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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.

























































Marketing Associate at Secretlab
Nova is an incredibly hardworking, meticulous, and sincere person, and it reflects in her work as my Relationship Manager. Prior to meeting her, I was completely unaware of the potential my finances had in terms of future-proofing myself, and just kept using my money irresponsibly. Nova has since given me more confidence to live out my lifestyle and look forward to the future without having to constantly look over my shoulder.
Today I am working towards completing my BTO with my wife, alongside setting aside finances to invest for the distant future. All this is thanks to Nova’s constant guidance and transparency. I would not have been able to do this without her help, so for that I am grateful.
Analyst
I have heard good things about Derrick and the good impression more than doubled to good rapport after he serviced me as his first-time client. An extremely personable advisor who does not mind inconveniences at his end and who gives me the confidence that he can be counted on for follow through and thinks for his clients' interest as his core servicing value. Very prompt updates and is patient throughout his answering of the nuts-and-bots questions. Happy with his competency in selection options for me and the bonus of enjoying an authentic friendship with such a high EQ person. So! THANK YOU Derrick yoz!
Coach
Jaricson is very professional in his trade and gives valuable insights to financial questions that i have. He will analyze and advise which is is a better option for me to invest my money in. Always keeping me updated on the current situation of my portfolio and recommending me suitable products. The best guy to go to IMHO. Keep up the good work.
Sales Executive
I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.
Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.
Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment 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.
Andy has great knowledge of his products. Always looking for promotions/better solutions for his clients. Especially love his efficency and responsiveness. Which is why i got my whole family to port their plans over to him. Always so easy to get in contact with him -be it just a question or a meet up! Highly recommend!
Graphic Designer at Olympia Diary (S) Pte Ltd
Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!
Manager
Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.
Paramedic at SCDF
Eugene is an extremely competent financial adviser. As someone who has limited financial knowledge, he has helped me understand the importance of financial planning. He wasn't pushy and was very understanding about my financial situation and planned with my needs in mind. Definitely recommended!
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.
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.
HR and Operations Manager
I have known Serene for over a decade, initially as a colleague and then a dear friend. Though we lost touch for a time, when we reconnected, I was happy to discover she had transitioned into financial advising.
Serene has been an unwavering support system for me and my family throughout our financial journey. She's consistently available, offering guidance and reassurance at every turn.
What truly sets her apart is her patience and understanding. There are no 'stupid questions' with Serene – she always listens attentively and provides clear explanations. Her responsiveness is incredibly valuable to me, especially during times of uncertainty as I can be quite anxious on financial and insurance matters. Especially when my daughter had to be hospitalised, she was there for me no matter the day or time.
More importantly, Serene goes beyond simply managing finances. She genuinely cares about my well-being, and that of my family's. She takes the time to understand our needs and financial capacity, always prioritizing what's truly best for us.
I wholeheartedly recommend Serene to anyone seeking a compassionate and knowledgeable financial advisor and friend.
It has been a great experience with Jayne. She has been patient and consideration of my needs. I hope we could do more sharing in the future.
Retiree
Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.
I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.
I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.
Director
I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.
F&b manager at Royal spicy dosa
He is empower knowledge of client handling. Such a great humunity person. Once again thank you sir&ur team
Devialet
Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.
It Engineer
I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.
I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.
Totally recommended!
I appreciate Sie Hua's advice and help in supporting me through being financially prepared as a young professional. She is attentive to my requests and quick to respond to any queries I may have.
I would recommend Sie Hua for anyone who appreciates a friendly face and personal touch in how she advises her clients. Thank you for your help!