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 Jasper

From the many years I had know her, Linda is like a big sister caring and understanding my needs in different situations. She always give me good advise when I had issues and even sometimes when the issues are not related to her job she will also give good advise.

Client of Linda Quah

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!

Client of Ting Chaur Fon

Ms Joreen

Realtor

Carol came highly recommended by my husband as a sincere and knowledgeable Financial Advisor that does what is best for you. Professional and unbiased in her financial planning consultation. Definitely will recommend her to my friends and clients.

Client of Maeva Huang

Ms Yoriko Wong

I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances

Client of Elden Wong

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 Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Tan Yi Jun

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 Darul

Kimberly is a very patient adviser who comes across as someone genuinely wanting to help. She is willing to listen to my concerns and doubts and it felt like I was having a conversation with an insightful friend compared to an adviser talking to her clients. Her views on financial planning helped me to broaden my perspective and explore avenues I never would have thought of previously. She also never fails to text/call me from time to time to provide updates, which shows how she would go the extra mile for her clients. Becoming a client of hers is a decision I do not regret. Thank you Kimberly!

Client of Kimberly Tan

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

Mr Simon Eey

Director at Eey-Xpress

Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand.

I would highly recommend him to anyone looking for an adviser!

Client of Ting Chaur Fon

Mr Lee Zheng Yuan

Vivian puts to good use her gift of maintaining her professionalism at all times while simultaneously allowing her warmth to shine through, putting clients at ease. She breaks down seemingly complex investment instruments into easy-to-understand bits for the layperson and with her characteristic candour and technical expertise, can always be relied upon to provide sound investment advice.

Client of Vivian Peh

Mr Lyons Robert

Senior Manager at Asia Sports Holdings Pte Ltd

Right from my initial conversation, it has been a pleasure working with Carol. She has been incredibly supportive over the past few years, always available to discuss the finer details and adept at sourcing the best fit solution for my requirements. Innately professional with a personal touch, a rare gem in the industry. Have always felt in very safe hands and wouldn't hesitate to recommend Carol to anyone seeking new policies.

Client of Maeva Huang

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

Ms Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Ms Koh Chye Cheng

Retired at Nil

She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism.

Client of Catherine Lau

Mr Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Willynn motivates others through her vision, passion, and actions. She has a clear vision of the future, articulate it effectively, and rally others around it. She lead by example, showing dedication, resilience, and enthusiasm, which ignites a sense of purpose and drive in those around her. I appreciate her guidance in building up my team and business.

Client of Willynn Soh

Ms Hm Tan

Reliable, knowledgeable, great personality and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Zhen Quan had this and more.

You take care of my financial affairs fully since 2018 – thank you!

Client of Siah Zhen Quan

Benson Yeo

Private Banker at CitiBank

Wow, I gotta say, Lucky really knows how to break things down! He doesn’t beat around the bush or try to sell me on anything. He just lay it all out in a simple and straightforward way. I love that because it gives me all the information I need to make a decision without any confusion.

Client of Lucky Lim

Mr Eric Vu

Paraplanner Associate at Synergy Financial Advisers

Working as an Associate under JackChanFinance has been an inspiring journey. Jack’s unwavering commitment to prioritizing client experience sets a high standard—prompt responses, seamless processes, and accurate information are non-negotiables. Observing Jack's dedication to every client, regardless of the situation, has shown me what true professionalism looks like. His work ethic and client-first approach make him an exceptional financial advisor.

Client of Jack Chan

Mr Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!