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.

Mr Billson Lai

Yvette is kindest, caring, honest-direct, and approachable individuals I know and the most experienced financial consultants. Her customer service is excellent. Her positive and professional attitude helped turn any of my stressful situations into easy solutions because she not only cares about her job, but she also cares even more about her clients. I met Yvette consultants , she did follow up and update me on my investment portfolios diligently. She followed up and kept me updated on my investment portfolio and market situations diligently. Even when the market is down and my investment portfolios are not doing well, she will update me honestly and without hiding anything. I am really glad to have known Yvette and also as my financial consultant. She is so very helpful and friendly. I truly appreciate the exceptional service she provided me with. Highly recommended Relationship Manager Financial Advisor ( Yvette Yap Han Qian )

Client of Yvette Yap

Ms Michelle

Account Manager

Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies.

Client of Andy Seo

Ms Carina Ng

Analyst at Citi

It's definitely a great pleasure having April as our advisor. She’s trustworthy, meticulous and objective in addressing the needs and concerns, which made the whole process easy and hassle-free. She has demonstrated the character and work ethic that I believe will bring her far in this industry. Thanks April!

Client of April Lim

Mrs Li

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.

Client of Elden Wong

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Ms Cassandra Goh

Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!

Client of Danny Lee

Ms Joyce See

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.

Client of Cheryl Huang

Michael

Very helpful advisor who goes above and beyond to answer all my queries.

Client of Gem Huang

Mr Danny Phang

Senior SAP Consultant

Chalysta constantly keeps herself updated with the latest insurance and investment products. She will then tailor or tweak your existing portfolio so that your portfolio always remains optimum and align with your goal. I highly recommend Chalysta if you're interested in keeping yourself protected or passionate in starting an investment.

Client of Chalysta Sim

Mr Thean Guang Qing

Leslie is a very committed & detailed advisor. He goes out of his way to understand my needs & what policies I have before recommending any good solutions and any other policy to get.

Client of Leslie Teo

Mr Willy Koh

Patient and extremely informative. Able to grasp what I needed to know from the plans easily. Alan is quick with follow up procedure

Client of Alan Lim

Mr Zhang Yanjie

Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd

Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.

Client of Jason Choo

Mr August Sim

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.

Client of Maeva Huang

Mr Vincent

Quality Cum Engineering Executive

Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!

I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!

Client of Teo Jia Min

Mr Yuen Heng Seng

Retiree - Ex Senior Manager at A MNC Oil Comoany

I know Pauline as my finance advise for three years. She is very professional and knowledgeable on the products she represented. She listens carefully to the customers and able to tailor to customers' needs. Most importantly she is customer friendly, carefully follows up on the progress of the policies under her care and provides timely update and assistance to my requirements. She is particularly knowledgeable on medical insurance matters. I benefited a lots from her professional assistance in a surgical operations last year.

Client of Pauline Lau

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

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

Mdm Jenny S

A Resindo Holdings

Chalysta is very patient and knowledgeable . No matter the complexity of my questions or concerns, she always takes the time to explain everything thoroughly, ensuring I fully understand my options. Her ability to provide clear, actionable advice has been invaluable. I genuinely appreciate her support and dedication to help me to choose the right product . I highly recommend her services to anyone looking for a knowledgeable and compassionate financial consultant.

Client of Chalysta Sim

Ms Mei Jun

Energy Lead at Banking Industry

I would like to express my appreciation to Jia Min for her patience and clear advice in optimising my coverage and selecting the plans I want. I can feel that she is very genuine and always thinking of what is best for me. I would definitely recommend her to my friends if they need any advice on insurance matters.