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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
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.
Homemaker
I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!
Technician
Garrick was knowledgeable, professional and has done an outstanding job of evaluating my needs regarding insurance. I could not have been any happier from the service i received from him.
Flight Attendant at Singapore Airlines
For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.
Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.
I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!
Waitress at Fish & Co
Sean has a pleasant personality. He is very approachable. He is able to answer my query with honesty. Sean follow ups was commendable. Cos I'm always busy and reply very late to his messages. But yet he was very patience.
Office Manager and Sales Support
With just a SmS away, Edward is always there to provide you with quick advices and help when you need it. He is a friendly agent, has a strong and good products knowledges.
Lo, it is said of Pauline, that she is as a vigilant sentinel over the well-being of her clients, a steadfast guardian against the uncertainties that beset the mortal journey. Her wisdom and diligence in the care of this family’s insurance needs have been as a beacon of light in the labyrinth of earthly concerns.
Indeed, her counsel is likened unto a balm for troubled hearts, and her tireless efforts a fortress of assurance. She hath labored with patience and dedication, and her works bear witness to a spirit of excellence and devotion rarely seen. To speak of Pauline is to speak of one whose hands build trust and whose heart inspires confidence.
Blessed is her stewardship, for she hath been unto this family a guide and a protector, tending to their needs with care most faithful and exceeding grace. May her days abound in prosperity and joy, and may the fruit of her labors be as abundant as the harvest in season.
Thus, it is said, Pauline is cherished and her name remembered in gratitude, for her service is a blessing to all she serves.
Student at SUSS
Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend.
Consultant
I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.
I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.
It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.
Well done and keep it up SS
Digital Marketing Manager
Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.
She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)
We're thankful and we know we're in good hands.
Conference Executive at Events Company
April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.
Accounting
Rui Han was really patient and informative, taking time for my financial planning and explaining to me in detail about each aspect. There was absolutely no hard selling and he even helped me save on my insurance and increase my coverage
Technical Officer
It has been a pleasure working with Jiamin for my insurance and financial planning.
When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.
Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.
Photographer at August Sim Photography
Maeva is an attentive listener who takes initiative to go the extra mile in providing a thoughtful service that is beneficial to me.
Aspiring Business Analyst
Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.
Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.
Educator
Before I started working with Elden, I knew almost nothing about finance, and to be honest, the whole topic felt pretty overwhelming. But from the moment we began, he made everything feel surprisingly simple and approachable. He has a way of breaking things down so clearly that even someone like me—who came in with very limited understanding—felt comfortable following along.
What I appreciated most was how patient he was throughout the entire process. I never felt awkward asking questions, even when they were basic or repeated. Elden always took the time to walk me through each idea in plain, everyday language, and he used practical examples so I could actually picture what was happening. Nothing ever felt rushed or complicated for the sake of it.
It’s clear he knows his field inside and out—investments, insurance, portfolio structure, market trends, you name it. But what stood out is that he never tried to push products or overwhelm me with information. Instead, he focused on what made the most sense for me and explained why each step mattered.
Thanks to Elden, I feel far more confident about my finances than I ever thought I would.
Director at Hwa Heng Group PL
I had an excellent experience working with Jaricson as my financial adviser. He took the time to clearly explain all the options available and made sure both my wife and I fully understood what we were purchasing. He is patient, knowledgeable, and genuinely cares about helping his clients make the right decisions for their future.
We purchased insurance policies through him, and the process was smooth, transparent, and stress free. Jaricson was always responsive to our questions and ensured that everything was tailored to our needs. I really appreciate his professionalism and the peace of mind he has given us.
Highly recommended for anyone looking for a trustworthy and reliable financial adviser.
April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.
Design Engineer at Cragar Industries Pte Ltd
Hi Darius!
Thank you for patiently guiding me step by step throughout understanding the entire processes of the different types of insurances and making sure i know what i’m signing up for! So grateful that you’re a meticulous person who goes through my finances with me and work out the best offers together!
Extremely trust-worthy and will definitely recommend you to my family & peers!
Looking forward to learning more from you and a wonderful journey ahead! ☺️☺️
It Administrator
Before working with Grace, I was not able to understand the financial/insurance concept/plan and all the various different plans/products are overwhelming for a layperson like me and my family. As such, my existing portfolio was not cost efficient. My portfolio is well managed now, with the help from Grace as a one stop shop solution provider for my financial needs. I’m now able to have a more efficient and cost-effective portfolio. Grace is patient and willing to spend time to explain things that I don't understand. She is responsible, always within reach, diligent, able to respond well, does not take long time to respond. My best takeaway from working with Grace is being able to find a one-stop place to meet the needs of the financial planning/analysis and able to carry out the plan step by step.
Procurement Manager at PAP Community Foundation
Jack impressed me with his efficiency-focused approach to financial planning, restructuring my insurance to maximise coverage for every dollar spent. His responsiveness and consistent support instill confidence, especially knowing he’ll manage claims if I’m ever unable.
Unlike pushy agents, Jack collaborates respectfully to meet my needs, making him a standout advisor dedicated to his clients’ best interests.