Get in touch with our career team!
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.










Ben is exceptionally good, efficient and professional. Works 24/7 and is very courteous and helpful. Not many of such qualities these days. And very responsible which is of utmost importance!
Engineer at Sembcorp Marine Integrated
Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!
A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈
Sales Manager at Apps Systems Service
I got to know Serene through my wife, and I am truly grateful for her guidance and support as my financial adviser.
Serene has helped me with my retirement planning and provided valuable advice that gives me confidence and peace of mind about my future. She is knowledgeable, professional, and always takes the time to address my concerns patiently. No matter when I reach out, she is incredibly responsive and reliable—something that is very rare to find nowadays.
What I appreciate most is that Serene genuinely cares about her clients. Her dedication, attentiveness, and willingness to go the extra mile make me feel at ease knowing that I am in good hands. She has earned my trust through both her expertise and her sincerity.
I wholeheartedly recommend Serene to anyone looking for a trustworthy, responsive, and caring financial adviser. Thank you, Serene, for your excellent service and support. Keep up the great work! ❤️👍
Cyber Security Engineer at ST Engineering
Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.
Sincere and extremely helpful, goes out of her way often
We have engaged Pauline for more than a decade now and are always moved by her passion to help others, her down-to-earth and personable approach, and willingness to go out of her way to help. Whenever we have any questions relating claims, we can always count on her to help us to process these in a quick and hassle-free manner. She does not hesitate to share her experience, knowledge and expertise to help us make better decisions. Thank you Pauline!
Settlements Analyst at Axicorp
Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future.
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!
Sales Manager
Darius has been most helpful and detailed in explaining the insurance policy to me.
He is someone whom I can trust to do the financial services for myself.
I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.
Accountant
Eeks is my trusty agent that takes care of my entire family's portfolio. She is very professional, attentive and caring towards our family needs. She would go through the policies wordings thoroughly to ensure we understand fully. She is very honest about the different products, sharing both the pros and cons of each product and allowing us to make our own decision comfortably, unlike many other pushy agents out there. She is very efficient and resourceful, quick to reply and advice us well on any problems we face. We are extremely grateful to have met her and have her as our agent! I highly recommend her!
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.
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!
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.
Tele at SME Republic Advisory
I know Wei Qi when I'm working as a telemarketer in Singlife. At the point of time I was working for him thru my manager. Only heard his name but never meet him in person. I refer my sister for eldershield. He became my sis agent. Last year our trip at GuangZhou we encountered typhoon The claim was nt acceptable to us he went to the extra miles & did his best to do the claim for us again. Thru my mum hospital plan issue I met him up in person & he gave me advice on my mum plan & my policies also. The first impression he gave me was a easygoing, friendly, helpful & most important he was nt pushy at all. I refer to my 2 gals they bought fm him accident plan & saving plan. After he shared the plan wth us he gave us time to think & consider nt in the urgency want to close the plan. Will do referral wth no hesitation.
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!
Researcher at Nanyang Technological University
Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.
Manager
What really stands out about Elden is how much heart he puts into everything he does, especially when it comes to his clients. He’s always prompt in his responses whenever I have questions, thoughtful in his approach and understanding my financial situation/needs and being proactive in delivering the best possible outcome for my investment portfolio. Over the years of knowing and working alongside Elden and I can honestly say he’s one of the most dedicated and sincere FA I’ve met. Elden takes the time to explain his recommendations clearly and always ensures my portfolio is well-positioned, optimized and so I never felt in doubt or have to care or worry about how the cyclical economic outlook may impact my portfolio - and my portfolio has shown steady growth throughout. Appreciate his sincerity, consistency and trustworthiness. Highly recommended Elden!
Construction Manager at Sato Kogyo (S) Pte. Ltd.
He is great in terms of communicating with me. He explained clearly & easily to understand. He looks after the well being of the cloent and not just for his own sake. I felt that he is trustworthy on our first conversation and confident enough in terms of his job. Looking forward to have a great connection with him. And hopefully my investment will be taken care. Thanks
Director, client engagement, APAC
I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)
Client
I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.