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 Roslee

Supervisor

Weiqi stands out as an exceptional insurance agent. Unlike other agents I’ve encountered, he didn’t disappear after making a sale. Even after purchasing insurance products, my previous agents became uncontactable. However, Weiqi was there to assist me. Not only did he address my concerns, but he also helped me to generate profits from my investments. I’m immensely grateful to him for enabling me to secure a larger HDB. Thanks to Weiqi’s dedication and expertise, my financial future looks brighter than ever.

Client of Ong Wei Qi

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Mr Huang I Sung

Project Manager at Hyundai Engineering & Construction

Marvin has been my expert on insurance policies for more than 10 years, helping me to build the protection I wanted for my family along the way, he is trustworthy, knowledgeable and devoted.

Client of Marvin Lai

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

Mr Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Mrs Liyana

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.

Client of Sean Neo

Mr Banjo Castillo

Group Chief Strategy Officer / Chief Operating Officer at CITADEL Pacific Ltd / Isla Petroleum & Gas Corporation

Jorge is very pro-active in reviewing the performance of my portfolio and giving advice on how to improve returns. He also gives pro-active advice on how to update my porftolio based on my changing life circumstances. He has been my financial adviser for years now and I’m happy to have him as my financial adviser and friend on the years ahead.

Client of Jorge Sabado

Mr Khalid Rashid

Aspiring Logistics Coordinator

Jack has been my trusted advisor since my NSF days, guiding me through my financial journey with care and expertise. During a tough time when I faced emergency surgery, Jack’s support and assurance eased my worries about medical bills.

He went above and beyond, ensuring my claims were handled smoothly. His unmatched dedication, even in challenging moments, makes him truly exceptional.

Client of Jack Chan

Kheng Leng

Social Worker

Clive is very attentive to my needs and he provides sound financial advice which are aligned to my goals. My experience of him is that he has a good grasp of the products and instruments and does not hesitate to recommend you what you need. He is also open to listening and feedback, which sets him apart from other advisors.

Client of Clive Lim

Mr Lin Juan

Willynn has been very helpful in explaining financial and insurance products, and in advising us based on our needs.

Client of Willynn Soh

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

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

Tee Cy

PHV Driver

Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)

Client of Teo Jia Min

Mr Lee Jun Jie

Financial Consultant at Aviva

A very good and understanding Boss. Always will go extra miles to help people. Has known him for 3 years and are still keeping in contact. From my boss to my friend now.

Client of David Tang

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Ms Cynthia Ang

Senior Tax Investigator

Despite her young age, Joleen is one of the most passionate financial advisors I have met. She is able to recommend various financial plans to meet my needs, and even provide for me varying levels of premiums to better suit my financial commitments as a young working adult. She is also very professional and is quick on her feet in helping me in processing any claims / queries that I have on any of my financial plans. On top of that, she is a very friendly and approachable person, making it easy to click to her on a personal level as well.

Client of Joleen Peh

Mrs Jan Chua

Quote Desk Representative

Leslie is very knowledgeable on which policies suits best to our needs and will patiently explain the policy to us with the options of other insurers to choose from. He lets us compare between the insurers and does not hard sell us on the policies which is what we like. Very responsive to our queries and other matters!

Client of Leslie Teo

Mr Dom Wright

David has acted as my financial advisor since 2011, when I moved to Singapore. David came highly recommended and I was particularly interested in his background and also his knowledge of global trends and markets. I have maintained our relationship through two intercontinental moves, due to changes in my career, and David has always maintained contact and answered my numerous questions quickly and professionally. David remains my first port of call when it comes to financial advisory as he has delivered consistent growth when advising on fund selection. He has a cool head when it comes to financial turbulence, taking the time to explain his analysis of the markets and listen to his client’s concerns. David is not an advisor looking to sell a product; he is looking to provide his client’s with the support they need to achieve their investment goals.

DOM UK

Client of David Francis

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Mr Jeremy Chin

Policy Coordinator

A well merticulous and understanding financial planner who would go out of his way to understand the needs of his clients. In service wise he would go the extra miles to ensure that the provisions of the necessary matters are well taken care of so as to provide a peace of mind for his customers. He is also a very good team player and display leadership capabilities and any companies who have him on board is able to tap on his wealth of experience to chart a path for a better tomorrow.