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 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

Mr. Lee

Business Owner

As a business owner, making financial decisions that balance short-term goals with long-term vision is always a challenge.

Working with Yvette has given me the clarity and confidence to plan strategically for the future of my company. From business succession planning, keyman insurance, exit strategy to optimizing tax strategies and cash flow management, her advice has been invaluable.

I now have a solid financial roadmap, not just for my business, but for my personal goals as well. She also helped me to arrange for a fuss free and comprehensive executive full body checkup at my preferred time and location.

I highly recommend her services to business owners who want to safeguard assets and have a peace of mind.

Client of Yvette Yap

Mr David Tan

Derrick has been very clear, meticulous as well as well versed in conveying the key points when explaining my policy wording for my consideration. Not only that, he would also advise on areas that I tend to overlook or even recommend a personalised package, which always make me feel comfortingly heartwarming. Truly an asset to which ever organisation he is with, and truly a dependable agent and friend to have!

Client of Derrick Chee

Mr David Ng

Ehs Manager

He is one of our most reliable and friendly financial advisor that I had ever met. He is someone I can count on.

Client of Derrick Chee

Mr Chong Zhi Yao

Head of supply planning and operations at ExxonMobil Corporation

Weiqi has been more than just an army buddy – he has become my trusted advisor for all my financial needs. His prompt and professional service, combined with his ability to provide clear and valuable advice, has been truly exceptional. Over the years, he has consistently supported me, not only in securing the best insurance coverage for my family and me but also in helping me stay on track with my health and fitness goals as a reliable gym and nutrition partner. I have complete confidence in Weiqi’s expertise and will continue to rely on him for my family’s financial and insurance needs.

Client of Ong Wei Qi

Ms Angelia Ng

Financial Controller at Swissco Holdings

Derrick is professional, approachable and reliable. He is knowledgeable in his field of work, quick in response to enquiries and patient in explaining them.

Client of Derrick Chee

Mr Lawrence Yip

CMO / Senior VP

Pei Chi has been my personal financial advisor for many years. She is very knowledgeable, engaging and professional. She takes care of my investment and insurance policies and most of them have given favourable returns and a good peace of mind. Regularly, she updates on key trends and how my funds are performing giving sound advice. In recent years, my family members have also taken policies through her.

Client of Soon Pei Chi

Mr Lim Hua Kwang

Retired

Pauline whom I have known for a long time has always been reliable. She has been our family financial adviser and planner for years. I have 100% trust in her work. She has a good character and personality too.

Client of Pauline Lau

Ms Tan Siew Li

Accounts & Admin Executive at Zao Inc. Pte. Ltd.

Thanks Ervina for grouping all my insurance neatly and explain to me what i bought and it is useful as i had lots of insurance, i really don't know is it required. And also help me on the will writing and it took a few months to complete as my information are insufficient. She is very patient and kind to help me on collecting the data.

Client of Ervina Yu

Mr Darren

Software Engineer

I met Elden coincidentally just after the game Elden Ring came out. Since then he has become a valued part of my financial planning and retirement forecasting. Working with Elden has been an incredibly positive experience. His patience and dedication stand out in every interaction. He takes the time to explain everything clearly and thoroughly, ensuring I always feel informed and confident about my financial decisions. I truly appreciate his professionalism, integrity, and the genuine care he brings to his work. I would highly recommend him to anyone seeking thoughtful, knowledgeable financial advice.

Client of Elden Wong

Mr Raj Kumar Thurairaj

Engineer at 3M

Mr Tan is a dedicated & very reliable insurance agent. Not forgetting a knowledgeable agent too.Had 2 experiences in the hospital, I was not very sure what the policy overages for my kids. called him and surprisingly answer was at his finger tips... Awesome.. Definitely a recommended Insurance agent.

Client of Tan Kok Lun

Mr Huang

Civil Servant at Mindef

He is a very friendly and polite advisor. During my policies review he took time to explain to me on the policies l had and advice me on what sort of protection l lack to improve my protection. He very quick and responsive to my questions and query. Overall, l would recommend him to my friends in the future.

