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 Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

Mr James

Banker at UOB

Carol is an exceptional financial advisor. Her knowledge of products has aided us in deciding which is the perfect policy at different phases of our lives. She has also helped me and my family in all our financial planning needs and she always go beyond to ensure our needs are fulfilled.

Client of Maeva Huang

Ms Joan Teo Wei Ling

Researcher at Nanyang Technological University

Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.

Client of Ewald Teo

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Ms Rachel Teo

Buyer at Watsons

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

Client of Cheryl Huang

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Ms Divya

Vice President at Fortis Moneta Holdings

Chandrika has indepth knowledge of the financial products . She understands her clients financial needs and comes out with the best suited financial planning for them. I look forward to her advise and sharing on the new products in the financial industry . She is a peoples person, very friendly and a good listener .

Client of Chandrika

Ms Jessie Seah

Tourist Guide at None

A person that you can count on at all times. She is not only a friend but a honest advisor. My friends all trust her as well. It is definitely a blessing to have her in my life.

Client of Pauline Lau

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Ms Charis Low

Procurement at DSTA

I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.

Client of Andy Seo

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Ms Kimberly Lim

I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.

Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.

Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!

Client of Linda Quah

Ms Chris

My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!

Client of Joanna Tan

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

Mr Yang

Business Owner

As per attached image.

Client of Roger Lim

Mr Tan Zhong Yi

Student

I have know Rayers for many years, I can fully trust him as a friend and put my mine savings and earnings for him to help me invest and also buy the most appropriate insurance, through his sharing of his life experience and knowledge about investment , insurance and finance I can also trust him as my finical advisor too. I'm a person that doesn't really care what I need to know, but still he takes the extra effort to make me understand and what I have to know as an growing adult. Overall his a great mentor.

Client of Rayers Sia

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Ms Nyx

Tan Tock Seng Hospital

Thorough, thoughtful and trustworthy, Rui Han has taught me much about the finance industry. Being new to wealth management, I thoroughly appreciate his sharing and evaluations of insurance schemes and investment tools. Rui Han always journeys the extra mile by listening, querying and tailoring service solutions to fit my needs to the T. His open-mindedness, readiness to address my concerns and candour makes him my go-to advisor.