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.

Mr Alen Ho

Security Management

Tiac Pin is very detailed in going through the policy that i am keen on. He will also give advice on whether the policy suits one needs. If he is in doubt of the particular policy, he will try his best to find out for his clients. I can trust and rely on Tiac Pin. Therefore, i will recommend him whoever wants to get a policy.

Client of Ng Tiac Pin

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Kuah Rui Han

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Client of Jennifer Tey

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mr Kenneth

Student (Undergraduate)

My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!

Client of Evon Chen

Mrs Sabrina Rosli

Physiotherapist at NUHS

Jun jie explains the various aspects of insurance well to me. Furthermore he has taken the initiative to decide which options are good for me. Will recommend to my friends definitely. Thank you!

Client of Chan Jun Jie

Ms Isabella Toh

Civil Servant at MOE

I got to know Eric from a colleague. I find him sincere and friendly, knowledgeable and warmth. He is clear in his explanation whenever I have doubt. He is people oriented. He knows his clients well and find out the needs of individual before he plans for product that is beneficial for his customer. I have made good profit under his recomnendatiob within a month of investment. Thank you very much, Eric.

Client of Eric Lim

Mr Roger

Product Development Manager at Ascenz Solutions Pte Ltd

Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.

Client of Danny Lee

Ms Nordianawati Nasali

Ms Vivian Peh is an approachable person with a bubbly, patient, trustworthy and honest attitude. These traits are very important to me as otherwise, it would be very difficult to entrust any agreements. When unsure, she would tell me upfront, find out and revert. She does not have the big turn-off pushy behaviour which advisors tend to have. Rather, she listens intently, questions for better understanding and respects my decision. Hope she retains these wonderful characters so that I can continue to depend on her when any insurance related needs arise for me and my family.

Thank you.

Note: I did not indicate my designation and company as the testimony is based on my personal experience with Ms Vivian Peh as a personal insurance advisor. Thank you.

Client of Vivian Peh

Dr Arindam Basu

Associate Professor at NTU

Sherry helped me plan for life insurance and medical insurance. She is quite knowledgeable in the area and patiently explained all the quirks of the different options. She was also kind enough to come to my house and help finalize the plans. A pleasure to work with her.

Client of Sherry Choong

Janice Tsai

Musician

Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.

Client of Willynn Soh

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

Ms Winnie

Elden exhibits high level of professionalism in his work. Would like to thank him for taking the time to understand my financial goals and personal values. His expertise and thoughtful guidance have been invaluable to me and my 2 daughters. He takes pride in delivering good service and always keep us informed about market trends and update us on the performance of our investments.

Client of Elden Wong

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

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

Rachel

HR manager at % Arabica

I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.

Client of Law Hanwei

Ms Anjali

I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.

Client of Shawn Kwok

Ms Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Client of Sean Neo

Mr Johnny Lim

Project Engineer

I met Jarius to explore my alternatives for reducing the cost of my insurances without compromising the coverage and to discuss where to invest my money and found him to be knowledgeable and approachable. He was able to make things clear and understandable for me by using simple language. I have observed him to be conscientious in his work. He has a wonderful personality as well, on a more personal level. His openness and candor make him a good fit for his present position as a financial counselor. I am convinced that he will be valuable to anyone who is wanting to prepare their financial future.

Client of Jarius Kan

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.