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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.
Director
I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.
I am impressed with Ida’s professionalism. She was also detailed and showed patience in her explanation to my many queries. I will definitely look for her if I require new policies and recommend to my friends.
Operations Manager at SOLA
Li Zhen is the right person that provides expert financial guidance. She provides meticulous care and shown patience every occasion. Working with her has been an absolute pleasure, surpassed our expectations greatly.
Li Zhen was dedicated to understanding our unique needs, unwavering attention to details. She tailored a comprehensive plan that not only addressed our current requirements but also anticipated future needs.
She has the ability to navigate the complex financial products while staying within our budget constraints, ensuring that every coverage was preciselyh what we needed and nothing more. This is a testament to her expertise and commitment.
Despite our numerous questions and uncertainties, she remained composed and took time to explain every aspect of our plan in detail. Her patience not only instlled confidence in us but also making sure we can make informed decisions in future.
We wholeheartedly recommend her to anyone in search of a financial advices.
Thank you Li Zhen !!!
I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)
April is truly helpful and trustworthy. She recommended possible plans based on my needs and answered all queries of mine with great patience and efficiency. April is really responsible and responsive. Much appreciated!
Nurse
Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!
Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!
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.
Accounts Executive at Manulife Singapore Pte Ltd
I have known Tiac Pin since NS days and he has always been a close Friend. Because of our friendship I trust and believe in his advise when it comes to financial planning. Friendship aside, his advises are sincere and well thought out. I don't feel pressured to purchase anything and he is always open to me getting second opinions. He is a good Friend and a good advisor and will always be my go to advisor for discussion.
Lawyer
Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.
Senior Consultant
Wilson was very clear and detailed in his explanation. He helped me map out my financial goals and explained to me what I can do to ensure that I stay on track. I was impressed by his knowledge and insights that he was able to share and I felt that the session was very beneficial. I strongly recommend Wilson if you are looking for someone to guide you in your financial planning.
HR Consultant at CVista HR Consulting Pte Ltd
Ewald is a good team player who always makes everyone feel good whenever he is around, he has been in the Insurance line for the past 8 years, he has proven himself to be truly knowledgeable in wealth management. With Ewald's expertise, I can be assured that my insurance needs are well taken care of. He is not a hard-sell nor over-promise, he listens and provides a suitable financial plan suitable to his clients' comfort. He is also a good listener, empathetic and able to provide valuable insights, guidance and advice from different perspectives. I will recommend his service to anyone (friends & family) who requires a dedicated advisor in their financial planning journey, and I am lucky to have met him to be my financial advisor!
April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.
Educator
Before I started working with Elden, I knew almost nothing about finance, and to be honest, the whole topic felt pretty overwhelming. But from the moment we began, he made everything feel surprisingly simple and approachable. He has a way of breaking things down so clearly that even someone like me—who came in with very limited understanding—felt comfortable following along.
What I appreciated most was how patient he was throughout the entire process. I never felt awkward asking questions, even when they were basic or repeated. Elden always took the time to walk me through each idea in plain, everyday language, and he used practical examples so I could actually picture what was happening. Nothing ever felt rushed or complicated for the sake of it.
It’s clear he knows his field inside and out—investments, insurance, portfolio structure, market trends, you name it. But what stood out is that he never tried to push products or overwhelm me with information. Instead, he focused on what made the most sense for me and explained why each step mattered.
Thanks to Elden, I feel far more confident about my finances than I ever thought I would.
Senior Treasury Analyst
Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D
Sales
“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance
Manager at MOHH
I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.
As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.
What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.
If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.
Therapy Assistant at Adventist Nursing & Rehabilitation Centre
I am very pleased to have Yvette as my Service Advisor. When I first met Yvette, she patiently explained to me on coverage for Activities Of Daily Living and she also ensures I am sufficiently covered for my insurance coverage.
Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!
























































