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 Nurasmin

Document Controller

Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!

Cheers, Nura

Client of Cheryl Huang

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

Ms Diane Tan Si Qi

Danny is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and painless. Danny is very knowledgeable in his profession and is a pleasure to work with as well. I will definitely recommend my friends to him. Thank you for your service and keep up the good work.

Client of Danny Lee

Ms Deepthi

Director, Bank Operations

I was introduced to Derrick about 5 years ago and since then i have been impressed with his level of committment and attention to detail in following up on appointments, changes to policies or a general update. Hes friendly, approachable and I have enjoyed interacting with him. I have spoken to other agents in the past but not found them to be as helpful as Derrick. Thank you for all your help over the last few years

Client of Derrick Chee

Mr Chong St

Project Manager at Conplus Resources

Eva has been very prompt in assisting me whenever I need her help. She takes pride in her job and provides exceptional knowledge and excellent service as my insurance agent. With Eva expertise, I can be assured that my insurance needs will always be well taken care off.

Client of Eva Tan

Mr August Sim

Photographer at August Sim Photography

Maeva is an attentive listener who takes initiative to go the extra mile in providing a thoughtful service that is beneficial to me.

Client of Maeva Huang

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

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

Mr Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Ms JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

Ms Hong Woon Shang

HR Executive

Impressed with Derrick's service. A great listener, understand my needs. No Hard Sell. No Force. Trust Derrick

Client of Derrick Chee

Mr Ernest Er

Manager

Knowing Garrick for many years, he has been very conscientious, professional and dedicated to his work. He has been patience in explaining my financial and insurance gaps, going thru details and share examples. Very knowledge, keeps track of my policies and answered questions timely and accurately. Highly recommend Garrick to be your financial planner, anything unsure just ask Garrick!

Client of Garrick Lin

Mr Lim Teong Guan

Angeline takes time to understand our needs and budget before providing us with suitable options. She is very patient in addressing all our queries and would always share with us her views and advice without being pushy. She is objective in her analysis and would provide recommendations to help us achieve the maximum benefits. She takes initiative to update us on the latest plans and development. Our family deeply appreciates her effort and services.

Client of Angeline Ng

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Ms Candyce Ravianna Low

Cabin Crew

I have been getting my policies from Tynn for years. She is knowledgeable, responsible and do not ‘hard sell’ her policies.

I had a few financial planners before she came along. They all sold me policies and then left the financial advisor line. Needless to say, after they left, there are practically no one to service my policies.

Tynn has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms or new policies available.

She will be my one and only financial advisor for many years to come. It’s really hard to come by a dedicated financial advisor. Great job done, Tynn!

Client of Tynn 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 Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

Ms Julie Ong

Head of HR

My company was looking to renew and revise our corporate insurance plans but it was time consuming and complicated for me to review. It was indeed a blessing to have Tynn help me navigate, screen and recommend the right plan for us. Through her relationships with the various agencies, she was able to "tailor made" a comprehensive and cost effective plan. She did an excellent job in ensuring that we transit from our old plan to the new one.

Client of Tynn Lim

Ms Glenys Yin

Senior Consultant at Hays Specialist Recruitment

Tiac Pin is a dear friend and a fellow bowler (a very good one!). He is a friend that you can always count on when you need help and he always goes the extra mile. His reliability was something that gave me confidence to leave my financial portfolio in his hands. Prior to Tiac Pin, I already had policies with other agents. But he took the time to review and studied the gaps in my policies even when he did not need to. You are in safe hands if you are working with Tiac on your policies!