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.

Jerome Chan

Fire & Rescue Specialist

Having known Hund for quite awhile. He is a conscientious and thoughtful person. Knowing my financial background, he make extra effort to explain the contents of the product. It enables me to make sound decision with my investment. He has consistently call to check and offer solution to my financial needs from time to time. Thanks.

Client of Hund Wong

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 Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Mr. SANGCHAT PHOWADON

Area manager at Gopizza

Rave has been a great advisor. He listen and explain everything in detail for easy to understanding. Thanks

Client of Rave Peh

Ms Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!

Client of Vivian Peh

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Ms Zoey Tan

Teacher

I was recommended by a friend of mine to Adeline. Adeline is very enthusiastic and knowledgeable about the work she does, and always takes the initiative to ensure that everything is fine. I trust Adeline with my plans and feel very assured that she will be there to answer and clarify any doubts I have. If you require someone to look after your best interests, you can count on Adeline to be the right person.

Client of Adeline Low

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Ms Mark & 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 Pauline Lau

C P Wong

Elden exposed me to another view of Financial Planning. I appreciate him sharing insights of the market in general, and also strategies for specific sectors and counters. I've gained much from his teachings.

Client of Elden Wong

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

Mr Jonathan Yeo

Conference Executive at Events Company

April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.

Client of April Lim

Mr Kiron Chahel

Account Director at CBRE

Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron

Client of Pauline Lau

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

Mr Tong TF

Analyst

Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.

Client of Elden Wong

Mr Darren

Software Engineer

I met Elden coincidentally just after the game Elden Ring came out. Since then he has become a valued part of my financial planning and retirement forecasting. Working with Elden has been an incredibly positive experience. His patience and dedication stand out in every interaction. He takes the time to explain everything clearly and thoroughly, ensuring I always feel informed and confident about my financial decisions. I truly appreciate his professionalism, integrity, and the genuine care he brings to his work. I would highly recommend him to anyone seeking thoughtful, knowledgeable financial advice.

Client of Elden Wong

Ms Isabella Toh

Civil Servant at MOE

I got to know Eric from a colleague. I find him sincere and friendly, knowledgeable and warmth. He is clear in his explanation whenever I have doubt. He is people oriented. He knows his clients well and find out the needs of individual before he plans for product that is beneficial for his customer. I have made good profit under his recomnendatiob within a month of investment. Thank you very much, Eric.

Client of Eric Lim

Darren Kong

Operation Executive

She is not pushy, a very good adviser and gave me a good update for review for my investments. Thank you Jiamin!

Client of Teo Jia Min

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!

Client of Ting Chaur Fon

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.