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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.
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 ;)
Glad I chanced upon the FB ad that directed me to Shawn. He is very professional, very accommodating with my busy schedule and superbly patient in listening to my thoughts. He portrays a genuine interest in me as a unique individual and he is always "on my side" rather than being more interested in closing any sales.
Whenever we meet, I seem like I'm his only client and never in a rush to finish up a discussion. At events, he always make sure I'm "taken care" of. Super satisfied on his authentic service and professionalism.
Technology Risk Manager
As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.
Hand Therapist
Friendly and prompt in answering my queries. Willing to listen to my requirements before recommending the plans that are suitable for me. 👍
Banker
Danny helped me to restructure my entire family of 5’s medical coverage in 2021. It was a fairly massive exercise as we had to review all existing policies and at the same time, decide what makes sense going forward. Given that we are not experts in medical insurance coverage, he was patient in guiding us through the technicalities and documentation. In his financial planning for myself and my family, he demonstrated mastery in financial planning and provided sound advice for our consideration. Through his analysis on my retirement planning, I could see what are the gaps I need to plug to achieve the desired retirement plan. Danny is personable and extremely easy to work with. It has been a joyful experience and Danny has made something complex like financial planning so easy to grasp and follow. Thank you!
Senior Manager at NCS
Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)
Teacher
I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.
What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.
He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.
Officer at Yusen Logistics Singapore
Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.
Student at NIE
It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!
Engineer at ADI
Pauline has helped me in holistic financial planning for the last ten years. She has provided advice for medical protection, education planning, inventment for better retirement lifestyle. With her taking care of my financial goals, I have a piece of mind to focus on my career and taking care of my family. Thanks,
Supply Chain Management (make) Engineer at Infineon
Andrew's help and advice was invaluable to understanding how to present myself to others and he continues to work tirelessly in guiding the advisors under him even through trying times such as this. Hoping for better years ahead post-Covid and all the best for him and his team.
Analyst
I have known Harris for more than 15 years. His meticulous, faithful and enthusiasm for work has always been inspiring. Other than regular meet up session, he will not hesitate to meet up whenever he sees an opportunity to build up my “empire”. He is extremely patient to share about the market situation and his views on the directions of my investments. He is not a “pushy” person but work within my means. I remember I was losing quite a fair amount of my investment from another financial planner who did not take good care of my portfolio. Harris told me he will try his very best to recover the losses. In less than 2 years’ time, he not only recovered the losses but I have margined up my investments. I would seriously recommend him to anyone who is really keen in growing their investment empire and wanted an accountable financial planner to work with
I am someone who is totally not familiar with insurance products. Andy was kind enough to slowly breakdown the details of various products that suits my requirements at the point in time. He will gladly repeat the confusing parts of it, so that i will fully understand... He has great patience and the service he provides is excellent.
Physiotherapist
Thanks, Darius, for helping me with my financial planning. He is very patient with his explanation and knowledge sharing. He is very considerate, places my needs and goals on top priority and guiding me towards achieving them. He is also very passionate about his job, always ready to help people to secure their financial future and happiness. It is great to work together with such a kind soul!
Director at Elush
A chance encounter and Kayden promptly became our entire family’s trusted financial advisor. He is not only thorough in his analysis but also give appropriate holistic recommendations based on our needs. Beyond the initial consultations, he quickly proved to be highly responsible and dependable when we had to make claims or when updates to insurances have to be made. Since we met him almost 10 years ago, he has been our go-to advisor for all our financial needs. His credibility stood the test of other individuals as well as he also quickly became the go-to advisor for the family and friends that he was referred to.
Self Employed
"I've had the pleasure of working with Alex as my financial advisor for over a decade, and I can't speak highly enough of him. Alex is not just a financial advisor; he's a caring and dedicated professional who consistently goes above and beyond to ensure that my financial needs are met.
One of the things that sets Alex apart is his willingness to go the extra mile when it comes to following up on claims and ensuring that everything is taken care of promptly and efficiently. But what truly sets him apart is his genuine concern for his clients' well-being. Alex doesn't just focus on the financial aspect; he takes the time to check in on me personally, offering assistance and support whenever needed.
Recently, my mother enlisted Alex's services to help with her will, and the experience was nothing short of exceptional. Despite the complexity of the process, Alex approached it with the utmost professionalism and patience. He took the time to explain everything clearly to my mother, ensuring that she fully understood the process every step of the way.
Alex's dedication to his clients and his passion for what he does are truly commendable. I have complete confidence in his abilities, and I wouldn't hesitate to recommend him to anyone in need of financial advice or estate planning services. Thank you, Alex, for your unwavering support and commitment over the years."
I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.
Customer Service Executive at Essentra Pte Ltd
Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help.
APAC Compliance Analyst at Wirex Pte Ltd
April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!
PR Manager at Banking & Finance Sector
I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!
























































