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.

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Mark n Corinne

Retired

We have both had the pleasure of dealing with Dennis and Pauline for some years now - and have nothing but praise for the standard of care received. Professional, meticulous, client-centric and honest in their advice and recommendations. They will go the extra mile for us and are ever patient and clear in their explanations and guidance. We have benefited from the guidance and service received and have no hesitation putting them forth to family / friends. Also impressed with their efforts to give back to society with the work they do to help the less fortunate with financial planning matters that speaks of a genuine interest in the welfare of others that is most commendable and speaks volumes.

Client of Dennis Chiu

Mr Yeo Yong Peng

ERA Realty

Thanks Edward and Edmund from Synergy Financial advisers for fruitfull and comprehensive financial advise. Will refer my HNW clients to them.

Client of Edmund Wee

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Ms Becca

Sales Coordinator at ASSA ABLOY SINGAPORE PTE LTD

Very passionate in her work, friendly, sincere and understanding. Keep up the good job ♡

Client of April Lim

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Kuah Rui Han

Mr Huang I Sung

Project Manager at Hyundai Engineering & Construction

Marvin has been my expert on insurance policies for more than 10 years, helping me to build the protection I wanted for my family along the way, he is trustworthy, knowledgeable and devoted.

Client of Marvin Lai

Ms Tan Fanghui

Sales Ops

Many thanks and much grateful to Ruihan who has helped me so much in taking over and handling my hospital claims so well! Thankful for the availability and dependability that Ruihan really provides! Ruihan also gives me sound advice on my policies and claims and this allows me to have a peace of mind and to make wise life decisions.

Client of Kuah Rui Han

Mr Hiew

I met Derrick in reservist and he has come across as someone I can trust. So, few years later when I need help on my insurance coverage, I contacted him immediately. He is always professional in his approach and never once took advantage of our friendship.

Client of Derrick Chee

Mr Regner Marlon Cacafranca

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.

Client of Shawn Koh

Charles

Project management

I got to know Sean through a friend and I was interested in the investment he was introducing at the time.

He is very friendly, patient and approachable. When I wanted to know more about the investment products he was more than willing to share the information. Dedicated and professional to his job.

Client of Sean Neo

Mr Tan Jun Wen

Throughout the process of reviewing of my insurance policies, Sean was very professional and knowledgable providing the best alternatives for my current policies where I could save on my premiums. Thanks to his review, I am now more aware of what i own and would recommend him for anyone looking to do an independent financial review

Client of Sean Neo

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Mr Timothy Christian Lin

Id at Paint Inc. LLP

I have known Hund for many years. He is understanding towards personal opinions, wants and goals. Nevertheless he never fails to interject his own opinions sensitively from his years of experience to ensure you make a well informed decision when planning your finances. Service with a smile, he has never failed to go the extra mile no matter the situation, even checking up on me and my family every time we are back from vacation or even quarterly to see how things are going. He has always provided service as a human to another human and i have never felt pressured into making decisions when consulting him. One of the best service experiences. I would highly recommend him always to the people around me.

Client of Hund Wong

Diana

Super recommend! Grace is not just an insurance agent, but a trusted advisor who genuinely cares about my financial well-being. They took the time to understand my goals and crafted a personalized plan that fits my needs perfectly. Their expertise and professionalism are top-notch, and I appreciate their patience in explaining complex concepts in a simple way. Highly recommend for anyone looking for a reliable partner in insurance and investment!

Client of Grace Wong

Mr Lai Jiun Yann

Senior Executive at Gao Ji Food Pte Ltd

Mr Derrick is a responsible and efficient person.

Client of Derrick Chee

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and I’ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Client of Jack Chan

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

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

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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.

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.