Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Trusted by our clients

Hear 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.

Ms Chee Sin

I bought insurance through Jaricson, and I’m very impressed with the way he guided me through the whole process. He took the time to understand my needs, explained everything clearly, and made sure I felt confident in my choices.

Jaricson is professional, patient, and genuinely cares about his clients. I truly appreciate his advice and support, and I would highly recommend him to anyone looking for a trustworthy and reliable adviser.

Client of Jaricson Chan

Mdm Lin Sok Huang

Bus Attendant at Silveray Pte Ltd

Having a good finanical planning is important but having a good financial advisor is equally important. Angeline is a responsible, reliable, organised and knowledgeable FA who would go the extra mile to serve her clients. Her product and administrative knowledge are of quality standard as she is always able to give an answer to my queries. At times I would ask the same questions (e.g. when is my premium due?) and yet she would attend to all my queries patiently and promptly. With an excellent attitude, product knowledge and skills, Angeline is a valuable asset to Synergy. My family and I are blessed to have a trustworthy FA like Angeline.

Client of Angeline Ng

Mr Chuen Hee

Pilot

Resourceful and fast to re-strategize with changing client objectives.

Client of Agnes Lim

Ms Olivia

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.

Client of Sean Neo

Mr Lok

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.

Client of Grace Lee

Ms Lee Chau Min

Production Manager

我的经验、让我不会对年轻人或朋友抱信心、因为我试过向他们买保险、之后他们都转行了！多年后的这次、是在好奇心的驱使下、也抱着很久没听到什么最新的保险消息了、就当听听来长知识也罢、又可以不买所介绍的保单为前提、接受了这位朋友小妹的邀约！从一开始了解状况、到讲解现在所需、还能分析不同公司保单的利与弊！她让我好意外！年纪轻轻的她、竟然能够那么从容不迫地让我更容易理解、让我知道现在的我需要什么保障等等！哇！很羡慕这位年轻人的魄力！我只能说、这位小妹是前途无量的！能够把老来生活规划交给她安排、我很放心！！

Client of Olivia Loo

Mrs Agnes Tan

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!

Client of Danny Lee

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Mrs Jane Wang Yuxia

Hairdresser at Ustyle

Good

Client of Ng Tiac Pin

Mr Kevin Liew

April provides me with professional advice in selecting my policies and assists me with any claiming processes in a very efficient manner. She does not sell me unnecessary policies that I do not require, only what I need based on my current lifestyle.

Client of April Lim

Mr Lai Jiun Yann

Senior Executive at Gao Ji Food Pte Ltd

Mr Derrick is a responsible and efficient person.

Client of Derrick Chee

Ms Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Mdm Ho Koh Him

Full Time Home Maker

Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.

Client of Edward Shee

Mr Lawrence Yip

CMO / Senior VP

Pei Chi has been my personal financial advisor for many years. She is very knowledgeable, engaging and professional. She takes care of my investment and insurance policies and most of them have given favourable returns and a good peace of mind. Regularly, she updates on key trends and how my funds are performing giving sound advice. In recent years, my family members have also taken policies through her.

Client of Soon Pei Chi

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Mr Chan

Retiree

Eva has been my agent for past few years. She is responsible , dedicated and helped me on my claims successfully. She helped me plan for my retirement as well.

Client of Eva Tan

Mr Vincent Lim

Alan is able to provide concise information and is able to plan for me in accordance to my needs.

Client of Alan Lim

Mr Benny Goh

Scm

I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything

Client of Marvin Lai

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Ms Winnie

Elden exhibits high level of professionalism in his work. Would like to thank him for taking the time to understand my financial goals and personal values. His expertise and thoughtful guidance have been invaluable to me and my 2 daughters. He takes pride in delivering good service and always keep us informed about market trends and update us on the performance of our investments.

Client of Elden Wong

OUR CREDIBILITY JOURNEY

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.