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 Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

Andreas Eggert

Teacher

I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.

What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.

He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.

Client of William Seah

Mr Ng Chee Wee

Project manager at Builder 265

Ewald is helpful and patient. He is also very resourceful. He summarised all my existing policies and helped me with my estate planning. I am very happy with what he planned for me.

Client of Ewald Teo

Mr LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.

Client of Hans Chen

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Miss Samantha Goh

Manufacturing Engineer at Micron Singapore

Jack’s platform as an independent consultant provides a wide range of financial products, ensuring decisions are tailored to my needs. His performance-oriented approach optimized my policies, alleviating cashflow strain and enabling me to invest in my future.

Jack’s genuine care, attention to detail, and dedication have earned my trust, and I’ve confidently referred my family and colleagues to him.

Client of Jack Chan

Mr Johnson Kwong

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.

Client of Jaricson Chan

Mr Tan Kian Wei

Pilot

When I first met Jia Min, I already had an existing agent; Despite this, I admired that she did not hard sell, and instead pointed out the bigger truths which gave me so much more clarity for what constitutes proper planning. Blink of an eye, I’ve engaged her for 4 years already, and all this time, I have continued to feel at ease leaving my investment and insurance planning with her! Her warm demeanor and personal touch makes me feel well taken care of.

Jia Min is an advisor who walks the talk. She recommends suitable investments to me and does this by drawing reference to her own investment portfolio, which she is very actively invested in. She doesn’t exaggerate investment returns and makes investing very applicable to my real life! Her knowledge in the field and attention to detail makes me feel rest assured. Grateful for an advisor turned friend, thank you Jia Min!

Client of Teo Jia Min

Mr Kelvin Tay

Assistant Manager at Gov Sector

I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future.

Client of Alfred Seng

Mr Derrick Er

Boutique Manager at Bell&Ross

It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor.

Client of Derrick Chee

Mr Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

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

Mr Billson Lai

Yvette is kindest, caring, honest-direct, and approachable individuals I know and the most experienced financial consultants. Her customer service is excellent. Her positive and professional attitude helped turn any of my stressful situations into easy solutions because she not only cares about her job, but she also cares even more about her clients. I met Yvette consultants , she did follow up and update me on my investment portfolios diligently. She followed up and kept me updated on my investment portfolio and market situations diligently. Even when the market is down and my investment portfolios are not doing well, she will update me honestly and without hiding anything. I am really glad to have known Yvette and also as my financial consultant. She is so very helpful and friendly. I truly appreciate the exceptional service she provided me with. Highly recommended Relationship Manager Financial Advisor ( Yvette Yap Han Qian )

Client of Yvette Yap

Mr Fitzkhoon Liang

Hon Sec Gen at Singapore Life Saving Society

Jun Qi has been an outstanding advisor to the Singapore Life Saving Society. She has gone above and beyond in reviewing our insurance needs, ensuring that we receive the best possible coverage and deal. Her thoroughness, professionalism, and attention to detail have been exceptional, and she consistently provides clear, comprehensive advice that helps us make informed decisions.

I highly recommend Jun Qi for any organization seeking a dedicated and knowledgeable financial advisor who always puts the client’s best interests first.

Client of Tan Jun Qi

X.L

Operations Manager

Andy is very knowledgeable about his job, and has been helpful explaining me everything I need to know about insurance. Always friendly and professional, Andy is also quick to respond to any question or concern. Great service.

Client of Andy Seo

Mr Keith Khoo

Senior Executive at NEA

Finally! I found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. It’s clear that Cheryl worked very hard to find the best value for our homeowners insurance, even in spite of the fact we had some unusual circumstances. She was extremely patient and informative. She completed research in a very timely manner. I appreciate also that you used your experience and expertise to help save money on those policies.Thank you!

Client of Cheryl Huang

Mrs. Vijaya Durga

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Since the day one we met Mr. Elden so friendly and he listened to our requirements and explained effortlessly on various products and address all our inquiries showcased his proficiency and deep industry knowledge.

Working with Elden was a pleasant experience as he not only understood our requirements but also customized plan to meet them effectively.

We will recommend Mr. Elden 100% to other my friends and my husband's colleagues for any of the services needed.

Client of Elden Wong

Ms Tan Xian Ngoh

Therapist (Rehab)

Alan is professional, clear and articulate in his explanation of the different plans.

Client of Alan Lim

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.

Client of William Seah

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

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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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.

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.