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.

Kheng Leng

Social Worker

Clive is very attentive to my needs and he provides sound financial advice which are aligned to my goals. My experience of him is that he has a good grasp of the products and instruments and does not hesitate to recommend you what you need. He is also open to listening and feedback, which sets him apart from other advisors.

Client of Clive Lim

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

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!

Client of Vivian Peh

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Mr Wu Hongzhou

Risk Analyst

I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority.

Kudos to him and highly recommend him to anyone who needs help in financial planning!

Client of Kuah Rui Han

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

Ms Grace Chua

Account Manager

Eva was assigned to my account from a previous agent. Although was skeptical with new agents initially, she has proved to be very reliable and hardworking as compared to all my previous agents. Her response are usually fast and prompt so i am very happy with assigning my policies to her. I trust she can do a good job with her aptitude and sense of responsibility which are important traits of financial agents. Would recommend her!

Client of Eva Tan

Tan Xiao Wei

Grace is dedicated, and always commited to finding the best insurance solutions for me. Through the years, she always goes above and beyond, providing personalized guidance, and ensuring I have the coverage I need as I progress through different stages of my life. Besides, despite having built a good rapport over the years, she still takes the time to thoroughly explain coverage options and answer all my questions.

Grace is definitely a reliable advocate, guiding me through the claims process efficiently and ensuring a prompt resolution all these while. This level of support and dedication I have been receiving from her exceeded my expectations and solidified my trust in her expertise!

Client of Grace Lee

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 Luqman H.k.

Freelancer/lab Technician

As a freelancer, It is very important that I am fully covered during health related crisis. Hund understood the severity of such situations and gave me unbiased options & advice. He made sure that my priorities, commitment & the affordability of my coverage were all aligned. It is all thanks to Hund that I have a peace of mind while going about my daily life.

Client of Hund Wong

Mr Cn

Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership!Mr

Client of Aaron Chua

Ms Glenys Yin

Senior Consultant at Hays Specialist Recruitment

Tiac Pin is a dear friend and a fellow bowler (a very good one!). He is a friend that you can always count on when you need help and he always goes the extra mile. His reliability was something that gave me confidence to leave my financial portfolio in his hands. Prior to Tiac Pin, I already had policies with other agents. But he took the time to review and studied the gaps in my policies even when he did not need to. You are in safe hands if you are working with Tiac on your policies!

Client of Ng Tiac Pin

Mr Gavin Lin

Project Manager at NUS Medicine

Eeks is a really personable consultant that takes the extra effort to understand the difficulties I am facing before she provides tailored advice and solutions for my needs. With an excellent investment acumen in the markets, she has been out-performing my portfolio growth expectations. Thank you for opening my world to a journey of infinite possibilities!

Client of Eeks Lim

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

Ms Yingying

Regional Head Of Local Communications at Ninja Van

I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me.

Client of Kayden Khoo

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.

Client of Derrick Chee

Mr Andrew Lim

I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!

Client of Marvin Lai

Mr Ervin Chan

Tutor

I had bought lots of insurance from different insurance companies and Derrick’s service is hard to come by. He is the type of insurance advisor which anyone would like to have. Derrick is very dedicated to his job, he always put his clients first, always keep his client updated and always works on what his client needs. I am blessed to have him as my insurance advisor for all these years. My policies are well taken care of and if I need any help from him on the policies I bought he would advise me accordingly. He didn’t fail to call back and always keep me in the loop. I would definitely said that his service is remarkable and someone whom you would like to deal with if you plan to get any insurance.

Client of Derrick Chee

Ms Atika

Design Engineer at Cragar Industries Pte Ltd

Hi Darius!

Thank you for patiently guiding me step by step throughout understanding the entire processes of the different types of insurances and making sure i know what i’m signing up for! So grateful that you’re a meticulous person who goes through my finances with me and work out the best offers together!

Extremely trust-worthy and will definitely recommend you to my family & peers!

Looking forward to learning more from you and a wonderful journey ahead! ☺️☺️

Client of Darius Tan

Ms Janet Renee siow

Met Li zhen for the first time today. Wasn't expecting the meeting to last more then half an hour but end up spending a couple of hours listening n learning a few things from her. What an impressive lady. I am so blown away by her knowledge n honesty. She took me thru the entire process of how I should manage my finance n my Will. I hv never met a person as intelligent as her. If u heard of man of all trade n master of non. U can be sure, I found her. She is a walking encyclopedia, Lizhen, you are absolutely amazing.. I wish u the best in you career, your company is very lucky to hv you on their team.