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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.










Retiree at Retiree
I’m so grateful for the support and guidance I’ve received from my financial adviser. From the very beginning, she took the time to truly understand my needs and goals. Her friendly and approachable nature made it easy to talk openly, and I always felt listened to and understood.
What really stood out was how helpful and proactive she was in assisting me with my dividend payouts. She ensured the process was smooth and even helped expedite everything without any stress on my end. Her sincerity and genuine care for her clients shine through in every interaction.
Thanks to her, I not only feel more confident in my financial journey but am also very happy with the results. I couldn’t have asked for a better adviser!
Specialist at Schroders
Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.
Director at Divetech Marine Services Pte Ltd
Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!
Elden has in-depth knowledge of investment, insurance and financial planning, he is enthusiastic to provide service to his client. He started with understand his client’s need and then do some research work and then provide advice. He is a very pleasant and understand person to work with.
Project executive
Appreciation for Excellent Service.
Dear Ms Janessa Ong and Ms Amber Chan,
We hope this message finds you both well.
We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.
Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.
Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.
Sincerely,
Social Media Manager at NTU Alumni Club
Jack stands out with his direct yet empathetic approach to financial issues, offering tailored advice without being pushy or condescending. His genuine, client-first perspective is a refreshing contrast to hard-selling tactics.
Over the years, I’ve witnessed Jack's impressive personal and professional growth, as he transforms challenges into opportunities, making him a well-rounded and trustworthy advisor.
Mechanical Engineer
Jairus has helped me comprehend my financial status and work toward my financial objectives by utilizing his knowledge and experience. In order to achieve my objective of financial independence, he advised me to implement wealth accumulation plans. He also suggested the ideal insurance options for me.
When he explains terms and concepts to me, he is always very patient and prompt in responding to my inquiries. He is affable and kind, and he even offers me pointers and counsel unrelated to his line of work. He is also not aggressive when it comes to marketing investment or insurance plans. He and I have a great working connection, and I would absolutely tell my friends about him.
Director at Australian Bank
Evon has been instrumental in my financial management journey for more than 20 years.
Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.
As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.
I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.
Thank you Evon !
Product Manager at Biotechne
I would like to recommend Josselyn as an Finanacial Adviser who not only prioritizes their clients' needs but also goes above and beyond in fighting for their claims. With Josselyn, you're not just getting a dedicated professional but a true advocate who works tirelessly to ensure that your needs are met and your claims are handled with utmost care and efficiency. Josselyn exemplifies what it means to be customer-centric, understands their needs and recommends what is needed.
Admin & Accounts Assistant
Patient, Compassionate, Genuine, Loyal, Perceptive, Trustworthy…. She’s all these & so much more. Always ready with examples in explaining complex issues, Pauline is very meticulous. She takes the time to understand our difficult situations & help us to see the light at the end of the tunnel, often providing very sound professional advice, not just in our financial planning but also life in general. In these 20 years of managing my financial plans, I’ve full confidence that she always does her best & I’m very glad she is also supporting the next generation in my family. Pauline is not just our financial advisor, more so, she is a great friend!
Senior Manager at Land Transport Authority
I am incredibly blessed to have crossed paths with Serene 15 years ago. She is not only my ex colleague, my financial adviser but also a very dear sister and close friend. Her warmth, care, and unwavering support have been a constant source of comfort and inspiration in my life.
Serene goes above and beyond, taking the time to truly understand my needs and designing tailored plans for life insurance, retirement, and investments. Thanks to her thoughtful guidance, I have both security and peace of mind for the future.
Her professionalism is truly remarkable. She seamlessly combines her expertise with a genuine passion for helping others achieve their financial goals. Serene isn’t just an adviser; she’s a trusted partner in building a secure and prosperous future. I wholeheartedly recommend her to anyone seeking personalized, thoughtful, and trustworthy financial guidance.
Hr
Zhen Quan is someone who will go all out for clients. Comparing different quotations while taking into consideration of his clients, always giving his best in the interest of his clients. Being very reliable and trustworthy, he has been managing my finance since few years back, and no regrets for choosing him as my financial consultant!
Finance
我很感恩你的真心以及帮助。你的工作以真心处事,真的是一份很有意义的工作。我希望你能在工作的同时能够帮助更多的人。继续加油也希望你能积更多的福报。
Hr
Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership!Mr
Customer Service Executive
Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!
Physics Associate
Very clear and easy to understand while not losing the information and insight into how I should approach finding the right insurance for myself. Not many financial advisers would go through the rationale with the clients at least from my own experience.
Property Agent
Jia Min provides professional and value-adding advice to me. She is a trustworthy and dependable advisor who is ALWAYS prompt and detailed in her responses to all of my questions. I highly recommend Jia Min to friends, family & everyone who is looking for a financial advisor!
Business Owner
As a business owner, making financial decisions that balance short-term goals with long-term vision is always a challenge.
Working with Yvette has given me the clarity and confidence to plan strategically for the future of my company. From business succession planning, keyman insurance, exit strategy to optimizing tax strategies and cash flow management, her advice has been invaluable.
I now have a solid financial roadmap, not just for my business, but for my personal goals as well. She also helped me to arrange for a fuss free and comprehensive executive full body checkup at my preferred time and location.
I highly recommend her services to business owners who want to safeguard assets and have a peace of mind.
I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.