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 Kris Wang

Executive Admin at Guardant Health AMEA

Having known Clive for many years, naturally I went to him when I had to take up a mortgage.

Have always known Clive to be level headed and financially savvy. So I leaned heavily on him when I was making my biggest purchase (my new flat) of my life. He did a very good job of assessing my finances which in turn soothed my jittery nerves of the purchase. It would have been a huge nightmare without him.

Also, very good suggestions on investments from Clive. He acts on the interests of me, whatever works better for me, and not how much commission can he get. He always reassures me, “whatever is comfortable for you!”

Client of Clive Lim

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

Mr Sean

Material Executive

Kimberly is a great person with great character and has client's best interest at mind. I am grateful for her thoroughness and time spent to make sure my needs are well covered. She is highly committed to her profession, and I have no reservation recommending Kimberly to any of my friends and family.

Client of Kimberly Tan

Mr Lee Jun Jie

Financial Consultant at Aviva

A very good and understanding Boss. Always will go extra miles to help people. Has known him for 3 years and are still keeping in contact. From my boss to my friend now.

Client of David Tang

Woon Chin Khuan

Mark Ho is a great person with great character. He is very trustworthy and provides excellent service. Mark took the time to analyze my current insurance policies and was able to make some excellent recommendations. He is very mindful of customer satisfaction and he has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend Mark to anyone without hesitation or reservation.

Client of Mark Ho

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Mr C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

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

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Mr Jing Yong

Accountant

Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority!

I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM

Client of Teo Jia Min

Daphne

Assistant Director

I've known Andy for many years. In our interactions, Andy has always been a sincere and hardworking person. He pays close attention to details, which is a big plus when helping to compare products for you as a client. He is also able to explain the products in a clear and easily understood manner. Thanks for all your help, Andy! Deeply appreciated.

Client of Andy Seo

Dr Jared

Assistant Professor at Singapore Management University

Alvin has been my financial advisor since I was doing my PhD before I had a family. He is knowledgeable and dependable. He helped with all of my needs, from the most basic of issues like travel insurance, to complicated matters like getting coverage for my son who was hospitalized at a young age. Alvin helped me through all my significant life stages and revisited my coverage requirements each time as my family grew and as I upgraded my housing. Highly recommended, not pushy at all. Thank you Alvin!

Client of Alvin Cheo

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

Ms Bei Yu

Teacher at Skool4kidz

Kimberly对客户的关怀理解和专业的知识令我印象深刻，她总是尽心尽力为客户提供最合适的保险方案。她的耐心和细心让我感到放心，清晰的沟通能力也使得购买保险变得简单易懂。她是一位出色的保险销售员。

Client of Kimberly Tan

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

MR VADAMALI SRIRAM

Operations manager at HL TRAVELS AND TOUR PTE LTD

I recently had the pleasure of working with Mr.ELDEN WONG. He made the insurance process a walk in the park. Friendly, knowledgeable, and always ready to tackle my questions.

Hats off to Mr.Elden Wong and SYNERGY. More than an insurance agent, he's like family. Takes the time to understand my needs, ensuring I get top-notch coverage. I trust him implicitly and know he’s got my back. Thanks for everything, Mr.Elden Wong..

Client of Elden Wong

Kaishan

Me and Maeva have know each other for 13years. She been very friendly n patient to advise me, my familys and friends. When you have a question or need someone to advise, she always reply fast n clear to you. I will definitely recommend her to everyone. Well done Maeva you did a great job 👍

Client of Maeva Huang

Mr Chen Yanfeng

Executive Director

David Tang has been giving sincere and excellent advice for my family insurance and financial portfolio since 2002. Highly recommend his services to all!!

Client of David Tang

Violet

I appreciate Sie Hua's advice and help in supporting me through being financially prepared as a young professional. She is attentive to my requests and quick to respond to any queries I may have.

I would recommend Sie Hua for anyone who appreciates a friendly face and personal touch in how she advises her clients. Thank you for your help!