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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
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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.










Department Manager at Isetan Singapore
Dereck Chee is my family insurance agent that we trust.
Library Assistant at ISEAS-Yusof Ishak Institute
Although I just get to know Linda about a year ago but she has guided me and gave an idea how to settle my financial matters. She also had gave me an advise.
Business Development Manager
Having known Serene for close to 10 years, she has been a diligent and focused adviser.
Prompt and serious in her work, she is always doing her best to be updated with the latest product offerings in the market and economic happenings.
Always energetic and going over and beyond, i recommend Serene to anyone seeking a knowledgeable , prompt and reliable adviser.
Home maker at Not applicable
I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.
Director in Non Food, BET & Unity buying at NTUC FairPrice Ltd
Jaricson Chan has been super helpful and easy to work with. Always clear in explaining options and really reliable. I feel much more confident about my finances now.
Bank Officer
Been with Adeline for 10 years now - she has always been very informative and detailed in her research across all products suitable for my financial needs at different stages of life. Reasonable with her policy suggestion and never pushy. Trust her to do the ground work for me so that I can make an informed decision. Recommend her for long term planning.
Engineer
My wife got a call about Eldershield upgrade. Since she doesn't have one she agreed for the meet up.
Mr Shawn came to our place & explained clearly about Eldershield upgrade. I then asked him about personal accident insurance and any investment recommendations.
What I like about Mr. Shawn's recommendation is that it's not limited to 1 insurance policy. He presented to me the 4 best policies based on cost and benefit. From there, I get to decide on my own which one suits my needs.
On the investment side, he presented an overview of the 10 year plan, the breakdown of payments and potential gains over the years.
All in all Mr. Shawn showed a very professional assessment of financial products and is very accommodating in all our queries.
Wealth Planning Manager at DBS
Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou
Researcher at Nanyang Technological University
Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.
IT Director
I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan.
To Mr Elden Wong,
"I had the pleasure of working with a remarkable financial adviser whose expertise and professionalism were evident in every interaction. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking financial guidance and support , and for those who are still sitting on the fence of choosing your advisers don’t even hesitate to contact him!”
Application Support Executive
My journey with William started with a simple question: how much should I spend on renovating my first home? He guided me with practical advice, grounding his suggestions on the realities of HDB costs while also taking into account my circumstances and long-term goals. That conversation opened my eyes to the bigger picture of financial planning and set the foundation for a more intentional approach to managing my finances.
Since then, William has helped me gain a deeper understanding of financial literacy and the importance of risk management, including getting the right basic coverage in place. He explains concepts in a way that is easy to grasp, and always ensures I understand why certain steps matter before recommending them.
What I value most is William’s patience, clarity, and genuine care—he doesn’t just provide solutions, he empowers me to make informed choices with confidence. With his background as a teacher and his commitment to constant upgrading, I trust that I am well supported not only for my current needs but also for my future goals.
I’m truly grateful for his guidance, and I would not hesitate to recommend William to anyone looking for a financial advisor who puts people first.
Senior Consultant - Digital Solutions
Adeline is very detailed in helping me to understand every policy that I have and planning for my financial goals. She clearly knows her stuff and is one easy going person that do not put pressure on me for any policies purchase. She also work very efficiently and is very responsive to all my questions. Definitely recommend her and wish that I would have known her earlier.
Willynn has been very helpful in explaining financial and insurance products, and in advising us based on our needs.
Head of HR
My company was looking to renew and revise our corporate insurance plans but it was time consuming and complicated for me to review. It was indeed a blessing to have Tynn help me navigate, screen and recommend the right plan for us. Through her relationships with the various agencies, she was able to "tailor made" a comprehensive and cost effective plan. She did an excellent job in ensuring that we transit from our old plan to the new one.
Engineer
What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!
Admin Assistant at NTUC Income
Eeks is very professional and passionate in her job. She is very knowledgeable and will go the extra mile to ensure I get the best out of my money. I met her through a recommendation from a close friend as I was experiencing some difficulty with my previous adviser. Her knowledge in insurance and investments not only gave me back the confidence in having a financial adviser, she has helped reduced a significant amount on my yearly insurance premiums while enhancing my coverage. Most notable was her efforts to ensure I was able to secure an insurance policy on standard terms while my previous insurer gave an extra loading due to my past family’s pre-existing. Thank you so much Eeks for all the help that you have rendered to me and my loved one during this period of time!
Adminstrative Assistant at Yishun Health Campus
Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!
Customer Experience Management Lead at NTUC Income
I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.
Logistic at Mentor media
Very hard working. Keeping me update news and health care. Would recommended to my friends who wishing to join the insurance policy.