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 Joyce

Commercial Manager

I known Marvin more than 10 years and he helped me regain the confidence to trust financial advisor. I have a very bad experience in my younger days when I first buy insurance through friend and my policy become orphan because my friend left the job. When I first met Marvin and his team, I shared with him my experience and paitently explain to me how he help his client, what is his approach. He is not pushy and he always put client interest as his priority. Glad I met him and regain confidence with Financial advisor

Thanks Marvin!

Client of Marvin Lai

Ms Ng Zhe Xian

HR Consultant at CVista HR Consulting Pte Ltd

Ewald is a good team player who always makes everyone feel good whenever he is around, he has been in the Insurance line for the past 8 years, he has proven himself to be truly knowledgeable in wealth management. With Ewald's expertise, I can be assured that my insurance needs are well taken care of. He is not a hard-sell nor over-promise, he listens and provides a suitable financial plan suitable to his clients' comfort. He is also a good listener, empathetic and able to provide valuable insights, guidance and advice from different perspectives. I will recommend his service to anyone (friends & family) who requires a dedicated advisor in their financial planning journey, and I am lucky to have met him to be my financial advisor!

Client of Ewald Teo

Mr Ong Hong Li

Student at Nanyang Technological University

Clive is very passionate about his job. He makes sure that I, who is completely new to the scene, understand exactly what various policies entail and explains the pros and cons very clearly. Clive keeps in regular contact, so is often up to date with my situation. Clive is always concerned with what's best for us and also within our present circumstance. I will always feel that my needs are being prioritised. Clive’s solid expertise and meticulous client care even extends to helping me look out for my family. I'm positive that Clive's genuine efforts will touch you too, as he works, with you, to ensure your well-being is well insured.

Client of Clive Lim

Ms Chai Yen

Customer Service Representative (order Processing)

Jia Min is polite & easy going for my 1st appointment with her. She went though the whole process with me patiently & guided me through along the way. She is very professional & I can see that she is proficient at what she is doing. It is very nice having someone like her to help me to have better understanding about my net worth & what choices I have to better reallocate my resources ☺️

Client of Teo Jia Min

Mr C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

Mr Lim & Family Magdalene

Olivia is a professional financial advisor. Many terms we do not understand when buying insurance, she will explain slowly and patiently to us, no matter how many times or how many years later we ask the same questions. Every policy are tailored to our needs and not to mention when making claims, everything is fuss-free and simple with her help.

Client of Olivia Loo

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Mr Shankar

Physical Education Teacher at Ministry of Education, Singapore

Mirosh is an individual that is trustworthy and has his client's best interest at heart! I had transferred an existing investment policy to Mirosh as his knowledge in investment and changes in market conditions is commendable and I know that he will be able create a growing portfolio for me over the years.

During our appointment, he was patient in listening and addressing all other enquiries that I had and I now have a clear understanding and direction regarding financial planning for myself and my family.

I would recommend Mirosh to anyone that is looking to get started with their own financial planning, interested to review their existing policies or simply to understand more about financial planning and how it can benefit them and their loved ones.

Client of Mirosh Singh

Mr Chun Ren

Student

Rayers is a motivated and knowledgeable financial consultant that has helped me start my journey towards financial independence. He answers any doubts regarding my finances and given advice according to my situation and goals.

Client of Rayers Sia

Mr Terence Chua

Radiographer

Clive has been an excellent agent and friend who is very dependable from day one. Never failed to clear any doubts I have and always ready to lend a helping hand. Knowledgeable and friendly, I know I'm in good hands when Clive is my advisor. Keep it up Clive!

Client of Clive Lim

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Tan Yi Jun

Mr Timothy Christian Lin

Id at Paint Inc. LLP

I have known Hund for many years. He is understanding towards personal opinions, wants and goals. Nevertheless he never fails to interject his own opinions sensitively from his years of experience to ensure you make a well informed decision when planning your finances. Service with a smile, he has never failed to go the extra mile no matter the situation, even checking up on me and my family every time we are back from vacation or even quarterly to see how things are going. He has always provided service as a human to another human and i have never felt pressured into making decisions when consulting him. One of the best service experiences. I would highly recommend him always to the people around me.

Client of Hund Wong

Mr John Fong

Fitness Trainer at Jflow Fitness

Sean is super helpful to offer and sort out all my messy policies during our first meet up. I think I couldn't have done it without his help. He was very patient, he reviewed and advised me on my existing policies based on my finance goal which we have discussed. He pointed out that I was paying more and getting less with some of my existing policies. So we made the necessary adjustments and my focus now is to stick with the plan. He has always follow up closely with me, and I entrust my finance planning to his professionalism.

Client of Sean Neo

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Ms Chin

Quantity Surveyor

Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!

Client of Teo Jia Min

Ms Qiu Yun

Assistant Manager at AIA Singapore

Dear Darius

I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.

Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.

With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).

Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.

You will always be the one whom I will introduce to my friends and family who requires financial advice.

Once again, thank you for the professional service rendered as well as being a great friend!

Client of Darius Tan

Ms Kayla Wong

Media

Yijun is helpful in responding to my questions, and quick in her response as well.

Client of Tan Yi Jun

Mr Johnny Lim

Project Engineer

I met Jarius to explore my alternatives for reducing the cost of my insurances without compromising the coverage and to discuss where to invest my money and found him to be knowledgeable and approachable. He was able to make things clear and understandable for me by using simple language. I have observed him to be conscientious in his work. He has a wonderful personality as well, on a more personal level. His openness and candor make him a good fit for his present position as a financial counselor. I am convinced that he will be valuable to anyone who is wanting to prepare their financial future.

Client of Jarius Kan

Me Vigneshwaran Konda Ramadoss

Financial Advisor Mr. Hanwei has suggested the tailored term insurance plan and health insurance plan. He is very patience, can able to accomplish the task at all stage. Highly recommend.

Client of Law Hanwei

Mr Luqman H.k.

Freelancer/lab Technician

As a freelancer, It is very important that I am fully covered during health related crisis. Hund understood the severity of such situations and gave me unbiased options & advice. He made sure that my priorities, commitment & the affordability of my coverage were all aligned. It is all thanks to Hund that I have a peace of mind while going about my daily life.