Client of Ng Tiac Pin

Ms Becca

Sales Coordinator at ASSA ABLOY SINGAPORE PTE LTD

Very passionate in her work, friendly, sincere and understanding. Keep up the good job ♡

Client of April Lim

Jo Ann

Public Relations at SGX

Jason is not only knowledgeable in what he does, but he’s also able to explain things in way for anyone to understand. He puts his clients' interest first, by always reminding them of their financial goal instead of just investing or buying plans just for the sake of growing wealth. He takes the time to understand his clients’ needs and provides ways to meet those needs. He is super helpful - always welcoming questions and taking the time to answer any concerns.

Client of Jason Choo

Mr Ryan Chew

Air Defence Officer at Republic of Singapore Air Force

Jack exemplifies what it means to be a true investment specialist, consistently keeping me informed about my portfolio and demonstrating remarkable foresight in fund switching to enhance returns. His depth of knowledge, integrity, and tailored advice ensure I always feel prioritized.

Beyond his expertise, Jack’s unwavering support, even during challenges like claims, makes him an exceptional and trusted advisor.

Client of Jack Chan

Ms Fu Shin Hui

Civil Servant at Civil Service

I have known Serene as my financial adviser for over 10 years, and she has consistently demonstrated professionalism, dedication, and responsiveness. On one occasion, she went above and beyond to assist me with a travel insurance claim. The process was particularly challenging, as the insurance company required numerous documents and took an extended time to process the claim. Serene's relentless efforts and consistent follow-ups eased my stress during a difficult period when I was focused on caring for my mother, who had just undergone surgery.

Serene is an adviser who provides thoughtful, sound advice tailored to her clients' needs. She ensures her clients are well-protected with adequate coverage before helping them focus on growing their wealth. Her commitment and client-centered approach make her an invaluable partner in financial planning.

Client of Serene Seah

Mr Wei Jian

Property Agent

Henry is by far, the most sincere financial advisor out there. He assisted me with all my medical claims, including the hefty medical surgery fee as well as all my regular medical bill over the years till today. Without his patience and guidance, I would not have bought my medical insurance during my school days and would have burned my pocket with the recurring medical bills.

So far, I have referred a few friends, my wife and bro-in-law to him. I will strongly recommend anyone who wants to purchase an insurance to look for him. He listen to your needs before prudently recommending a suitable insurance policy to you, guide you along the way and is superb responsive when the need for you to make a medical claim arises.

This is what differentiates him from other financial advisors in an industry that has already attracted so much stigma in today’s society. Looking back, buying the medical insurance he recommended has helped me a lot financially in terms of my medical bills and I sincerely appreciate it!

Client of Henry Ang CS

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

Mrs Cynthia

I’ve had the pleasure of working with Jaricson as my advisor, and I’m truly impressed by his professionalism and knowledge. He takes the time to explain policies clearly, ensuring I fully understand my options before making any decisions. Jaricson is reliable, patient, and always puts my best interests first. I feel confident knowing that my insurance matters are well taken.

Client of Jaricson Chan

Mr Quek Pin Chen

With basic knowledge when it comes to financial planning, I seek advice from Hund as the pandemic opened my eyes and I wanted to start planning for my own future. He is extremely knowledgeable about the various coverages and paid very close attention to all the minor details. This ensured that I was getting the premiums that were essential but manageable to my budget. On top of that, he is always patient when explaining the breakdown of the plans and he has always been unbiased about his opinions on various schemes. There were instances when I called him multiples times to seek clarification on certain matters and he was always efficient and clear in answering my questions or doubts. Hund would also check in on me from time to time to ensure everything is fine and that is something I really appreciate. Overall, Having Hund as my FA definitely makes my life easier. With his expertise and knowledge, I know he is someone I can rely on if I need his help.