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 Ivy Ng

Hr & Admin Executive

Jennifer is a very helpful and responsive financial advisor. She updates me on any changes to my financial portfolio and provides the best advice according to my financial circumstances. With her explanation, I understand more about the insurance plans I have purchased. She also provides a financial portfolio summary for me to have a comprehensive record of all my policies, including those not under her care.

Jennifer has also done more than just personal financial planning for me. She went the extra mile to provide me with a corporate insurance quote in 2022, even when she was overseas. I truly appreciate her professionalism and dedication.

Client of Jennifer Tey

Mr Vincent

Quality Cum Engineering Executive

Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!

I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!

Client of Teo Jia Min

Mr Heng JJ

Wireless Consultants

Magdeline is a very sincere and meticulous financial advisor that I’ve met. She not only gives me good advices, but her ability to strike a balance between my budget and ensuring that the coverage was precisely what I needed and sufficient. She also treats her client with care and concern and is always patient enough to listen to my needs.

Working with her throughout the years was a great experience, far exceeding my expectations. Looking forward to work on my portfolio with her in the years ahead!

Client of Magdeline Son

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Ms Jacelyn Lim

Uber Print

I am glad to have Chalysta who had consistently helped me in my family and my financial planning for the past 3 years. She is very approachable and sincere, and has a natural ability to make us feel at ease as she gave financial advice based on our financial goals and risk tolerance.

Recently, she has helped my dad structure his retirement savings for long term passive income. I was impressed when she had gone the extra mile to suggest a method to maximise his income with the same amount of premium we had initially planned for. In addition to having financial expertise, she is trustworthy and responsive to any needs or queries we have.

I would strongly recommend Chalysta to whoever that is seeking for suitable products that truly meets your needs.

Client of Chalysta Sim

Mdm Rasnita Rahmat

Housewife

Since I resigned from financial advisory industry long time ago

I have not been updated with insurance matters

until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans!

Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍

My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family

Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍

And my friend is a very nice lady whom we know each other since we ever worked together before😍

She explained in detail and I admire her integrity, sincerity and professionalism!

Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆

All praises to The Almighty we family now have a peace of mind 💜

Client of Linda Quah

Mr. Chris Medrano

Tehnical Specialist at Austco

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Working with Mr. Elden is a pleasure, as he is both approachable and understanding. I highly recommend him to anyone seeking a knowledgeable and dependable financial advisor.

Client of Elden Wong

Ms C

Sales And Marketing Executive

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.

Client of Grace Wong

Ms Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

Ms Heidi

Account Manager at FS-ISAC

I'm so grateful to have found Annabel as my financial advisor. After some disappointing experiences with other advisors, it's such a relief to know I can trust Annabel. She takes the time to ensure that every product is perfectly aligned with my financial situation and goals, and I never feel pressured into buying anything I don’t need. (She makes effort to find the cheapest and best deal in town and always update me of such deals)

If you're looking for peace of mind and expert guidance, I highly recommend Annabel.

Client of Annabel Ang

Nurhidayah

Educator

Provide comprehensive information of my current and future financial plan. Reliable and trustable FA highly recommend.

Client of Wilson Ang

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.

Client of Aaron Chua

Mr John Tharmarajan

Technician at Exxonmobil Chemicals Pte Ltd

Yvette has been excellent in her follow up. She has always kept in touch with the changes in investment, new investments that was coming up as well update information on new products that is applicable for my needs.

Client of Yvette Yap

Mdm Catherine Lim Yen Ling

freelancer

She is helpful， friendly and responsible. Highly recommended service agent.

Client of Annabel Ang

Mr Tang Choon Kit

Sales Manager

I had many pleasant experiences with Gem helping me and my family with our insurance needs. Always kind, patients and genuinely wanting to help. Go above and beyond to lay out all the information and find the best way to explain in easy to understand terms. Really happy to have Gem helping us.

Client of Gem Huang

Dr Arindam Basu

Associate Professor at NTU

Sherry helped me plan for life insurance and medical insurance. She is quite knowledgeable in the area and patiently explained all the quirks of the different options. She was also kind enough to come to my house and help finalize the plans. A pleasure to work with her.

Client of Sherry Choong

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Mr Yeo Yong Peng

ERA Realty

Thanks Edward and Edmund from Synergy Financial advisers for fruitfull and comprehensive financial advise. Will refer my HNW clients to them.

Client of Edmund Wee

Mr Benjamin Ong

DIS Military Officer at Singapore Armed Forces

Jack stands out as a financial advisor who truly listens and understands my goals. Unlike others, he wasn’t pushy and continued adding value even when I was hesitant. Over time, his growing expertise and tailored advice impressed me.

Jack's ability to align strategies with my ideas, adapt to market changes, and provide clear insights has built my trust and confidence in him as a genuine wealth advisor.

Client of Jack Chan

Jun Nan (ex Andrew Lee Unit)

Customer Experience Management Lead at NTUC Income

I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.