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 Clayton Soh

Devialet

Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.

Client of Alan Lim

Ms Yvonne Tay

Even though Cheryl is already successful and managing a team, her service level, detailed explanations, responsiveness and high level of empathy has not changed. She applies her financial strategies to her own portfolio before sharing with clients which is not commonly found in an advisor.

She displayed strong passion in what she does and is genuine in wanting to help her clients grow in their investments as well as get them protected.

I would highly recommend Cheryl anytime.

Client of Cheryl Huang

Ms Dex

Secretary

Cheryl is always available whenever I need to talk to her. She listens, ask open-ended questions and encourage discussion so that she can understand my needs /concerns better. She always provides objective and professional advises which is important and essential for any short or long term planning. This gives me a clearer picture on expected, realistic and gaps.

Client of Cheryl Huang

Ms Jasmine

Supply Chain Executive

First and foremost, Jarius has a very focused and determined attitude. He is a diligent and enthusiastic broker that doesn't think twice about going above and beyond for his clients. Being a young professional himself, he knows specifically what young people are facing whether they are beginning off their job route, or moving between profession changes, he has the capacity to help young adults clearly comprehend the value of being insured. He has always been a great adviser to engage with, kind, and competent. I'm delighted to continue working with him.

Client of Jarius Kan

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!

Client of Eeks Lim

Mr Mohammad Zaki Bin Ariffin

Senior Manager (cybersecurity) at CAAS

Amy has been patient and detailed in her explanation on the financial products and portfolio and provided sound rationale on her proposals. She has excellent knowledge of the topics that she shared and go beyond the traditional means of just using words, but even use social media such as YouTube to explain amd illustrate her points in a clear and precise manner. Kudos for all the work. I have full trust in her work. Keep it up.

Client of Amy Lin

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Kuah Rui Han

Ms A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Mr Melvin Tan

Marketing Manager

Cheryl is first of all very attentive in understanding her client's needs and life trajectory. This helped inform her proposal of how to structure our insurance and financial planning. She also used very simple and concise language in her explanation of the jargon because I've personally felt it very difficult to understand financial terms and conditions. All in all, I would definitely recommend speaking to her if you need to sort out your protection and financial investment matters.

Client of Cheryl Huang

Ms As

Senior Admin Executive

Client of Kuah Rui Han

Mr Lim Yong Siang

Data Analyst at STANDARD CHARTERED

I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.

Client of Shawn Koh

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 Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Elaine Low (ex Andrew Lee Unit)

Manager at King Potato Eyewear

In 2012, I was deciding to join either Andrew’s unit or with another unit in Company P. The reason why I joined Andrew is because of his amazing personality that attracts me. He shows a lot of care and guided me in this industry. He is very good in interpersonal communication skills and he is always very willing to share with us his knowledge. Within my one year with Andrew and my senior, Tynn, I had learnt so much in this industry which is relevant even up to today when I am running my own business. I’m forever grateful to them and definitely did not regret my choice by joining Andrew Lee’s Unit before I venture into my own business.

Client of Andrew Lee

Mr Shai

Dj at AOS Collective

I have been friends with Hund for a decade now and he had never try to hard sell me to any policies and insurance. All he offered to begin with was to have a look at what I have to ensure that I was covered as I thought I was. Turns out I wasn't as I had overlooked certain things. Instead of trying to sell me all the major policies or anything that can give himself a higher cut, Hund went through all the policies that believe that would benefit me irregardless of how it benefits him. From then on, I knew what kind of person Hund is, someone who truly care about another person's well being more so than himself.

I would recommend Hund to anybody looking for an FA.

Trust in HUND!

Client of Hund Wong

Ms Jane Lee

Assistant Director

Jarius was recommended to me for wealth accumulation planning. I value financial planning as I want to use the suitable instruments to grow my wealth.

Jarius communicates with professionalism and clarity. He is not a pushy salesman. I can rely on him to provide me the best financial product recommendation based on my needs and risk tolerance. Jarius is the right pick if you're seeking for a dependable financial advisor!

Client of Jarius Kan

Mdm Ng Lin Yen

Admininstrator at FIS Derivatives Utility

Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!

Client of Eeks Lim

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Sharifah Shahnaz

Jiamin was patient, and her step by step explanation & guidance about investments was good. Now I have a clearer understanding of my direction moving forward.

Client of Teo Jia Min

Ms Rachel Joseph

Specialist Speech And Language Therapist

I came to David when I was 24 years old and pretty clueless about finances. David was approachable, friendly and patient. I asked him thousands of questions but I never once felt like he was annoyed and he was never condescending towards me. 10 years later, I still value David's advice and support. He has been an absolute asset to my financial accomplishments. Thanks so much!