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 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 Su Kiat

Banking Professional

Ben is a well trusted advisor who never fails to response swiftly to my queries. Notably, Ben exhibits good industry knowledge and provides good financial advices. I am writing this to show my appreciation to Ben, whom had me well insured/covered.

Client of Ben Sim

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

Ms Phoebe Yau

Customer Service Officer at Interunion (SEA) Pte Ltd

Jia Min is a detail-oriented and friendly professional. She is responsive, and explains every policy in great detail to me. It is great to meet an advisor who knows her products well, handles my claims efficiently, and is able to recommend suitably for my needs.

Client of Teo Jia Min

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

Ms Cel

Public Servant

I have a very positive experience with Clive! He provides clear explanation for the various policies, takes the time and effort to run through my financial health, and gave advice that serves my needs along with detailed action steps that I need to take to achieve my financial goals. He also managed to simplify difficult financial terms/concepts for my understanding.

Im glad to have him in my financial journey.

Client of Clive Lim

Miss Loh Ying Ting

Group Resourcing Partner at Keppel

I’m truly very fortunate that Clive joined the industry, because now I can have him as my adviser! He is someone who genuinely cares about the people he crosses paths with. He takes the time and effort to understand our needs, and makes sure we are comfortable with the policies we are getting. Financial planning and insurance became so much simplier to work on, with him around. Above all, I know he’s someone who has my back, and I’m positive he will have yours too.

Client of Clive Lim

Mr Chong St

Project Manager at Conplus Resources

Eva has been very prompt in assisting me whenever I need her help. She takes pride in her job and provides exceptional knowledge and excellent service as my insurance agent. With Eva expertise, I can be assured that my insurance needs will always be well taken care off.

Client of Eva Tan

Mr Kc

Retail Assistant

Aaron goes above and beyond in his service delivery and is clear, concise, and patient in explaining the policy terms and offerings. His product knowledge is impeccable. His friendly demeanor is disarming and he tries his best to get to know me before advising on what I need.

Client of Aaron Chua

Mr Alvin

Customer Service

I feel completely comfortable with Jarius since he is not aggressive and does not encourage you into purchasing things you do not require. I believe he actually concerns about the clients' well-being. Usually I don't have much time to analyse insurance and investments, but Jarius has always taken the time to guide me and tell me of my alternatives so that I can make an informed judgement. I also appreciate that he went the extra mile to provide value added service and his great after-sales service.

Client of Jarius Kan

Ms Amanda Yee

i was introduced to willynn through a colleague. i had practically zero financial planning beyond some basic insurance coverage. over the past few years, willynn has helped review and improve my portfolio to cover gaps and put in place a proper plan for the future. she has consistently been very patient and clear with her explanations. she gives good advice and makes suggestions based on my requirements and preferences and she knows her products very well. would highly recommend.

Client of Willynn Soh

Mr Lim Yong Siang

Data Analyst at STANDARD CHARTERED

I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.

Client of Shawn Koh

Ms Michelle Howell

Senior Relationship Manager at Synergy Financial Advisers

Willynn is an experienced and knowledgeable financial adviser with her client’s best interest at heart. Willynn is generous with her time and is always willing to share her knowledge and expertise.

Client of Willynn Soh

Mr Yanghaus

Technical Advisor

Alfred is a true professional. Very clear and understand us well on our insurance needs. For the first time I'm able to understand what I am paying for my insurance and whats my coverage. His follow up is something that distinguish him from the rest. Well done and thank you Mr Alfred.

Client of Alfred Seng

Mr Lee Junjie

Financial Consultant at Aviva

I have know my manager Josh since 2015. Has always been a very approachable and helpful person as friend , colleague manager. Very driven person which always helps to motivate his team as well as having fun at the same time. Been pleasant to have known him till now.

Client of Josh Lim

Ms Fion

Admin Executive

Weiqi has consistently been there for me over the years, always prompt with his replies. I appreciate having a financial agent who is consistently available and reliable. I know I can count on him! I have provided him with multiple referrals now.

Client of Ong Wei Qi

Mdm Mani

Admin Executive

Ms Jia Min is a very helpful & supportive consultant. She’s a pleasant person who explains on all our queries with accuracy and patience. She regularly keeps us posted of the changes happening in the financial industry. A complete package of talent with sincerity rare to find, truly an asset to the organisation.

Client of Teo Jia Min

Ms Grace

HR Manager

I am delighted to share my exceptional experience working with Yvette as our employee benefits manager.

After putting in much effort in comparing across various insurers, Yvette has been instrumental in transforming our employee benefits program into one that is both comprehensive and fits into our desired budget.

One of the key strengths of Yvette is her ability to communicate complex benefits information in a clear and accessible manner. This has greatly improved our employees' understanding and utilization of the benefits available to them. The clarity and transparency Yvette provides have fostered greater satisfaction and engagement among our staff.

Client of Yvette Yap

Mdm Ng Lin Yen

Admininstrator at FIS Derivatives Utility

Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!

Client of Eeks Lim

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance