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.

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Mr Md Safrin Saptu

Project Executive

Appreciation for Excellent Service.

Dear Ms Amber Chan and Ms Janessa Ong,

We hope this message finds you both well.

We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.

Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.

Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.

Sincerely,

Client of Amber Chan

Mrs Cynthia

I’ve had the pleasure of working with Jaricson as my advisor, and I’m truly impressed by his professionalism and knowledge. He takes the time to explain policies clearly, ensuring I fully understand my options before making any decisions. Jaricson is reliable, patient, and always puts my best interests first. I feel confident knowing that my insurance matters are well taken.

Client of Jaricson Chan

Mr Jason

Logistics Analyst at Stryker

Tynn is a a detail oriented and friendly professional in the financial advisory industries. She believe and commit in her work with lots of passion. She is a meticulous lady. She keep her clients up to date whenever there is a amendment in the policy, especially during this global pandemic. She is extremely helpful in answering all the queries and one outstanding advantage about about Tynn. She is never pushy about selling her products. Most importantly, a good advisor is able to identify on which products fits for each individual. Good Job Tynn. Keep up great momentum

Client of Tynn Lim

Mrs Chandrika Shukla

She is always helpful. She is quick in turnaround. Thanks.

Client of Chandrika

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Ms Tan Jiamin

Admin

Jia Min helped me to map out my current financial situation so that I have a clearer picture of where I am and how do I progress towards planning for retirement, property etc., and also objectively assess my insurance policies and tell me what I need and what I do not. I have always wished that someone could tell me whether I am getting the right policies or I have enough coverage, instead of just selling me insurance, and wish I could have met Jia Min earlier! She was very patient in explaining things I do not know, in terms of general and financial knowledge. She also goes the extra mile to find extra information, tips, and analyse my situation and advise on the most suitable options for me. I feel much better talking to her compared to a regular insurance agent who has an agenda to sell you their policy and I feel pressured to buy after they explain the policy benefits. They don't give me comparison and I do not know what other options there are, and whether what they are selling is really suitable for me, or whether it is really worth buying. I really appreciate Jia Min's time and effort, thank you!

Client of Teo Jia Min

Mr waynec

Business Planner at ....

An agent (also a friend) who's professional, reliable, responsible, service-oriented, making our insurance decisions hassle-free.

Client of Sean Neo

Mr Wayne Toh

Engineer

Zhen Quan is a trust and professional guy who will go all out for you. Not only does he possess great knowledge in his job, he is also very patience. Being non pushy, he made the whole session stress free. Highly commendable.

Client of Siah Zhen Quan

Ms Kimberly Ang

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

Client of April Lim

Mr Noran

Grace, specifically, is unlike any Financial Advisers I have come across. She will analysis and understands my situation and my needs before introducing the policies to me. This allows me to make sound decisions. She will meet-up yearly to provide updates on market situation and suggest next course of action. She has certainly break the stereotype I had for financial advisers. Would definitelly recommend them to people who needs financial planning!

Client of Grace Wong

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Miss Chevonne

Food technologist at Inspire healthcare

Jennifer has been a reliable advisor. Her vast experience in the industry allows her to provide insightful advice tailored to my needs and goals. She is farsighted and thorough in guiding me on how to manage my finances, especially for big-ticket items. The policies she recommends are carefully considered and explained in detail to me. Most importantly, as a young working adult, I feel safe and confident investing and entrusting my finances with her. Thank you for your service.

Client of Jennifer Kee

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Mdm. Zhang

Teacher

I would like to express my sincere appreciation for Yvette’s exceptional guidance. She took the time to patiently walk me through how to start investing and customised my entire portfolio, ensuring I understood every detail and felt confident in the decisions we made together.

She also made extra effort to make me feel assured. Her professionalism, clarity, and genuine care have made a significant difference in my financial journey.

Thanks to her thoughtful advice and consistent support, I have seen meaningful growth in my investments. I am truly grateful for her dedication and for always putting my best interests first.👍

Client of Yvette Yap

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

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 Juliana Cheok

Analyst

I have known Harris for more than 15 years. His meticulous, faithful and enthusiasm for work has always been inspiring. Other than regular meet up session, he will not hesitate to meet up whenever he sees an opportunity to build up my “empire”. He is extremely patient to share about the market situation and his views on the directions of my investments. He is not a “pushy” person but work within my means. I remember I was losing quite a fair amount of my investment from another financial planner who did not take good care of my portfolio. Harris told me he will try his very best to recover the losses. In less than 2 years’ time, he not only recovered the losses but I have margined up my investments. I would seriously recommend him to anyone who is really keen in growing their investment empire and wanted an accountable financial planner to work with

Client of Harris Mak

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Ms Mei Jun

Energy Lead at Banking Industry

I would like to express my appreciation to Jia Min for her patience and clear advice in optimising my coverage and selecting the plans I want. I can feel that she is very genuine and always thinking of what is best for me. I would definitely recommend her to my friends if they need any advice on insurance matters.