Working together to achieve financial freedom

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

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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.

Tan Joon Hui

Garrick is committed and provide good advice whenever you require it. Recommended!

Client of Garrick Lin

Mr Nick

User Experience Executive

Danny has been a inspiring leader throughout the years that I've been working alongside with him. He is someone who constantly challenged me to do bigger and better things, back me up during difficult times, have the flexibility to solve problems in an ever-changing workplace and treat others with dignity and respect

I've always been thankful to have Danny as a role model and I've learnt great personal and professional skills from him through the journey working with him.

Thank you for being a great mentor.

Client of Danny Lee

Andreas Eggert

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.

Client of William Seah

Ms Carolyn Yong

Marketing at Shopee Singapore

I'm grateful for my financial advisor's (Brandon Lee), unwavering dedication. His meticulous approach ensures I stay well-informed about the latest policy changes, and his insightful advice has not only secured my financial future but also provided peace of mind. I appreciate his commitment to helping me plan and navigate life's financial journey.

Client of Brandon Lee

Ms Cordelia Koh

Reinsurance Technician

I have known Harris for over two decades, and throughout this time, he has consistently demonstrated integrity, professionalism, and genuine care for his clients. What sets Harris apart is not just his technical knowledge, but his patience in explaining complex financial matters in a way that is easy to understand. He takes the time to understand individual needs and always recommends solutions that are practical and aligned with long-term goals. I have full confidence in his advice and would not hesitate to recommend him to anyone looking for a trustworthy and dedicated financial adviser.

Client of Harris Mak

Ms Valerie Ng

Interior Designer

Magdeline's expertise, professionalism, and dedication have truly made a positive impact on my financial well-being. Her ability to listen attentively and understand my specific needs immediately put me at ease.

Currently she is handling my family members's portfolio, would definitely recommend her to anyone seeking expert financial guidance and support.

Client of Magdeline Son

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

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

Mr Chong Zhi Yao

Head of supply planning and operations at ExxonMobil Corporation

Weiqi has been more than just an army buddy – he has become my trusted advisor for all my financial needs. His prompt and professional service, combined with his ability to provide clear and valuable advice, has been truly exceptional. Over the years, he has consistently supported me, not only in securing the best insurance coverage for my family and me but also in helping me stay on track with my health and fitness goals as a reliable gym and nutrition partner. I have complete confidence in Weiqi’s expertise and will continue to rely on him for my family’s financial and insurance needs.

Client of Ong Wei Qi

Mrs Chan Mei Lian

Tele at SME Republic Advisory

I know Wei Qi when I'm working as a telemarketer in Singlife. At the point of time I was working for him thru my manager. Only heard his name but never meet him in person. I refer my sister for eldershield. He became my sis agent. Last year our trip at GuangZhou we encountered typhoon The claim was nt acceptable to us he went to the extra miles & did his best to do the claim for us again. Thru my mum hospital plan issue I met him up in person & he gave me advice on my mum plan & my policies also. The first impression he gave me was a easygoing, friendly, helpful & most important he was nt pushy at all. I refer to my 2 gals they bought fm him accident plan & saving plan. After he shared the plan wth us he gave us time to think & consider nt in the urgency want to close the plan. Will do referral wth no hesitation.

Client of Ong Wei Qi

Mr Benson Lee

Project Specialist at Vortex Corporate Management Pte Ltd

I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.

What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee

Client of Eva Tan

Ms Grace

HR Manager

I am delighted to share my exceptional experience working with Yvette as our employee benefits manager.

After putting in much effort in comparing across various insurers, Yvette has been instrumental in transforming our employee benefits program into one that is both comprehensive and fits into our desired budget.

One of the key strengths of Yvette is her ability to communicate complex benefits information in a clear and accessible manner. This has greatly improved our employees' understanding and utilization of the benefits available to them. The clarity and transparency Yvette provides have fostered greater satisfaction and engagement among our staff.

Client of Yvette Yap

Ms Maureen

Nurse

Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!

Client of Teo Jia Min

Ms Kim

Nurse

Edward has been really attentive towards all my financial concerns and went an extra mile in order to come up with the best suitable individual plan.

Client of Edward Shee

Ms Mellisa Kanaiya

Administrator at Hellermann Tyton Pte Ltd

Dear Darius,

First of all, I would like to thank you for assisting and planning on what is best for our newborn which save us a lot of time researching across different platforms. In addition, you've done a great job on the explanation and recommendations on our financial planning for me and my husband which gives us a better understanding of what is needed in priority at our current stage. We appreciate your effort and would look forward to meeting you soon for our upcoming financial planning. Great to know you by your name for the past few years from QY and I finally get to know you in person now! I would definitely recommend you to my friends and family who require financial advice. Once again thank you, my new friend! 😊

Client of Darius Tan

Jacob

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Client of Derrick Chee

Mr J L

Senior financial analyst

I started working with Ruihan when I needed help planning for my insurance needs and organising my investments. From our first meeting, he took the time to understand my goals, explain complex concepts in a way that was easy to understand, and backed his recommendations with facts and figures. Ruihan was always professional, responsive, and made me feel confident in the financial decisions we made together. Thanks to their guidance, I now have a clearer path for my insurance and investment needs, and feel much more in control of my finances. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice.

Client of Kuah Rui Han

Ms Sandra

Derrick has been a good financial advisor who is prompt in reply and never fail to keep me update on my policies. Once again, thanks for being so supportive

Client of Derrick Chee

Ms Jess

I got to know Yvette through my sister. She was friendly and patient when explaining to us during the meeting. I have gained new knowledge and perspective from what she shared.

It was an interesting and insightful meeting. What sets her apart from other advisers, is that she is not pushy and she takes the time to understand my financial goal and creates a tailored strategy to help me in achieving it.

From retirement planning to investment advice, her professionalism and expertise have given me the confidence and peace of mind I need for the future.

Client of Yvette Yap

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.

Client of Ewald Teo

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

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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I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee