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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.










ERA Realty
Thanks Edward and Edmund from Synergy Financial advisers for fruitfull and comprehensive financial advise. Will refer my HNW clients to them.
Marketing Director
It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!
Scm
I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything
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.
Teacher at Skool4kidz
Kimberly对客户的关怀理解和专业的知识令我印象深刻,她总是尽心尽力为客户提供最合适的保险方案。她的耐心和细心让我感到放心,清晰的沟通能力也使得购买保险变得简单易懂。她是一位出色的保险销售员。
Asia Finance Director at Technology Industries
When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.
Finance Manager
I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.
Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!
Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.
Contracts Manager
To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!
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!
Buyer at Watsons
I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.
Technology Risk Manager
As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.
Admin & Accounts Assistant
In these 20 years, Dennis has served our family with much patience, dedication & sincerity. He takes time to understand our needs & requirements and balancing that with our limitations, he often manages to recommend suitable solutions that see us through the years & beyond. He presents new ideas that eludes us sometimes & that’s what makes us more appreciative of his professional recommendations. His calm demeanor & words of assurance gives us a sense of security as we continue entrusting him in meeting our financial goals. Dennis, from our family to you, thank you!
Head of Sales Representation at Oppo
Alan is a very patient and conscientious adviser that plans for his clients according to their specific needs. I feel that he is very different from the many other financial planners that I have spoken to as he caters to my needs and gives a comprehensive advice of what is essential for my personal financial planning for protection and wealth accumulation. He offers reliable service and I am happy to have an adviser that is concern for my needs and well-being. Great job!
Associate Director at Synergy FA
I am writing this testimonial to express my utmost admiration and appreciation for my boss, Lifen, who has been an exceptional leader in the insurance industry.
Lifen's remarkable leadership skills and extensive knowledge of the insurance industry have played a pivotal role in our team's success. With her strategic vision and ability to navigate complex challenges, she has consistently steered our team towards achieving outstanding results. Lifen's commitment to excellence is unwavering, and she sets high standards for herself and the team, inspiring us to reach new heights.
One of Lifen's greatest strengths is her exceptional ability to communicate effectively. She clearly articulates goals, expectations, and strategies, ensuring that everyone on the team is aligned and working towards a common objective. Lifen fosters an environment of open dialogue, encouraging the sharing of ideas and perspectives. Her approachability and willingness to listen have created a culture of collaboration and innovation, where every team member feels valued and motivated to contribute their best work. Lifen's dedication to the growth and development of her team is truly remarkable. She recognizes and harnesses the unique strengths of each individual, providing opportunities for professional growth and advancement.
Lifen actively supports her team members, offering guidance, mentorship, and constructive feedback. Under her leadership, I have had the privilege of acquiring new skills, taking on challenging projects, and expanding my knowledge in the insurance industry.
I wholeheartedly recommend Lifen to any organization seeking a visionary leader who can inspire teams, drive results, and create a supportive and thriving work culture. Her unwavering dedication and remarkable leadership qualities make her an invaluable asset to any team.
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.
Sales Manager
Jiamin was introduced to me by my sister, who recommended her to me as she is warm and knowledgeable. After meeting her a couple of times for my policy review, she is indeed genuine, as she was fine with me asking about alternatives insurers besides the one recommended to me.
Also, unlike most agents I've met, I opened up to her quickly as she is very friendly. I'm glad to have her as my adviser!
Data Analyst at DBS
I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!
Cheers!
Accounting
Rui Han was really patient and informative, taking time for my financial planning and explaining to me in detail about each aspect. There was absolutely no hard selling and he even helped me save on my insurance and increase my coverage
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!!
NUS Social Work Undergraduate at NUS
Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!