Get in touch with our career team!
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
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.
Analyst
I have heard good things about Derrick and the good impression more than doubled to good rapport after he serviced me as his first-time client. An extremely personable advisor who does not mind inconveniences at his end and who gives me the confidence that he can be counted on for follow through and thinks for his clients' interest as his core servicing value. Very prompt updates and is patient throughout his answering of the nuts-and-bots questions. Happy with his competency in selection options for me and the bonus of enjoying an authentic friendship with such a high EQ person. So! THANK YOU Derrick yoz!
Relationship Manager at OCBC
Jia Min is a very sincere and genuine financial advisor whom I can trust and rely on for any financial advice, handling of policies and technical queries. She goes the extra mile to make sure that I understand what I’m purchasing and genuinely wants the best policy fit for me. Appreciate how she is so open with sharing all her financial and investment knowledge and is ever so willing to listen whenever I need any advice. It’s been a pleasure being under her care and I would highly recommend Jia Min!!
I have known Serene as a friend, and she has been managing some of my investments. From the very beginning, I was impressed by her professionalism, attentiveness, and genuine commitment to understanding my financial goals. Serene took the time to explain complex concepts in simple terms, ensuring I felt confident and informed every step of the way.
One of the moments that truly stood out was during a market downturn—Serene proactively reached out to discuss my portfolio, offering reassurance and strategic adjustments that not only protected my investments but also positioned me for growth. Her calm demeanour and proactive approach turned what could have been a stressful situation into a moment of trust and clarity.
I genuinely appreciate her dedication and the personalized strategies she crafts to suit my evolving needs. Her expertise and client-focused approach make all the difference. Thank you Serene!
Engineer at ADI
Pauline has helped me in holistic financial planning for the last ten years. She has provided advice for medical protection, education planning, inventment for better retirement lifestyle. With her taking care of my financial goals, I have a piece of mind to focus on my career and taking care of my family. Thanks,
DIS Military Officer at Singapore Armed Forces
Jack stands out as a financial advisor who truly listens and understands my goals. Unlike others, he wasn’t pushy and continued adding value even when I was hesitant. Over time, his growing expertise and tailored advice impressed me.
Jack's ability to align strategies with my ideas, adapt to market changes, and provide clear insights has built my trust and confidence in him as a genuine wealth advisor.
IT Programmer
I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.
Civil Servant
I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.
Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.
Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.
Chubb
Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right and advised you on possible funds switch to optimise your investments based on market opportunities. I placed my complete trust in Elden to professionally manage my retirement funds prudently.
Product Manager
Aaron is a very professional and patient financial advisor . He will try to understand my needs and financial situation and propose the plan that fit my financial goals.
CEO and Technologist
Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.
Manager at JTP PTE LTD
A dedicated and well knowledged financial adviser. Eric's step by step financial & health planning which was easy to understand and definitely meet your needs and wants. Not to forget a generous and easy going person who was my financial adviser to friend now!
Senior Graphic Designer
When I first met Fiona, it was about 10 years ago. I was a fresh graduate with a monthly income of $1600. With her step to step guidance, I am achieving my dreams and getting my own house next year! This is really encouraging and exciting. She is genuinely happy for me and even gone the extra mile in helping me on my housing issue!
She has never felt that I am a just small account. She is always trying her best to help me in planning my finances. I am very impressed by her professionalism. She gives her advice based on what is good for me, and not to just earn the commission from me. This is very different from other agents. In addition, Fiona is very responsive and fast whenever I need help or any clarifications.
I want to thank Fiona for her excellent help and service that she has provided me.
If you looking for an advisor, I am highly recommended Fiona, with zero doubt!
Best, Jacob
Executive
Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.
Marketing
Andy has been following up as my FA for few years, I am extremely satisfied and assured with his knowledge and capabilities in this field. He makes it a point to explain to my queries which can happen randomly or frequently. He does follow up with calls and tries his best to simplify terms or conditions of policies when I do not understand them. When I do have doubts regarding my existing policies or new policies, he will answer them as soon as he can. He also does a great job in keeping me up to date on policies which I may require at certain stage in my life so I am insured properly.
I am grateful for the guidance and expertise my financial advisor has provided. Her knowledge, attention to detail, and commitment to my financial goals have helped address certain gaps and brought me peace of mind. She is attentive to questions, takes the time to listen, and simplifies complex terms to ensure I understand them better. I feel confident recommending her to anyone seeking a good advisor, as she prioritizes her clients’ interests and does not rely on hard-selling tactics.
Events Experience Manager
Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that I like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statistical reference and case study to aid our decisions which I will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.
Quality Manager at Celestica
Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.
Educator
April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.
I am deeply grateful for Danny’s guidance and support as my financial advisor. Although I’ve only recently sought his help, Danny’s sincerity and genuine concern for my financial well-being have been evident from the start. His calm and approachable demeanor immediately put me at ease, and I’ve come to trust his advice wholeheartedly.
Danny takes the time to listen, ensuring that he fully understands my concerns and priorities before offering tailored solutions. Even though the results of my investments are still unfolding, I feel reassured knowing that I’m working with someone so honest and committed to my best interests.
If you’re looking for a financial advisor who truly cares and prioritizes your trust above all else, Danny is the person I would recommend without hesitation. His professionalism, sincerity, and integrity are truly rare qualities in today’s fast-paced world.