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.

Ms Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

Mr C

Andy is a true professional who have my interest at heart. He is sincere and trustworthy, answering all my queries anytime of the day promptly and clearly. He only makes recommendations that benefit me the most and will explain why is that so. Highly recommend him to all my family and friends!

Client of Andy Seo

Ms Valerie Low

Teacher at MOE

Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.

She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!

Client of Teo Jia Min

Mr Alex

I was introduced to Derrick years ago, and it was a great decision to stick with him since then. He had proven to be a hardworking and reliable individual who cares for his clients. He responds in a timely manner to requirements and requests, so I have no qualms with reaching out to him for any related advice or questions. Always friendly and honest, I have peace of mind when dealing with him for all my policies as I know that I can trust him to look out for my interests. Appreciate your help and friendship throughout this time, Thank you Derrick!

Client of Derrick Chee

Ms Juliana Loh

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Mr Kelvin

Manager

Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.

Client of Ting Chaur Fon

Mr Tommy Yeo

I highly recommended Ida Ahmad to anyone in search of a knowledgeable，dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.

Client of Ida Ahmad

Ms Priscilla Lang

Property Consultant

Derrick is a very trustworthy and attentive FA! He only recommends the right insurance products based on our family's needs.

Client of Derrick Chee

Mr Raymond Goh

Coach

Jaricson is very professional in his trade and gives valuable insights to financial questions that i have. He will analyze and advise which is is a better option for me to invest my money in. Always keeping me updated on the current situation of my portfolio and recommending me suitable products. The best guy to go to IMHO. Keep up the good work.

Client of Jaricson Chan

Ms Lin Dah

Retiree

I have known Henry for 8 years now and I am happy with the services and advices that he provides. He is always available whenever I need help and advice.

I have been recommending family and friends to him. Highly recommended!

Client of Henry Ang CS

Ms Niko

HR exec

Yvette has been exceptionally responsive and proactive in addressing any issues or questions that arise. Her dedication to exceptional service and commitment to our organization’s success are evident in every interaction.

The positive impact of her work is reflected in our improved employee satisfaction and the increased effectiveness of our benefits program.

I would recommend Yvette to any organization seeking to enhance their employee benefits and ensure that she is providing the best possible solution to their employees.

Client of Yvette Yap

Mr Aaron Boo

Manager at PYTHA ASIA PTE LTD

I cannot recommend rave highly enough! His dedication and commitment to his work are truly unmatched. He takes the time to thoroughly understand my needs and always goes the extra mile to ensure I have the best coverage possible. His deep knowledge of insurance policies and ability to explain them in simple terms have given me complete confidence in my decisions. It’s rare to find someone so professional, reliable, and genuinely caring. If you’re looking for an insurance agent you can trust Rave.

Client of Rave Peh

Mr Yang

Business Owner

As per attached image.

Client of Roger Lim

Mr Kyle Lim

Full Stack DevOps Engineer at ST Engineering

Jack stands out as a committed financial advisor who goes beyond the basics. He doesn't just check in annually but ensures consistent follow-ups to keep financial plans aligned with changing needs.

From drafting wills and trusts to tailored investment strategies, Jack provides holistic solutions. His "well-being before profits" mindset shines, as he prioritizes meeting his clients' needs before recommending any plans.

Client of Jack Chan

Ms Qiu Yun

Assistant Manager at AIA Singapore

Dear Darius

I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.

Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.

With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).

Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.

You will always be the one whom I will introduce to my friends and family who requires financial advice.

Once again, thank you for the professional service rendered as well as being a great friend!

Client of Darius Tan

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Mr Suffian suhaimi

IT engineer at Zaar MRN

Henry has been with us for more than 12 years. Before we were married, to having a home to our first born. There is no one we trust more in our financial life other than Henry. He takes care of you and your family first. Thank you.

Client of Henry Ang CS

Ms Chuwa Wee Ling

Registered Nurse

Alfred has been very patience in explaining to me on my insurance policies. He will always help me to understand. There were a few policies where he had help me with and I have benefited from his professional service. Will continue to seek his advise for this!