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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.

























































Roger Lim was not the first financial adviser representative that I have engaged. However with his sincerity, transparency and clear explanation of plans available, it convinced me to appoint him to be my financial adviser representative. With his continuous efforts to provide prompt response to my enquires, I have entrust him to take care of the insurance needs for my family and the clinic that I run.
HR manager at % Arabica
I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.
Product Marketing Exec at Rarespawn Ventures
Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs.. Maeva's knowledge of finance is impressive, and I trust her guidance completely
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!!
Associate Director at Synergy FA
I am writing this testimonial to express my utmost admiration and appreciation for my boss, Lifen, who has been an exceptional leader in the insurance industry.
Lifen's remarkable leadership skills and extensive knowledge of the insurance industry have played a pivotal role in our team's success. With her strategic vision and ability to navigate complex challenges, she has consistently steered our team towards achieving outstanding results. Lifen's commitment to excellence is unwavering, and she sets high standards for herself and the team, inspiring us to reach new heights.
One of Lifen's greatest strengths is her exceptional ability to communicate effectively. She clearly articulates goals, expectations, and strategies, ensuring that everyone on the team is aligned and working towards a common objective. Lifen fosters an environment of open dialogue, encouraging the sharing of ideas and perspectives. Her approachability and willingness to listen have created a culture of collaboration and innovation, where every team member feels valued and motivated to contribute their best work. Lifen's dedication to the growth and development of her team is truly remarkable. She recognizes and harnesses the unique strengths of each individual, providing opportunities for professional growth and advancement.
Lifen actively supports her team members, offering guidance, mentorship, and constructive feedback. Under her leadership, I have had the privilege of acquiring new skills, taking on challenging projects, and expanding my knowledge in the insurance industry.
I wholeheartedly recommend Lifen to any organization seeking a visionary leader who can inspire teams, drive results, and create a supportive and thriving work culture. Her unwavering dedication and remarkable leadership qualities make her an invaluable asset to any team.
Grace is dedicated, and always commited to finding the best insurance solutions for me. Through the years, she always goes above and beyond, providing personalized guidance, and ensuring I have the coverage I need as I progress through different stages of my life. Besides, despite having built a good rapport over the years, she still takes the time to thoroughly explain coverage options and answer all my questions.
Grace is definitely a reliable advocate, guiding me through the claims process efficiently and ensuring a prompt resolution all these while. This level of support and dedication I have been receiving from her exceeded my expectations and solidified my trust in her expertise!
Procurement at DSTA
I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.
Consultant
I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.
I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.
It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.
Well done and keep it up SS
Lawyer
Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.
Banker
Alfred patiently gave good and clear explanations on the product.
Student
Rayers is a motivated and knowledgeable financial consultant that has helped me start my journey towards financial independence. He answers any doubts regarding my finances and given advice according to my situation and goals.
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
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.
Director at Zia logistics
I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.
What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.
Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.
I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.
Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.
I am truly looking forward to continuing to work with him long-term to grow my retirement funds.
Doctor
Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.
Educator
Working with Elden as my financial advisor has been one of the most reassuring experiences I’ve had when it comes to managing my finances. From the very first meeting, he took the time to walk me through the entire landscape of investing in a way that felt clear and manageable. I never once felt rushed or overwhelmed. Instead, he broke everything down step by step, checking in often to make sure I understood each part before moving on.
What stood out most was his patience. He never made me feel embarrassed for asking basic questions or for needing certain terms explained more than once. Financial jargon can be intimidating, but Elden handled it with a calm and steady approach that put me at ease. He translated complex concepts into everyday language and used real examples to help me see how everything worked in practice.
Elden is also incredibly accommodating. He made himself available whenever I needed clarification, whether it was over a call, message, or during our scheduled meetings. He always listened first before giving advice, and he took the time to understand my goals, risk comfort, and financial situation before recommending any strategy.
His depth of knowledge is obvious. Whether it was insurance, investments, portfolio allocation, or market trends, he explained the purpose behind each decision and how it aligned with my long-term plans. I appreciated that he never pushed products or made me feel like I was being sold something. Instead, he focused on what would genuinely benefit me.
Thanks to Elden, I now feel more confident and informed about my financial future. I’m grateful for his guidance, and I would wholeheartedly recommend him to anyone looking for a trustworthy, knowledgeable, and patient financial advisor.
Interior Designer at Home Hut Interior
Rave has been a great advisor over the years that i have been with him. His well versed in the products shows much professionalism in what he is doing. He listens diligently also explains everything in detail for easy understanding for the proposal that he recommend. I am am more than satisfied for the service that he had given. I would highly recommend Rave if you are looking for an agent. Thumbs up!👍🏻
Assistant Professor at SMU
Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.
Healthcare Worker
Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)