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 Leeann

Executive

I have not regretted having Derrick handle my policies for my whole family. He understands and recognizes our insurance requirements accordingly, and does not just recommend standard plans. He is knowledgeable, friendly and ready to help. I would not hesitate to recommend him to anyone. Thanks Derrick!

Client of Derrick Chee

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Kaishan

Me and Maeva have know each other for 13years. She been very friendly n patient to advise me, my familys and friends. When you have a question or need someone to advise, she always reply fast n clear to you. I will definitely recommend her to everyone. Well done Maeva you did a great job 👍

Client of Maeva Huang

Mr Tang Xun

Engineer

Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.

Client of Derrick Chee

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

Uma

Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!

Client of Andy Seo

Mr Vetri

Associate Engineer at Global Foundries

Tiac pin guided me in a right way as a financial adviser and I’m grateful for that. Besides i admire his patience, knowledge and the effort he’s putting in to make our life better than what it is. I would gladly recommend him for my fellow colleagues and friends.

Client of Ng Tiac Pin

Mrs Tuoanh Ly

FP&A Senior Manager at Richemont

Derrick has always been very professional and knowledgeable, responding fast and in a precise way to our various requests. We always felt in good hands with Derrick and would highly recommend him!

Client of Derrick Chee

Prof Gianmarco Radice

Keef has proved to be a very informative and reliable adviser, both in terms of financial planning as well as insurance coverage. He provided ample evidence to support and explain his recommendations, and was happy to answer any and all of the many questions I regularly asked. Happy to come to my place of work for meetings, was always on time and always called one or two days in advance to confirm and remind me of our meetings.

Client of Keef Lim

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.

Client of Maeva Huang

Ms Glenys Yin

Senior Consultant at Hays Specialist Recruitment

Tiac Pin is a dear friend and a fellow bowler (a very good one!). He is a friend that you can always count on when you need help and he always goes the extra mile. His reliability was something that gave me confidence to leave my financial portfolio in his hands. Prior to Tiac Pin, I already had policies with other agents. But he took the time to review and studied the gaps in my policies even when he did not need to. You are in safe hands if you are working with Tiac on your policies!

Client of Ng Tiac Pin

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Elaine

Senior UX / UI Designer

Keef is a friend for many years. Knowing his character firsthand and how knowledgable and passionate he is in the sector, he was easily the first person I reached out to for advice recently when I needed a professional to advise me on upgrading my insurance plans.

I appreciate how Keef took time to get to know my goals and current financial situation before researching and proposing plans he thought might be suitable. What I feel sets him apart was his patience and willingness to share and answer my questions, and he is not afraid to share his honest opinions with me, as long as he feels it’s beneficial for me. He is very sincere during our meetings and always made me feel trusted and respected, hence I would truly highly recommend him to my friends and family (or anyone for the matter) for any financial and insurance planning services!

Client of Keef Lim

Mr Joel Cheah

Operations Executive at Livingstone

It was a pleasant experience buying a policy from jody. she was patient and capable in explaining the variety of policies available and addressing any queries i had. I feel that jody is an advisor who is genuine about addressing her clients’ needs. she is firm but never pushy. i would gladly recommend jody to my friends who are in need of more coverage.

Client of Jody Lee

Mr Edward

Marketing Consultant at clickTrue Pte Ltd

Serene has been more than just my financial advisor for the past five years; as family, she's become a trusted partner in my financial journey. What truly sets her apart is her unwavering understanding and patience, taking the time to truly listen to my needs.

She doesn't just focus on immediate gains, but thoughtfully crafts a long-term plan that encompasses everything from general wealth building to comprehensive financial security.

Her dedication is remarkable; even when I went silent for months, she persisted with gentle follow-ups, demonstrating her commitment to my well-being.

If you're looking for a financial consultant who is both diligent and deeply caring, someone who will follow through and prioritize your long-term financial health, I wholeheartedly recommend Serene.

Thank you, Serene, for your invaluable guidance and support!

Client of Serene Seah

Cheryl J

I have known Keef for several years. He has proven himself to be truly knowledgeable in wealth management. Very happy with his friendly yet professional approach in helping me with my financial planning. Have recommended him to friends.

Client of Keef Lim

Ms Thamarai Selvi

Nurse

I had a great experience working with Mr Leslie. He took the time to thoroughly explain all the options and made sure I understood everything before making any decisions. I really appreciated that he wasn’t pushy or aggressive about the plans, but rather focused on finding the right fit for my needs. His professionalism and clear communication made the whole process smooth and stress-free.

Client of Leslie Teo

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.

Client of Kuah Rui Han

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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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