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 Casey

Events Planning And Marketing

Hund has gone above and beyond to ensure that the suggested policies are best suited to address my concerns and financial capabilities, providing essential advice and clear strategies without pushing boundaries. He goes the extra mile by providing me with different options and explaining the contents of various policies available, breaking them down into easily digestible information that allows for easy understanding. Hund is also readily available to address any queries that I may have in regards to my insurance and investment plans. I would highly recommend him if you are looking for an accommodating advisor with clear insurance and risk management strategies in mind to assist you in your financial goals.

Client of Hund Wong

Mr Huang

Civil Servant at Mindef

He is a very friendly and polite advisor. During my policies review he took time to explain to me on the policies l had and advice me on what sort of protection l lack to improve my protection. He very quick and responsive to my questions and query. Overall, l would recommend him to my friends in the future.

Client of Ng Tiac Pin

Mr Alex

I was introduced to Derrick years ago, and it was a great decision to stick with him since then. He had proven to be a hardworking and reliable individual who cares for his clients. He responds in a timely manner to requirements and requests, so I have no qualms with reaching out to him for any related advice or questions. Always friendly and honest, I have peace of mind when dealing with him for all my policies as I know that I can trust him to look out for my interests. Appreciate your help and friendship throughout this time, Thank you Derrick!

Client of Derrick Chee

Ms Carol Lim

Claims Executive at Aviva

Thank you Darius for helping so Me, Weilong and my 2 kids on our financial planning over this years. His motto is 'Placing and planning based on our needs and budget'. He is not pushy which we like. Darius has make a critical decision for me years ago after reviewing our port filo which makes me port over to him and stay with him as our FA ever since and now with 2 kids which he will be continuing doing so.

He is now not only our FA but our friend as well. Trusting him is a good choice and the best decision i have ever made.

I feel that he possesses the ability to listen and empathise with us on what we really need.

When comes to insurance policies and planning, i highly recommend him.

Thank you for your help all this years and if your are looking for a insurance agent, he is the one.

Client of Darius Tan

Mr Edward

Marketing Consultant at clickTrue Pte Ltd

Serene has been more than just my financial advisor for the past five years; as family, she's become a trusted partner in my financial journey. What truly sets her apart is her unwavering understanding and patience, taking the time to truly listen to my needs.

She doesn't just focus on immediate gains, but thoughtfully crafts a long-term plan that encompasses everything from general wealth building to comprehensive financial security.

Her dedication is remarkable; even when I went silent for months, she persisted with gentle follow-ups, demonstrating her commitment to my well-being.

If you're looking for a financial consultant who is both diligent and deeply caring, someone who will follow through and prioritize your long-term financial health, I wholeheartedly recommend Serene.

Thank you, Serene, for your invaluable guidance and support!

Client of Serene Seah

Mr Yee Tze

Analyst

I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor.

Client of Alfred Seng

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

Mrs Liyana

Waitress at Fish & Co

Sean has a pleasant personality. He is very approachable. He is able to answer my query with honesty. Sean follow ups was commendable. Cos I'm always busy and reply very late to his messages. But yet he was very patience.

Client of Sean Neo

Mr Julian Sum

Solutions Architect

Garrick is always professional, friendly, contactable, reliable, approachable and the list of good qualities goes on. He is always prepared to go the extra mile in helping his clients even knowing that there wouldn't be any commission for doing so. The years of knowledge and experience he amassed will provide his clients with a peace of mind and I have total faith in his recommendations every single time. Choosing Synergy FA was a no-brainer as they offer a wide range of products from different providers in order to cater to individual needs. If you are looking for an advisor then look no further!

Client of Garrick Lin

Mdm Chin Li Yoon

Account Assistant at Ong Chwee Ling Pte Ltd

我认识的保险从业员，象Angeline Ng 那样能够运用流利的华语和我溝通，講解保险内容的是很少，她工作时很认真地解释，让我明白。能认识她也是缘份。动手术时，她会在电话或WhatsApp 告诉你如何走保险的程序，让我安心。术后复健看医生等单据的索償，不懂时她也会帮你呈上，让我不会觉得烦琐而无所适从。。 Angeline Ng 是一个很好的保险从业员。谢谢你，Angeline Ng.

Client of Angeline Ng

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

Sophia

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!

Client of Dennis Chiu

Ms Foo

Legal Officer

Yvette has been a great help in consolidating and reviewing my insurance policies, including policies that I have held for more than 30 years. This gave me a much clearer understanding of my existing coverage and whether it still meets my current needs.

She also helped me review my investment portfolio, including investments I had previously purchased through the bank. With her guidance and advice, I was able to recover my previous losses and achieve gains from my portfolio.

I truly appreciate her professionalism, patience and dedication in helping me manage both my insurance and investments more effectively. Her advice has given me greater confidence and peace of mind in my financial planning.

Client of Yvette Yap

Ms Jie Ling

Teacher

Rui Han is a friendly and reliable advisor to work with. He is always ready to reply and assist with any queries that I have regarding financial products/insurance. I can feel his genuineness and passion in this line of work and would recommend Rui Han to friends looking for an IFA.

Client of Kuah Rui Han

Violet

I appreciate Sie Hua's advice and help in supporting me through being financially prepared as a young professional. She is attentive to my requests and quick to respond to any queries I may have.

I would recommend Sie Hua for anyone who appreciates a friendly face and personal touch in how she advises her clients. Thank you for your help!

Client of Tay Sie Hua

Raul

Andy is warm, friendly and sincere. Rare to find someone with such attention to details. Definitely someone you could count on in insurance as he knows his things thoroughly. Highly recommend him!

Client of Andy Seo

Benson Yeo

Private Banker at CitiBank

Wow, I gotta say, Lucky really knows how to break things down! He doesn’t beat around the bush or try to sell me on anything. He just lay it all out in a simple and straightforward way. I love that because it gives me all the information I need to make a decision without any confusion.

Client of Lucky Lim

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Mrs Rinette Leong

Early Childhood Educator

Hund is very friendly, accommodating and understanding. He addresses what is needed for every phase in life and suggest policies or plans that are most suitable to fit and is not pushy. He doesn’t insist when I am not comfortable with the prices of plans but aims to find one that is financially more suitable for me at different phases in life. He has been my agent for 6 years coming and I always feel very assured.

Client of Hund Wong

Mr Yeo Kay Wee

Senior Manager at Soka Gakkai Singapore

Angeline Ng has been my wife and my financial advisor since 2002, she has helped us not only review all our insurance policies, but she also helps us to understand what each insurance is for and what we need. She is a responsible, reliable, organized, and knowledgeable financial advisor. Recently, I had heart surgery, and because of the claims, I often called her, no matter what time, she attend to all my queries patiently and promptly. Thank you for helping us to understand what each insurance for and to be our financial advisor, which we can fully depend on.

Client of Angeline Ng

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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She doesn't just focus on immediate gains, but thoughtfully crafts a long-term plan that encompasses everything from general wealth building to comprehensive financial security.

Her dedication is remarkable; even when I went silent for months, she persisted with gentle follow-ups, demonstrating her commitment to my well-being.

If you're looking for a financial consultant who is both diligent and deeply caring, someone who will follow through and prioritize your long-term financial health, I wholeheartedly recommend Serene.

Thank you, Serene, for your invaluable guidance and support!