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 Thamarai Selvi

Nurse

I had a great experience working with Mr Leslie. He took the time to thoroughly explain all the options and made sure I understood everything before making any decisions. I really appreciated that he wasn’t pushy or aggressive about the plans, but rather focused on finding the right fit for my needs. His professionalism and clear communication made the whole process smooth and stress-free.

Client of Leslie Teo

Mr Joe Leong

Head Chef at Sonder dining

Hund has been my advisor for 4 years. He was highly recommended by my wife and I am grateful for all his help thus far with various policies and claims. He often provides useful information to help me understand the policies that I need to have to better protect myself. Hund is always prompt in assisting me with any issues I had with my policies and especially when it comes to claims. My claims are usually processed quite efficiently and if there are any delays, I am always updated. I have had pleasant experiences so far and it is great that Hund does not hardsell but instead, listens and advises me on what is most suitable for each phase of my life. He has also help me and my family with the claims and always follows up with a sense of urgency .Hence, I would highly recommend Hund as an advisor.

Client of Hund Wong

Mr Chun Ren

Student

Rayers is a motivated and knowledgeable financial consultant that has helped me start my journey towards financial independence. He answers any doubts regarding my finances and given advice according to my situation and goals.

Client of Rayers Sia

Ms Phoebe Yau

Customer Service Officer at Interunion (SEA) Pte Ltd

Jia Min is a detail-oriented and friendly professional. She is responsive, and explains every policy in great detail to me. It is great to meet an advisor who knows her products well, handles my claims efficiently, and is able to recommend suitably for my needs.

Client of Teo Jia Min

Tee Cy

PHV Driver

Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)

Client of Teo Jia Min

Mr Jeremy Sng

Project Manager

I have known Rayers for over 10 years and he has always been a supportive friend in many ways.

As an advisor, he has given me many great advise and taught me alot. His insights and foresight for investment has broadened my horizon and a great help in my portfolio.

Client of Rayers Sia

Mr Bryan Chew

University Student

Joleen has always provided great deals on all the insurance coverage that I need. Her patience and diligence in advising me is highly appreciated and I am confident that she always has my best interests in mind. Thank you Joleen for all your help!

Client of Joleen Peh

Ms Rosalind Koh

Digital Marketing Manager

I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.

In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

Client of Grace Wong

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Mr. C L Neo

Retiree at NA

Very professional & excellent service. Highly Recommended.

Client of Ervina Yu

Mrs Rinette Leong

Early Childhood Educator

Hund is very friendly, accommodating and understanding. He addresses what is needed for every phase in life and suggest policies or plans that are most suitable to fit and is not pushy. He doesn’t insist when I am not comfortable with the prices of plans but aims to find one that is financially more suitable for me at different phases in life. He has been my agent for 6 years coming and I always feel very assured.

Client of Hund Wong

Ms Ivy Chen

Social Work Associate

Clive definitely walk me through by giving me his best knowledge and ability to plan my financial wisely. He helps me to understand the importance of planning my retirement fund so that I don’t have to work so hard as I get older. He definitely have the best listening ear to hear me out and gives me his advice. I could trust this person with no doubt. He is definitely the most wonderful person I ever met. :)

Client of Clive Lim

Miss Loh Ying Ting

Group Resourcing Partner at Keppel

I’m truly very fortunate that Clive joined the industry, because now I can have him as my adviser! He is someone who genuinely cares about the people he crosses paths with. He takes the time and effort to understand our needs, and makes sure we are comfortable with the policies we are getting. Financial planning and insurance became so much simplier to work on, with him around. Above all, I know he’s someone who has my back, and I’m positive he will have yours too.

Client of Clive Lim

Eunice Tan

Legal Director (asia) at Equiom Group

Jorge has been my advisor for a few years now. He is hands-on and thorough with his advice. He puts himself in his clients’ shoes and is trustworthy in all aspects. I feel more confident in my financial health following his advice.

Client of Jorge Sabado

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Mr Darul

Kimberly is a very patient adviser who comes across as someone genuinely wanting to help. She is willing to listen to my concerns and doubts and it felt like I was having a conversation with an insightful friend compared to an adviser talking to her clients. Her views on financial planning helped me to broaden my perspective and explore avenues I never would have thought of previously. She also never fails to text/call me from time to time to provide updates, which shows how she would go the extra mile for her clients. Becoming a client of hers is a decision I do not regret. Thank you Kimberly!

Client of Kimberly Tan

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

Ms Ashley Cheung

April has been extremely helpful and is an advocate in seeking a policy that provides the best coverage based on my current needs. I am extremely thankful to work with a financial adviser who demonstrates empathy and is truly interested in my preferences and circumstances. It’s been nothing short of a great experience and April is someone that I would highly recommend talking to regarding your insurance needs.

Client of April Lim

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

Mr Jerome Loh

Financial Analyst at Bloomberg

April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.