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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.










Policeman at Singapore Police Force
Jason has allowed me to understand insurance and investment better as he was simple and clear in his pitch.
Operation Manager
The most responsible, approachable and committed advisor that I know. One thing I like about him is that he does not hard sell.
My wife and I met Marvin in 2014, he delivers truly professional financial planning services and would always have my best interests at heart. We felt very comfortable with Marvin, he always put our needs on priority and does not pushy or pressure us to buy something that we do not need. He will patiently listen to our needs and requirement, based on his professional knowledge, he will explain to us in details what are the gaps to fill and only offering products that is suitable. I have no doubt in recommending Marvin to any of my friends and family.
Analyst
April has a great understanding of products and people. While insurance/financial planning is a daunting endeavour for many, my experience with planning alongside April was fuss-free and enjoyable. April provides the most direct solutions to address the needs of the average Singaporean. I would highly recommend speaking to her directly if you have been procrastinating on your own financial/insurance planning!
Director at FamilyWise
My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!
I had a fantastic experience consulting with Adeline to find the right insurance plan. She guided me step-by-step through the entire process, explaining every single detail with incredible patience and always taking the time to answer all my enquiries. Her advice was thorough and comprehensive, making complex choices feel simple and manageable. I would definitely reach out to her again in the future, and I highly recommend her to anyone looking for an adviser who truly takes the time to care for your needs! 🤩
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.
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!
HR Practitioner
Adeline has looked after my financial planning since 2019, and over those years she has come to advise my mother and my sister as well. She started by educating me - the instruments, the risks, the returns - so that I could decide rather than defer. Recently, she recommended something with higher risk and higher return and I resisted, she did not push. She took the trouble to understand what sat behind my resistance, then immediately came back with alternatives that showed she had actually heard me. That is rare. Her annual policy summary reports are just as clear, and she now holds our family's picture as a whole, across generations. I trust her with it.
Teacher
Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.
Finance
我很感恩你的真心以及帮助。你的工作以真心处事,真的是一份很有意义的工作。我希望你能在工作的同时能够帮助更多的人。继续加油也希望你能积更多的福报。
Self employed
I like the clear explanations, patience, and genuine care shown throughout the consultation process. Thank you for making financial planning easy to understand and for taking the time to address my concerns without any pressure.
I also appreciate the thoughtful advice provided to my nephew. The guidance given was practical, easy to understand, and helpful in building a strong financial foundation at a young age. It is reassuring to work with someone who is sincere, attentive, and committed to helping clients make informed financial decisions. I look forward to a long-term partnership.
Reconciliation Specialist at Schroders
Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me
Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd
Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.
Pilot
I've known Lucky for almost 20 years, since we were schoolmates. He has always been genuine, reliable and trustworthy. These traits are essential in someone that manages your personal matters. When I found out Lucky was in this industry, I reached out to him and have never felt more assured since he started helping me manage my portfolio.
Admin Manager at SMU
Well-combed hair, long sleeve shirt, and a briefcase – a typical financial advisor, that was my first impression of Darius. Darius inherited my portfolio when another financial advisor (FA) left the industry, and we met up to sign the paperwork to finalise the transfer.
After being my agent, we meet up about once a year, when my policies are up for renewal. Darius would go through my policies with me then, and after one year, I would have forgotten many details. Long story short, Darius pleasantly surprised me by always being extremely patient and re-explaining things. Additionally, he did not give me the feeling that he was putting up with my questions because I am the client and genuinely answered my queries.
Darius took the time to understand my needs and concerns, and though this is something that all FAs do, Darius did it with professionalism and kindness. No concern was taken lightly no matter how inconsequential, and no judgement passed.
He planned my portfolio not to give himself the best commission but to give me the best value and growth. He made sure that all my concerns (no matter how small) are addressed. There’s a saying that “Talking about money spoils a relationship”, well that is entirely not true with Darius. Darius changed my impression of FAs, and he truly is a gem in the industry.
Shine On Darius!
Investment Professional
A few qualities I really appreciated from Sean:
If you’re looking for a financial advisor who’s knowledgeable, ethical, and easy to work with, I’d highly recommend Sean at Synergy Financial Advisers. He brings both technical expertise and a human touch to financial planning.
Teacher
I would like to express my sincere appreciation for Yvette’s exceptional guidance. She took the time to patiently walk me through how to start investing and customised my entire portfolio, ensuring I understood every detail and felt confident in the decisions we made together.
She also made extra effort to make me feel assured. Her professionalism, clarity, and genuine care have made a significant difference in my financial journey.
Thanks to her thoughtful advice and consistent support, I have seen meaningful growth in my investments. I am truly grateful for her dedication and for always putting my best interests first.👍
After experiencing significant losses in my investment portfolio, Elden stepped in and quickly made a meaningful difference. Within just a year, thanks to his thoughtful restructuring and proactive approach, I began seeing substantial gains—helping to reduce the previous paper losses. Elden takes the time to understand my expectations and consistently explains the reasoning behind his recommendations, giving me confidence and clarity. I truly appreciate his dedication, transparency, and professionalism.
Civil Servant
I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.
Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.
Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.