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 Andy Lim Yong Chuan

SAF

My adviser treats me more like a friend than a client. He advises me on financial related matters which is closely based on my needs rather than selling his products for his advantages. His professionalism has been displayed through his consistent updates of my investment portfolio over the past 10 years, putting me at ease in the mist of my busy family-work life. It is really a comfort to know that my investments and my future financial plans are in good hands.”

Client of Eric Lim

Mr Robyn Yeo

Quality Manager at Celestica

Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.

Client of Derrick Chee

Mr Lau Jun Jie

Civil Servant

I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.

Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.

Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.

Client of Henry Ang CS

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!

Client of Teo Jia Min

Mr Toh Jun Hao

Engineer at Siemens

Was gaining interest in Investments and I happen to know that Shawn is in the industry. When approaching him for his advice, am glad that he was not hard on his approach. He made sure that I understood the concepts of investing and adequately warned me of pitfalls of this method of wealth accumulation. He honest route of advisory is what assures me that I have found the person to assist me in my wealth accumulation needs. To top it off, his belief in active management of my invested monies helps me ensure that I am on track to achieving my goals. Recommending to everyone who is looking for a structural ,consistent and predictable way to compound wealth.

Client of Shawn Koh

Miss Chloe

Andy sincerity and transparency moved me into buying and introducing my family to buy plans from him. He was very responsive and attentive towards our enquirers. He know which kind of plans is suitable for us, and guide us according to it and our budget. Thanks Andy for everything u have done for us! Cheers =)

Client of Andy Seo

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

Mr Venkatesh

F&b manager at Royal spicy dosa

He is empower knowledge of client handling. Such a great humunity person. Once again thank you sir&ur team

Client of Elden Wong

Mr Derrick Er

Boutique Manager at Bell&Ross

It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor.

Client of Derrick Chee

Mr Yeo Zheng Lin

Engineer

Andy is hard-working, and he put his client's needs before him. He will go all out to help his client, and to give the best for his client.

Client of Andy Seo

Ms Oh

In the many years I have known Linda, she has proven to be consistently good with what she does and is a kind and caring person. She always patiently provides answers to the series of questions asked and is willing to go an extra mile to help. Good personality, great service.

Client of Linda Quah

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

Mr Kayden Look

Social Worker

I have had the pleasure of knowing Mr. Henry Ang for many years, having initially connected with him when he started as a financial advisor at another company. Over time, I have witnessed Henry's dedication and expertise in the financial services industry, leading to his well-deserved position as a Branch Manager and Senior Deputy Director for Financial Advisory at Synergy Financial Advisers Limited.

Henry's commitment to his clients is unparalleled. He has been instrumental in managing not only my insurance policies but also those of my parents and subsequently my wife's. His attention to detail and thorough understanding of our financial needs have provided us with peace of mind, knowing that our family's future is in capable hands.

Henry is an exceptional financial advisor with his proactive approach. When my family expanded with the arrival of a new baby, Henry seamlessly transitioned our financial plans to accommodate these changes. His foresight and ability to anticipate our evolving needs have been invaluable.

Moreover, Henry embodies other positive traits essential for a financial advisor. He is reliable, trustworthy, and always goes the extra mile to ensure his clients receive the best possible advice and solutions. His professionalism and genuine care for his clients' financial well-being make him a trusted advisor and a valuable asset to Synergy Financial Advisers Limited.

I wholeheartedly recommend Mr. Henry Ang to anyone seeking expert financial guidance. His wealth of knowledge, personalised approach, and unwavering commitment to his clients make him a standout professional in the industry.

Client of Henry Ang CS

Mr Vincent Shanmugam

Teacher

Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.

Client of Roger Lim

Ms Claire Escalante

Secretary at Tolaram Pte Ltd

Ida Ahmad is not just a financial adviser; she’s a dear friend. She goes above and beyond, handling claims and renewals and exploring new opportunities. Her advice is personalized and easy to understand, reflecting our deep friendship. Ida’s professional expertise and personal touch make her an invaluable partner in my financial journey. I highly recommend her services.

Client of Ida Ahmad

Ms Lai Kim Yin

Senior Admin Assistant at Capitaland

Derrick provide Excellent, prompt service! The kind of service that has the customer first in mind!”

Client of Derrick Chee

Ms Cynthia I. A

Director at Australian Bank

Evon has been instrumental in my financial management journey for more than 20 years.

Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.

As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !

Client of Evon Chen

Mr Sherman

Engineer at Meta

Vivian never gets impatient with even the simplest of questions. She takes the extra mile to ensure that all my queries are answered and that I understand fully every key decision that has to be made. Her commitment to a long-term working relationship and friendship shows through her friendly conversations both on and off financing-related topics. In short, a meticulous and dedicated adviser, and friend.

Client of Vivian Peh

Mr Russell Gan

NSF at SAF

I have only met Rayers recently but his warm personality has made me feel l can trust him as an advisor and as a friend. His deep knowledge in investments has also widened my eyes into the world of investing and he has fueled my hunger to learn more. He is an outstanding mentor and I will definitely recommend him to my peers

Client of Rayers Sia

Mr Wong Kok Seng

Technician at SIA Engineering Company

after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences.