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 Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Client of Serene Seah

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

Mr Poon Yee Sheng

Engineer

A good and friendly consultant who gives a very transparent analysis of suitable policies before recommending to me. Definitely will look to engage in the long term for other policies as well in the future.

Client of Jarius Kan

Dr Guan Chong

Head Of Programme at Singapore University of Social Sciences

Keef is very knowledgeable about investments and his advice is very useful. He has been very friendly and patient and I appreciate that he takes the clients' need seriously. I will definitely recommend him to colleagues and friends who wish to have some financial advice.

Client of Keef Lim

Emer & Jiajia

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!

Client of Dennis Chiu

Ms Kris Lim

Sales And Supply Support Manager at IKANO Pte Ltd

Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years.

Client of Garrick Lin

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

Mr Cliff Chan

Senior Associate Engineer at ST Electronics

Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her.

Client of Cheryl Huang

Mr Tang Xun

Engineer

Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.

Client of Derrick Chee

Mr Ting Wei Yuan

Police Officer

Have known Kok Lun for about 3 years now. He had been very clear in explaining the policies to me prior to any policy sign ups. He would also always send articles/news in regards to plans on a regular basis to keep me updated on the current trends. When asked about my existing plans, he would always patiently explain to me.

Client of Tan Kok Lun

Ronald Lim (ex Andrew Lee Unit)

Business Development Manager at Tokio Marine

Synergy was my first stepping stone for my career in the Financial Services industry.

Having guidance from Andrew and his pioneer batch of Advisors was one of my greatest take away from my stint with Synergy and it had been a great pleasure working with them.

As team players, Andrew and his team had never held back on sharing their experiences and knowledge with all of us.

Thank you for the wonderful years, and many greater years of friendship together. Cheers!

Client of Andrew Lee

Mr Lu Hui

Business Owner at Elestial Crystals

A 5 star testimonial for Ida! Thoughtful and always willing to go an extra mile to help meet her customer’s needs. Well versed with what she is doing. I will definitely look for Ida in future for all my insurance needs!

Client of Ida Ahmad

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

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!

Client of Teo Jia Min

Ms Aingeal

Student

Ruihan is extremely patient and client-oriented. He is extremely transparent and goes beyond to provide a comprehensive, unbiased overview of what products are available for his clients. Ruihan ensures that my needs are heard first before providing his recommendations, so I'm very assured that he looks out for my interests right from the get-go. My most heartfelt appreciation towards him 😌

Client of Kuah Rui Han

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

Ms Grace Lee

Linda is very dedicated to her job and knowledgeable in her products. Her patience and detailed explanation of her products has given me the confidence in entrusting my financial planning requirements with her. She is also very responsive to my queries and proactive in checking if I require any follow up actions from her.

Client of Linda Quah

Cheryl J

I have known Keef for several years. He has proven himself to be truly knowledgeable in wealth management. Very happy with his friendly yet professional approach in helping me with my financial planning. Have recommended him to friends.

Client of Keef Lim

Mr Teo Wei Pin

Grassroots Leader at People’s Association Youth Movement

Jack is not your typical financial consultant. He uses a data-driven approach to insurance, providing clear comparisons to help make informed decisions. His extensive knowledge of investments, paired with monthly updates, ensures I stay ahead of market trends.

Beyond his expertise, Jack’s ability to empathize and adapt to my evolving needs makes him a trusted partner in navigating life’s financial challenges.