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 Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Mr Danny Phang

Senior SAP Consultant

Chalysta constantly keeps herself updated with the latest insurance and investment products. She will then tailor or tweak your existing portfolio so that your portfolio always remains optimum and align with your goal. I highly recommend Chalysta if you're interested in keeping yourself protected or passionate in starting an investment.

Client of Chalysta Sim

Ms Shu Kin

Physiotherapist

Thanks, Darius, for helping me with my financial planning. He is very patient with his explanation and knowledge sharing. He is very considerate, places my needs and goals on top priority and guiding me towards achieving them. He is also very passionate about his job, always ready to help people to secure their financial future and happiness. It is great to work together with such a kind soul!

Client of Darius Tan

Mr Aaron

Marine Surveyor at ABS Singapore Pte Ltd

Clive has always been a very dear friend, he always provides good judgment and quick response to all your queries. He is sincere and transparent ❤️

Client of Clive Lim

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.

Client of Ng Tiac Pin

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

Ms Angelin

Eva has shown a great deal of enthusiasm for her work and has taken on responsibilities above and beyond what is required.

Client of Eva Tan

Tee Cy

PHV Driver

Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)

Client of Teo Jia Min

Mr Derrick Lim

Senior Staff Nurse at Singapore General Hospital

Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future.

Client of Eugene Kuan

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Mr Keith Khoo

Senior Executive at NEA

Finally! I found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. It’s clear that Cheryl worked very hard to find the best value for our homeowners insurance, even in spite of the fact we had some unusual circumstances. She was extremely patient and informative. She completed research in a very timely manner. I appreciate also that you used your experience and expertise to help save money on those policies.Thank you!

Client of Cheryl Huang

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 Kuah Rui Han

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

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Ms Jovel Ong

Ex Adviser at Synergy Financial Advisers Ltd

David is a man with a big heart, and gives 100% commitment for everything he does. He can play multiple roles to every individual he meets: a boss who drives you to greater heights, a trustworthy adviser looking after your best interests, or switching to be that friend when you need new perspectives or a drinking buddy. If you seek someone who can make a difference to your life, David could very well be that person.

Client of David Tang

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

Mr Ivan Low

Relationship Manager at Citibank

I’ve known Jiamin since my university days and she is someone I can trust fully, not just as a friend, also as an advisor.

She is not pushy and gives me both sides of the picture all the time on the things I want to know, being very straightforward and to the point.

What I really appreciate is how she starts the conversation with an overview on the entire planning and priorities to be discussed, before zooming into the possible solutions we can consider together. She is very willing to share her insights and expertise, especially the key details to take note of. Some of these are information which cannot be found online and you can tell it only comes with experience.

With the ability to compare various products, I get better clarity on what I should be looking for and I know that Jiamin has my interests at heart.

Jiamin is someone who goes beyond her duties as an advisor, and that I would definitely recommend.

Client of Teo Jia Min

Ms Diana Liu

Secretary at EFL Global

Chalysta is incredibly thoughtful and sweet, making every interaction a delight. Her service is top-notch; she always finds exactly what we need and resolves any issues quickly and professionally. She is also always responsive to my queries.

I particularly appreciate her exceptional service and insightful insurance advice. She has been instrumental in helping us navigate our employee benefit insurance and keyman insurance needs, ensuring that we have the best coverage possible. Her ability to explain complex topics in an understandable way is truly remarkable.

I wholeheartedly recommend her expertise to my friends and family. She truly is a gem in the financial world, and I am grateful for her dedicated support and guidance.

Client of Chalysta Sim

Nurhidayah

Educator

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

Client of Wilson Ang

Ms Brittany Goh

Student

Vivian is a warm and friendly advisor who forms a rapport with her clients and make it a point to understand her clients' situation before finding the best options for them. She prioritizes her clients' needs and gives in-depth explanations for all options. Kudos for always going the extra mile!