Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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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.

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Mr LK Lim

Test Manager at Test Company

Test testimonial for Eric

Client of Eric Lim

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Mr Anantha

Director

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

Client of Shawn Koh

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 K.Saravanan

Security at Certis Cisco

Nothing

Client of Liinson Heng

Miss Jody Young

Medical Laboratory Technologist at Singapore General Hospital

Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.

Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.

Client of Jack Chan

Ms Kua Yi Wen

Manager

Linda is very sincere and trustworthy. I feel assured with her as my advisor and agent, who always has my best interest at heart. She patiently takes the time to understand my needs and lifestyle, and recommends only suitable policies that are applicable to me. When I had to make claims, she was very efficient and it made the claim process very smooth and easy for me. I would highly recommend her to anyone who's looking for an advisor to take care of their insurance needs. Thank you Linda!

Client of Linda Quah

Mr Francis Gan

Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)

Client of Serene Seah

Mdm Chin Li Yoon

Account Assistant at Ong Chwee Ling Pte Ltd

我认识的保险从业员，象Angeline Ng 那样能够运用流利的华语和我溝通，講解保险内容的是很少，她工作时很认真地解释，让我明白。能认识她也是缘份。动手术时，她会在电话或WhatsApp 告诉你如何走保险的程序，让我安心。术后复健看医生等单据的索償，不懂时她也会帮你呈上，让我不会觉得烦琐而无所适从。。 Angeline Ng 是一个很好的保险从业员。谢谢你，Angeline Ng.

Client of Angeline Ng

Cleve Wong (ex Andrew Lee Unit)

Client Management at Aviva Ltd

I first joined the financial services sector in Jan 2010 - it was with Synergy. Being totally new in the industry, I required plenty of guidance and training. Andrew has been providing strong support since day one without fail. He is extremely giving when it comes to sharing knowledge and important concepts, and you can tell this is because he a firm believer of the work that he is doing. Many times, I would be inspired by his driven work attitude, and that kind of motivation was exactly what I needed as a new advisor. In addition, Synergy is such a dynamic platform. They have focus groups comprising of highly experienced individuals providing the best resources to us. Processes are constantly and routinely being improved and streamlined to improve the effectiveness of its goals towards its customers, and the efficiency of its advisors. Many times, I had thought to myself that Synergy is the right company for me simply because it is always on the leading edge - always improving and evolving. The knowledge and work attitude I have learned from Synergy and Andrew have proven deeply valuable to me in this industry. I am certain that Synergy will continue to grow and prosper. Cheers to Andrew - to continued good health and success!

Client of Andrew Lee

Ms Nurul Salleh

Senior Executive at National University of Singapore

Having a career and being financially stable means a whole lot more after I met Nova 6 years ago. I sought her out as she possesses deep understanding in financial planning and investment strategies. Nova certainly has got my best interest at heart as she took the time to understand my financial situation, goals and risk tolerance.

Nova is incredibly responsive and approachable and she checks in with me from time to time to provide clear and actionable guidance where needed.

I’ve seen significant growth in my investments and I’m looking forward to the next phase in my financial journey – Financial Freedom. Thank you Nova! Your success means mine!

Client of Nova Lontok

Mr Melvin Y

CEO and Technologist

Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.

Client of Harris Mak

Mr Lim

Rave was pleasant, efficient and a very friendly advisor. I feel he responded to all of my concerns and I am pleased with my new insurance packages.

Client of Rave Peh

Mr Wu Hongzhou

Risk Analyst

I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority.

Kudos to him and highly recommend him to anyone who needs help in financial planning!

Client of Kuah Rui Han

X.L

Operations Manager

Andy is very knowledgeable about his job, and has been helpful explaining me everything I need to know about insurance. Always friendly and professional, Andy is also quick to respond to any question or concern. Great service.

Client of Andy Seo

Ms Sharon Teo

Preschool Teacher

Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!

Client of Angeline Ng

Ms Aelis Seah

Asst. Manager

It’s clear that Derrick worked very hard to find the best value for our personal insurance, even in spite of the fact we had some unusual circumstances. He was extremely patient and informative. He completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been. Thank you for these 14 years & many years to go.. Thank you!

Client of Derrick Chee

Ms Fl

Business Development

Rui Han has been my trusty financial advisor for the last 4 years :) I like how he gives his sound advices and justifies the numbers he puts up. He's also really open to ideas and friendly - this means a lot to me as it translates to open, transparent and fruitful conversations about life/finances.

Client of Kuah Rui Han

Ms Grace Chua

Account Manager

Eva was assigned to my account from a previous agent. Although was skeptical with new agents initially, she has proved to be very reliable and hardworking as compared to all my previous agents. Her response are usually fast and prompt so i am very happy with assigning my policies to her. I trust she can do a good job with her aptitude and sense of responsibility which are important traits of financial agents. Would recommend her!