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.

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Ms Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Ms Kimberly Ang

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

Client of April Lim

Mr Zubin Mazumder

Executive Director at Rabobank

Keef is very knowledgeable and also very patient. He provided the right advice that is customised to my requirements centered around financial planning and life insurance.

Client of Keef Lim

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

Mr Zhang Yanjie

Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd

Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.

Client of Jason Choo

Mr Thomas Smith

David is knowledgeable about both products and the market and is a true professional in how he conducts business. Most importantly, he has handled my finances with personal care and attention in establishing a broad-based portfolio that has shown good returns in often volatile market conditions.

Client of David Francis

Ms Tan Siew Hoon (Yvonne)

Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd

I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.

In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.

Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.

I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.

Client of Evon Chen

Mr Thean Guang Qing

Leslie is a very committed & detailed advisor. He goes out of his way to understand my needs & what policies I have before recommending any good solutions and any other policy to get.

Client of Leslie Teo

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Ms Lim Xin Rong, Zann

Graphic Designer at CREPUSCULE ASIA

Trustworthy, efficient, and friendly— Eeks is a great financial advisor answering all my insurance needs. When I’m in doubt, she provides honest opinions and makes sure we have the best plan within our needs. She has not only helped me through my health and financial planning but also for my family and friends. Thank you Eeks!

Client of Eeks Lim

Mr Law Hak Lung

Process Technician at Major MPC

Dexter is a very valuable financial advisor for me. Not only can he identify exactly what type of profile i need when doing investment, also his attention to details made me feel confident to do more discreet planning.

Besides, he has been very supportive and always promptly attended to my queries whenever i have doubts. Great advisor!

Mr Chan

Retiree

Eva has been my agent for past few years. She is responsible , dedicated and helped me on my claims successfully. She helped me plan for my retirement as well.

Client of Eva Tan

Ms Lam Chieh Ling

Home maker at Not applicable

I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.

Client of Nicolette Gnoh

Ms Stacy Seah

Marketing Director

It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!

Client of Grace Wong

Mr Law Kah Hock

Regional Manager at COGRIASIA

Chalysta has demonstrated the ability and integrity needed in her role as a financial advisor. Her analysis and recommendations are heavily weighted and influenced by detailed analysis of my profile. She impressed me by her enthusiasm to share what's best for me and my family. She is highly recommended if you are looking for a sincere and conscientious advisor.

Client of Chalysta Sim

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

Sky

Civil Servant

Working with Gem has been a game-changer for my family and me. Her expert guidance and comprehensive financial planning have given us clarity and confidence in our financial future. She took the time to understand our unique needs and goals, crafting personalized strategies that have significantly improved our financial health. From budgeting and investments to retirement planning, Gem has been thorough, patient, and incredibly knowledgeable, ensuring we make informed decisions every step of the way.

Beyond her technical expertise, Gem has been a compassionate and dedicated partner in our financial journey. She consistently goes above and beyond, providing support and reassurance during uncertain times. Her approachable demeanor and genuine interest in our well-being have made a tremendous difference, turning what once felt like a daunting task into a manageable and even enjoyable experience. We are immensely grateful for her unwavering commitment to our financial success and highly recommend her services to anyone seeking a trusted adviser.

Client of Gem Huang

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.