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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
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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.
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.
Medical Laboratory Technologist at Singapore General Hospital
Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.
Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.
General Sales Manager at Hock Tong Huat Pte Ltd
I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.
Retiree at Retired
When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.
Head of Sales Representation at Oppo
Alan is a very patient and conscientious adviser that plans for his clients according to their specific needs. I feel that he is very different from the many other financial planners that I have spoken to as he caters to my needs and gives a comprehensive advice of what is essential for my personal financial planning for protection and wealth accumulation. He offers reliable service and I am happy to have an adviser that is concern for my needs and well-being. Great job!
Implementation Director at a fintech company
Working with Nova has been an excellent experience. She is incredibly proactive in keeping me updated on how my portfolio is performing and regularly shares my earnings with clear and timely explanations. What I appreciate most is how closely she monitors market movements and carefully reviews economic trends to make well-informed decisions that help maximize my returns.
Beyond her expertise, Nova is always approachable, patient, and willing to take the time to answer my questions. She makes every discussion easy to understand and provides thoughtful guidance whenever I need advice. Her professionalism, dedication, and genuine care give me great confidence that my investments are in good hands. I highly recommend Nova to anyone looking for a knowledgeable, trustworthy, and caring financial adviser.
Audit Assistant at Ernst & Young
Rui Han is unlike any Financial Advisers i have encountered. Instead of pushing random products to me, he firstly understands my situation and my needs before introducing the policies to me. He gave me a thorough analysis of different products in the market which allows me to make sound decisions. Honestly, he broke the stereotype i had for financial advisers. Would recommend him to people who needs financial planning!
Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!
Application Support Executive
My journey with William started with a simple question: how much should I spend on renovating my first home? He guided me with practical advice, grounding his suggestions on the realities of HDB costs while also taking into account my circumstances and long-term goals. That conversation opened my eyes to the bigger picture of financial planning and set the foundation for a more intentional approach to managing my finances.
Since then, William has helped me gain a deeper understanding of financial literacy and the importance of risk management, including getting the right basic coverage in place. He explains concepts in a way that is easy to grasp, and always ensures I understand why certain steps matter before recommending them.
What I value most is William’s patience, clarity, and genuine care—he doesn’t just provide solutions, he empowers me to make informed choices with confidence. With his background as a teacher and his commitment to constant upgrading, I trust that I am well supported not only for my current needs but also for my future goals.
I’m truly grateful for his guidance, and I would not hesitate to recommend William to anyone looking for a financial advisor who puts people first.
Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd
Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)
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.
I first got to hear of Jennifer through two friends who mentioned her name around the dinner table. That immediately piqued my interest and Jennifer did not disappoint. Her personable and no hard selling approach bodes well with me and I genuinely appreciate how she has my best interests at heart.
As my life priorities evolve, Jennifer was able to provide nimble solutions to help manage my wealth and income. She is responsive and makes time to meet/speak/text no matter where I am physically. Having had a nightmarish FA in the past who went MIA, Jennifer's dedication is a breath of fresh air. Naturally, that gave me confidence to refer her to some friends who have also shared very positive feedback on Jennifer's level of professionalism.
Marketing
Andy has been following up as my FA for few years, I am extremely satisfied and assured with his knowledge and capabilities in this field. He makes it a point to explain to my queries which can happen randomly or frequently. He does follow up with calls and tries his best to simplify terms or conditions of policies when I do not understand them. When I do have doubts regarding my existing policies or new policies, he will answer them as soon as he can. He also does a great job in keeping me up to date on policies which I may require at certain stage in my life so I am insured properly.
Pauline Lau has been my agent for many years. When I was admitted to hospital for day surgery, she always tried her best to answer my enquiries clearly and promptly. She also provided kind assistance to me on submission and appeals for my case. Pauline is a great agent who not only know my needs but also an agent to count on.
Education Officer
I first met Nova at the gym, which was the start of a beautiful friendship. Her incredible drive and determination naturally extend from fitness into her work as a financial adviser. Despite her busy schedule, she brings a warm, personal touch to every client relationship. With her proactive monthly updates, I feel completely secure knowing my finances are in such trustworthy hands.
Director at Havas Group
Chandrika is a great financial advisor with an eye for Long term goals and returns. She patiently helps people evaluate their requirements and helps them get to a mix of right product portfolio. More than an advisor she’s a Friend and takes personal interest which is very heartening.
Sie Hua is quick to respond and easy to chat with. Thank you for your professional advice and insight in my financial planning journey. Looking forward to growing together as we move forward in the years to come.
Document Controller
Please meet Cheryl, my financial adviser. I got to know her through my friend. Cheryl is really different from the previous agents that I have met. She is not only attentive and she understands what I want and she is also very patient to clearly let me understand my current portfolio. I am very sure you will not regret meeting her.
Sell Employment
I appreciate Roger's quick response to my enquiries and his professionalism in handling my case.
Thank you so much to Yvette, the beautiful and generous lady from your company, for helping me find a reliable insurance policy. She explained insurance knowledge to me with her professionalism and patience. She also helped me with my family member’s claims. Thank you very much!









