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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.
Product Manager at Biotechne
I would like to recommend Josselyn as an Finanacial Adviser who not only prioritizes their clients' needs but also goes above and beyond in fighting for their claims. With Josselyn, you're not just getting a dedicated professional but a true advocate who works tirelessly to ensure that your needs are met and your claims are handled with utmost care and efficiency. Josselyn exemplifies what it means to be customer-centric, understands their needs and recommends what is needed.
Engineer
I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.
Homemaker
Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!
Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!
Head, Business Development - Women’s Network at SPH Magazines Pte Ltd
I’ve always felt in good hands with derrick handling my investments. Never needed to bother deep into details as he will always recommend the best for me. And will alert me if he feels my funds are not performing. Also he’s ever ready to answer any queries I have, even if he doesn’t have the answer in hand, he will make sure he’ll check and get back to me. It’s impeccable service!
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.
Engineer
I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)
Engineer
Aaron is clear and concise in his explanation. He also elaborates and answers the relevant questions to the point. Overall he is a straightforward person who can be trusted for advice.
I am very comfortable working with Derrick as he has always exhibited a high level of professionalism and ethics through the years and I feel assured that my portfolio is in good hands as he's always one step ahead in alerting me of circumstances which I may not have foreseen and that he has my best interests at heart.
M&E Executive at Colliers International (Singapore) Pte Ltd
Linda has been a understanding, responsible and knowledgeable adviser. She is always willing to go to the extra mile to provide me with professional advice when I need some. She will understand my requirements and needs and cater for them. To me, Linda has done more than just an ordinary adviser. Keep up the good work, Linda!
Senior Scientist at Samsung Biologics
Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.
HR and Operations Manager
I have known Serene for over a decade, initially as a colleague and then a dear friend. Though we lost touch for a time, when we reconnected, I was happy to discover she had transitioned into financial advising.
Serene has been an unwavering support system for me and my family throughout our financial journey. She's consistently available, offering guidance and reassurance at every turn.
What truly sets her apart is her patience and understanding. There are no 'stupid questions' with Serene – she always listens attentively and provides clear explanations. Her responsiveness is incredibly valuable to me, especially during times of uncertainty as I can be quite anxious on financial and insurance matters. Especially when my daughter had to be hospitalised, she was there for me no matter the day or time.
More importantly, Serene goes beyond simply managing finances. She genuinely cares about my well-being, and that of my family's. She takes the time to understand our needs and financial capacity, always prioritizing what's truly best for us.
I wholeheartedly recommend Serene to anyone seeking a compassionate and knowledgeable financial advisor and friend.
Marketing Director at ERA Singapore
Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.
Project Manager
Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.
Media Planner at Warner Bros. Discovery
We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA.
Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints.
Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.
Senior Tax Officer at IRAS
Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.
She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.
Project Manager
I have known Rayers for over 10 years and he has always been a supportive friend in many ways.
As an advisor, he has given me many great advise and taught me alot. His insights and foresight for investment has broadened my horizon and a great help in my portfolio.
Hotel Operations
Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.
Senior Treasury Analyst
Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D
























































