Get in touch with our career team!
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
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.
Supply Chain Management (make) Engineer at Infineon
Andrew's help and advice was invaluable to understanding how to present myself to others and he continues to work tirelessly in guiding the advisors under him even through trying times such as this. Hoping for better years ahead post-Covid and all the best for him and his team.
Technician
Garrick was knowledgeable, professional and has done an outstanding job of evaluating my needs regarding insurance. I could not have been any happier from the service i received from him.
Sie Hua is quick to respond and easy to chat with. Thank you for your professional advice and insight in my financial planning journey. Looking forward to growing together as we move forward in the years to come.
Educator
April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.
Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd
I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.
In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.
Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.
I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.
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!!
Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.
Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.
Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!
Civil Servant
I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.
Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.
Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.
Relationship Manager at Synergy Financial
"The growth and development of people is the highest calling of leadership." —Harvey S. Firestone I'm very grateful & thankful for my boss past 3 years. In 2022 I wasn't working for 6months , having undergone wrist implant surgery. I still rem when my boss calmly said : focus on recovery. I felt assured as I wasn't emotionally & mentally prepared for my long recovery ahead. She's a leader who is always decisive even under stressful situations, to see & lead our agency to clear direction. Most importantly, she always has a heart for people. I look forward to many more years under her leadership and believe I can still achieve more.
IT Consultant at DBS
Working with Hans Chen has been a reassuring and positive experience. He is meticulous, approachable, and takes the time to truly understand his client’s situation before offering advice. His recommendations are thoughtful, transparent, and never sales-driven. Hans is someone I trust and would readily recommend to others.
PR Manager at Banking & Finance Sector
I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!
Marvin was very patient and easy to talk to! He does not hard sell or shoots down products from other insurers but rather gave me an insight of which product bests suits me. Also very friendly and considered my financial capacity before recommending me any product!
Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd
Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)
Fitness Trainer at Jflow Fitness
Sean is super helpful to offer and sort out all my messy policies during our first meet up. I think I couldn't have done it without his help. He was very patient, he reviewed and advised me on my existing policies based on my finance goal which we have discussed. He pointed out that I was paying more and getting less with some of my existing policies. So we made the necessary adjustments and my focus now is to stick with the plan. He has always follow up closely with me, and I entrust my finance planning to his professionalism.
Document Controller
Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!
Cheers, Nura
Elden Wong has been managing my investment portfolio for about a year, and I am very pleased with the results and the level of service he provides. As my financial consultant, he has demonstrated strong knowledge in unit trusts (U.S. stock markets), offering thoughtful and well-researched recommendations that align with my financial goals.
I appreciate Elden’s professionalism, patience, and clear communication. He takes the time to explain investment options and strategies in a way that’s easy to understand, which gives me confidence in the decisions we make together.
In just a year, I’ve seen positive growth and feel assured that my investments are in good hands. I highly recommend Elden Wong to anyone looking for a dedicated and trustworthy financial consultant.
Manager
I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!
Client Management at Aviva Ltd
I first joined the financial services sector in Jan 2010 - it was with Synergy. Being totally new in the industry, I required plenty of guidance and training. Andrew has been providing strong support since day one without fail. He is extremely giving when it comes to sharing knowledge and important concepts, and you can tell this is because he a firm believer of the work that he is doing. Many times, I would be inspired by his driven work attitude, and that kind of motivation was exactly what I needed as a new advisor. In addition, Synergy is such a dynamic platform. They have focus groups comprising of highly experienced individuals providing the best resources to us. Processes are constantly and routinely being improved and streamlined to improve the effectiveness of its goals towards its customers, and the efficiency of its advisors. Many times, I had thought to myself that Synergy is the right company for me simply because it is always on the leading edge - always improving and evolving. The knowledge and work attitude I have learned from Synergy and Andrew have proven deeply valuable to me in this industry. I am certain that Synergy will continue to grow and prosper. Cheers to Andrew - to continued good health and success!
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.