Working together to achieve financial freedom

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

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.

Mr Shi Xiulin

Software Engineer

Jason is very friendly and knowledgeable. He is able to explain the plans in an easy to understand manner, and really help me consider every aspect of the plan according to my needs. Really thankful for his time and dedication.

Client of Jason Choo

Ms. Rachael Lee

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.

Client of Serene Seah

Mr Donny Wee

Sap Consultant at DW Consulting Pte Ltd

I have known Derrick Chee from the 1st policy I bought. He was meticulous in his attitude towards my well being and needs. Derrick is a dependable agent whom I can text to check out my queries. He was also able to goldfind similar products for a lower premium, bring more value to my policies. I am honoured to know Derrick has my back. Tireless agent, caring bro.

Client of Derrick Chee

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Ms Chuwa Wee Ling

Registered Nurse

Alfred has been very patience in explaining to me on my insurance policies. He will always help me to understand. There were a few policies where he had help me with and I have benefited from his professional service. Will continue to seek his advise for this!

Client of Alfred Seng

Mr C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Mr Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Mr Vinod Iyer

Software Development Lead at Recreo Financial Technologies, Sydney

I have been a client of Chandrika since early 2012 while I was living in Singapore, and still continue to enjoy the best of the financial advice that I can get from her. I would highly recommend Chandrika’s services. She has assisted me with my complex financial needs and I have been more than happy with the results. She is also very prompt in her communications and follow-ups. I have referred a number of my friends and family to Chandrika and they too very happy with the guidance received. I will definitely continue to rave about her services.

Client of Chandrika

Mr Tong TF

I have worked with another Synergy advisor prior to Elden. The previous advisor's performance was lagging to say the least, partly due to lack of communication and partly due to the swing in the market. Upon my questioning, Synergy assigned Elden to me. Synergy should have been more proactive in monitoring advisor performance to safeguard clients, and institute early intervention. My experience with Elden is very different from the previous advisor. Elden has been proactive in providing me with regular updates. His view on the market has been right so far. Elden has help reduced my negative portfolio significantly but it is still 10% below when I started with Synergy years ago. 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. One last thing. I would like to encourage Elden in his annual review with clients to share the annual historical value of the clients' portfolio to demonstrate the value he has created for his clients.

Client of Elden Wong

Ms Ong Mary

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.

Client of Kamen Kwok

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Ms Ellie Eng

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.

Client of Linda Quah

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Mr Jeremiah Teo

Professional Trainer at Charisma Academy

As a knowledgeable and data-savvy Financial Planner with more than 15 years of experience in the industry, Harris has proven to possess remarkable financial foresight and commendable investment acumen in providing sound advices whenever we meet for follow-up sessions. In addition, he never fails to take time required to explain and help me comprehend rather complex rationales behind investment principles and common oversights faced. I would highly recommend Harris if you are looking for a responsible and proactive Financial Planner with strong investment and risk management insights.

Client of Harris Mak

Mdm Sandy Chong

Retiree

Pei Chi is very knowledgeable and professional in looking into suitable plans for me, presenting the different financial & retirement plans available which are suitable for my consideration taking into consideration what plans I already have in place. She sells plans to me with heart and passion taking into account my condition and situation. Never once that she does hard-selling.

I would highly recommend Pei Chi to any potential individual who are looking into financial and retirement planning as well as in looking into investment plans for earning other source of potential income.

Client of Soon Pei Chi

Jadason Wang

Talent Acquisition Executive at Beyondsoft

My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!

Client of Danny Lee

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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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.

I wholeheartedly recommend Serene to anyone seeking a compassionate and knowledgeable financial advisor and friend.