Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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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 Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

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

Mr Koh

After experiencing significant losses in my investment portfolio, Elden stepped in and quickly made a meaningful difference. Within just a year, thanks to his thoughtful restructuring and proactive approach, I began seeing substantial gains—helping to reduce the previous paper losses. Elden takes the time to understand my expectations and consistently explains the reasoning behind his recommendations, giving me confidence and clarity. I truly appreciate his dedication, transparency, and professionalism.

Client of Elden Wong

Zu En And Zheng Yuan

We are very thankful to have been introduced to Adeline! Adeline was able to provide us great insights and recommendations on policies that were best suited to our needs and well within our means. Throughout the process, she has been very patient and professional in addressing all of our concerns and queries. Would definitely recommend Adeline to our friends and families!

Client of Adeline Low

Mr Ravi

Consultant at MINDEF

Efficient, reliable and committed to her service.

Client of Zenn Goh

Ms Sharon Tay

Manager, Hr Talent Acquisition at Marriott International

I have known Danny for awhile now and has entrusted my personal insurances to him not too long ago. With his vast knowledge, customer-centric mindset and reliable, he was able to curate personalized plans that would meet my needs in the long term basis.

It would be safe to say that I am in good hands to have Danny being my dedicated Financial Adviser.

Client of Danny Lee

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Ms Ashley Cheung

April has been extremely helpful and is an advocate in seeking a policy that provides the best coverage based on my current needs. I am extremely thankful to work with a financial adviser who demonstrates empathy and is truly interested in my preferences and circumstances. It’s been nothing short of a great experience and April is someone that I would highly recommend talking to regarding your insurance needs.

Client of April Lim

Mr Mark Toh

Legal Counsel at Equis

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Client of Pauline Lau

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

Ms Angela

Educator

I can’t recommend Elden highly enough. He truly stands out from other advisers—not just because of his strong knowledge, but the way he applies it thoughtfully to my personal goals.

He is always proactive in keeping me updated on my portfolio, with timely calls and clear explanations, so I never feel uncertain. More importantly, the results speak for themselves—my portfolio has shown clear growth, which I credit to his knowledgeable advice and consistent effort.

What I appreciate most is his sincerity—he takes the time to understand, connect and give advice that is genuinely in my best interest. Reliable, knowledgeable and truly client-focused, Elden is someone you can fully trust with your financial journey.

Client of Elden Wong

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 Shirlene Phua

I have known Linda for many years. She is sincere, attentive, knowledgeable and caring. She listens patiently and render her professional advice to me whenever I have queries or issues with my policies. She is someone whom I would definitely strongly recommend to my friends as she is a knowledgeable adviser who puts heart into her work and understands the clients from their point of view. Thank you, Linda!

Client of Linda Quah

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

Ms Michelle Howell

Senior Relationship Manager at Synergy Financial Advisers

Willynn is an experienced and knowledgeable financial adviser with her client’s best interest at heart. Willynn is generous with her time and is always willing to share her knowledge and expertise.

Client of Willynn Soh

Ms Julie Foo Lee Kin

Homemaker

Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!

Client of Derrick Chee

Ms Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Ms Amanda Yee

i was introduced to willynn through a colleague. i had practically zero financial planning beyond some basic insurance coverage. over the past few years, willynn has helped review and improve my portfolio to cover gaps and put in place a proper plan for the future. she has consistently been very patient and clear with her explanations. she gives good advice and makes suggestions based on my requirements and preferences and she knows her products very well. would highly recommend.