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.

Mr Francis Gan

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 ;)

Client of Serene Seah

Ms Shenny Tay

Business Analyst at RGF

Derrick is a very knowledgeable, approachable, friendly and trustworthy financial advisor. He is always willing to go the extra miles and explain to me patiently about the policies and plans to make sure I fully understand. He answered all of my questions and gave me as much time as I needed to make the right decisions.

Client of Derrick Chee

Mr & Mrs Fong

My wife and I met Marvin in 2014, he delivers truly professional financial planning services and would always have my best interests at heart. We felt very comfortable with Marvin, he always put our needs on priority and does not pushy or pressure us to buy something that we do not need. He will patiently listen to our needs and requirement, based on his professional knowledge, he will explain to us in details what are the gaps to fill and only offering products that is suitable. I have no doubt in recommending Marvin to any of my friends and family.

Client of Marvin Lai

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Mr Clarence T

Hair Stylist at Hair Philosophy SG

Responsible, reliable and trustworthy Entrusted him with all my investment and insurances

Client of Derrick Chee

Ms Iris Chan

Supervisor

Ewald is an exceptional insurance agent. His patience and non-pushy approach helped me to understand insurance comfortably. He takes time to truly listen to my needs and answer to them accordingly. I highly recommend Ewald to anyone seeking a responsible agent!

Client of Ewald Teo

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.

Client of Garrick Lin

Ms Juliana

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.

Client of Jennifer Kee

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Ms Joyce See

Digital Marketing Manager

Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.

She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)

We're thankful and we know we're in good hands.

Client of Cheryl Huang

Mr Jonathan Yeo

Conference Executive at Events Company

April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.

Client of April Lim

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

AT

Consultant

I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.

I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.

It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.

Well done and keep it up SS

Client of Serene Seah

Ms Nemi Mary

Digital Marketing Executive

I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.

What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.

I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!

Client of Sebastian Yio

Mr Russell

Healthcare Worker

Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)

Client of Danny Lee

Mr Shai

Dj at AOS Collective

I have been friends with Hund for a decade now and he had never try to hard sell me to any policies and insurance. All he offered to begin with was to have a look at what I have to ensure that I was covered as I thought I was. Turns out I wasn't as I had overlooked certain things. Instead of trying to sell me all the major policies or anything that can give himself a higher cut, Hund went through all the policies that believe that would benefit me irregardless of how it benefits him. From then on, I knew what kind of person Hund is, someone who truly care about another person's well being more so than himself.

I would recommend Hund to anybody looking for an FA.

Trust in HUND!

Client of Hund Wong

Emer & Jiajia

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!

Client of Dennis Chiu

Ms Woo Chin Xin

P&G

Alan is knowledgeable and able to provide helpful analysis and comparison of different insurances across competitors. He is also honest in giving his advice.

Client of Alan Lim

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)

Our trusted and collaborative partners

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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

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I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.