Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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.

Dr Boon

Data Scientist

For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

As a specialist in insurance issues, he is always aware of the benefits and drawbacks of each and will provide you the solutions that are ideal for your individual circumstances. He has made it possible for me to have adequate protection against accidents and medical issues without having to spend a fortune, for which I am thankful. He has been quite prompt in responding to my inquiries and handling certain administrative matters, and he will keep you updated at every stage of the procedure.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.

Client of Jarius Kan

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Mr Sean

Material Executive

Kimberly is a great person with great character and has client's best interest at mind. I am grateful for her thoroughness and time spent to make sure my needs are well covered. She is highly committed to her profession, and I have no reservation recommending Kimberly to any of my friends and family.

Client of Kimberly Tan

Mr Danny Phang

I'm always impressed by Chalysta's passion in keeping up to date on all the insurance and financial product so she can advice on which product is best for her clients or optimize existing portfolio. I would strongly recommend Chalysta to whoever that is keen on getting the best for your insurance coverage as well as advice for your mid or long term financial planning.

Client of Chalysta Sim

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Tan Yi Jun

Ms Grace Lee

Linda is very dedicated to her job and knowledgeable in her products. Her patience and detailed explanation of her products has given me the confidence in entrusting my financial planning requirements with her. She is also very responsive to my queries and proactive in checking if I require any follow up actions from her.

Client of Linda Quah

Mr Jay Ho

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!

Client of Derrick Chee

Mr Jay

Full-time Ns (nsf)

Rayers has been a very well-informed and insightful advisor. Providing us with timely updates and proper reasoning between switching of certain funds and simplified updates on the current global financial situation. His decisions are made on the basis of having customers' needs coming first, ensuring that every individual needs are met and that the benefits are most optimised.

As dry as certain topics may be, he tries his best to cover each topic in a comprehensive but simple to understand way. His dedication in ensuring every single one of his clients is knowledgeable in the field is a very honorable action.

Client of Rayers Sia

Ms Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

Mr Z

Engineer

Aaron is clear and concise in his explanation. He also elaborates and answers the relevant questions to the point. Overall he is a straightforward person who can be trusted for advice.

Client of Aaron Chua

Melissa

Olivia goes above and beyond for her clients, regardless of whether it’s a small or big policy. I purchased a policy for my pet and she was very patient in explaining the policy to me, and helped me understand which plan is most suitable for my pet. She was even willing to share pet caring tips with me as I’m a first time pet owner. I am grateful to have met an advisor like Olivia. Thank you!

Client of Olivia Loo

Ms Chai Peng

Financial Controller

I’ve been with Elden for over a year now, and the experiences have been exceptional. Not only has my portfolio seen fantastic growth of double digits returns, in addition, Elden took the time to truly understand my needs holistically. I am now adequately covered through tailored insurance solutions, giving me immense comfort knowing me and my loved ones are well protected. It is rare to find an advisor who balances high-level investment performance with such genuine care for a client’s holistic well-being. Highly recommended!

Client of Elden 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

Ms Evelyn Tan

I have known Marvin for many years and had been my financial advisor. He is a very nice and patience guy and will never forced you to purchase any product if you are not ready yet.

He makes a great friend to be with and still possess the professional side of his profession.

Client of Marvin Lai

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

Ms Bea

Student

i was introduced to her by one of my relatives and after meeting her for the first time, i felt like my dreams as a student was possible. she did her best in trying to make every single one of her client’s dream possible at a certain age. she is very warm and friendly, which made me open up to her easily and i could vibe with her very well too. She taught me more about financial independence and how i should spend my money while sustaining my happy lifestyle now. I gained knowledge advice from her and i definitely will recommend to my friends if they need a planning to do.

Client of Agnes Lim

Jingxuan

Brandon is trustworthy and responsive and someone with humility. He is passionate in his work where as he is easily approachable to talk and ask him questions to clarify any doubts and ultimately there is no pressure to purchase the products from him. I appreciate his help so far for helping to manage my policies. Thanks Brandon

Client of Brandon Lee

Ms Aurora

Program Manager, Operations

Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.

Client of Hans Chen

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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For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.