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 Siti

Library Officer at MDIS

I got to know Joanna from a friend who recommended her to me as I was looking for a reliable financial advisor. Joanna communicates well and understands my financial needs. Everything was transparent. Her comparisons were thorough and detailed. She also uses clear strategies which helps me in choosing the right plans for my financial needs and I highly recommend Joanna whenever possible.

Client of Joanna Tan

Mr Jing Wen

Supply Chain Management (make) Engineer at Infineon

Andrew's help and advice was invaluable to understanding how to present myself to others and he continues to work tirelessly in guiding the advisors under him even through trying times such as this. Hoping for better years ahead post-Covid and all the best for him and his team.

Client of Andrew Lee

Mr Anantha

Director

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

Client of Shawn Koh

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.

Client of Derrick Chee

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Ms Zulaikha

Banker at Private Bank

Hi Darius,

Thank you so much for insuring & caring for my family! Sincerely appreciate all you have done in this short time period that we met. 😊

I have to say, you are really patient and knowledgeable across different types of insurance (which is not easy!) plus, Not pushy at all!

Sincerely appreciate how meticulous you are to detail too. Also, thanks for coming all the way to my place always..I know it’s far! 😂

Looking forward to our next appointment after circuit breaker to close up the coverage gap for the kids. Take care!

Warm Regards, Zulaikha Private Bank

Client of Darius Tan

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 CH

I am someone who is totally not familiar with insurance products. Andy was kind enough to slowly breakdown the details of various products that suits my requirements at the point in time. He will gladly repeat the confusing parts of it, so that i will fully understand... He has great patience and the service he provides is excellent.

Client of Andy Seo

Mr Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Syauqi is good team player who is able to work well with others, communicate effectively, and contribute positively to the overall goals of the team. He is supportive, collaborative, and willing to take on tasks to help the team succeed.

Syauqi had provide valuable insights, guidance, and advice to his clients. He has a strong understanding of the subject matter and are able to offer practical solutions to problems or challenges. He is also good listeners, empathetic, and able to see things from different perspectives.

Client of Ahmad Syauqi

Ms Chew Yi Xian

Relationship Manager at OCBC

Jia Min is a very sincere and genuine financial advisor whom I can trust and rely on for any financial advice, handling of policies and technical queries. She goes the extra mile to make sure that I understand what I’m purchasing and genuinely wants the best policy fit for me. Appreciate how she is so open with sharing all her financial and investment knowledge and is ever so willing to listen whenever I need any advice. It’s been a pleasure being under her care and I would highly recommend Jia Min!!

Client of Teo Jia Min

Mr Stanley

Engineer

Rayers is very helpful. He ran through all the options during my search for the right hospitalisation plan. He even followed me to all the hospitals to assist with assessment when I need a surgery on my ACL.

Client of Rayers Sia

Mr Lok

Teacher

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Client of Grace Lee

Mr Melvin Y

CEO and Technologist

Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.

Client of Harris Mak

Mr Yeo Siew Chi

PR Manager at Banking & Finance Sector

I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!

Client of Roger Lim

Ms Tan Rong Hui Dora

Designer at Pearly Gates Designs

Our family has been blessed to be in Shawn's care since 2020. Shawn is a shining example of a lifelong financial advisor. We admire his down-to-earth qualities and naturally, he has become a family friend.

Well versed with various insurance, investments, etc, Shawn tailor-made holistic financial plans and proposals according to our needs and goals. Besides being meticulous and organized, he provides clarity by patiently breaking down and explaining complex financial information in a concise manner that is easy for us to understand.

Shawn is continuously growing his financial knowledge, insights and expertise. If there is something he is unsure of, he is honest about it and takes the effort to find out more.

His detailed evaluations and client-centric approach equipped us with a comprehensive overview of our financial health and direction, enabling us to feel safe and confident in our decision-making.

Shawn is helpful, thoughtful, trustworthy and humble. He is always receptive to our queries, even when it doesn't benefit him directly. He demonstrates his reliability, genuine care and support for our family in many ways which we appreciate.

Client of Shawn Koh

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.

Client of Kuah Rui Han

Mr Jason Lee

Deputy Head Technology Training

Gem Huang is my financial adviser. I have the pleasure of working with her for several years and I can confidently say that her expertise and dedication have been instrumental in achieving my financial goals. From the very beginning, she demonstrated a deep understanding of financial planning and investment strategies. Her personalized approach ensures that my portfolio is tailored to my specific needs and risk tolerance.

What sets her apart is her commitment to transparency and integrity. She takes the time to explain complex financial concepts in a way that is easy to understand, making me feel informed and confident in my decisions. Her proactive communication keeps me updated on market trends and any necessary adjustments to my financial plan.

Her professionalism and reliability have earned my trust. She consistently goes above and beyond to provide exceptional service, and her attention to detail is unmatched. Whether it's retirement planning, tax strategies, or investment management, she has proven to be a knowledgeable and trustworthy partner.

I highly recommend my financial adviser to anyone seeking a dedicated and skilled professional to guide them on their financial journey. Her expertise, integrity, and personalized service make her an invaluable asset to anyone looking to secure their financial future.

Client of Gem Huang

Mr Rayston Leong

Teacher at Ministry of Education

I've known Serene for over 20 years, starting way back in 2002 when she was my teacher in secondary school! Even then, she was more than just a teacher; she was a mentor and friend, someone I could really talk to. It's amazing that all these years later, that bond is even stronger. Honestly, I wouldn't trust anyone else with my finances.

What makes Serene so special as my financial advisor? It's more than just her knowledge (and she definitely knows her stuff!). She really takes the time to understand me, my dreams, and my worries. She's super patient, explaining everything clearly and making sure I'm comfortable with every step.

Serene helped me build a plan that makes sense for me, with investments that feel right for my personality. She even helped me figure out how to invest my CPF Ordinary Account and plan for retirement – things I never thought I'd understand! And when I was considering going back to school for further studies, she was there to help me make it work financially, ensuring that passive income could help cover the school fees.

But the best part about working with Serene is that she truly cares. She's like a friend cheering me on, and I know she always has my best interests at heart. If you're looking for someone who's not just an advisor, but a partner in your financial journey, I can't recommend Serene enough.

Client of Serene Seah

Mr Ken Ho

Manager

When I first got to know Yvette, she does not hard sell and took effort to compare the plan that I was looking for with the various partners that she represents. After comparing, she proposed a solution which actually helps me to save a lot with the same coverage.

She is a trusted adviser as well as a friend.

Through the annual review, she also ensures that I am adequately protected taking into account of my affordability and needs.