperament and an eye for detail.
He does not hard sell, He assesses my policies thoroughly, able to explain in a very comprehensive way to help me understand holistically in whatever I may still need.
He had given me a lot of help; a lot of time going the extra mile, which makes me feel more like a friend than a customer.
When engaging him, it doesn’t feel like I am just buying a product or service, but rather a journey towards building a more secure and fulfilling future.
























































