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 Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Mr Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Ms C

Sales And Marketing Executive

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.

Client of Grace Wong

Ms Debbie

Customer Service Executive at Essentra Pte Ltd

Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help.

Client of Edward Shee

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Client of Serene Seah

Ms Cindy Wang

A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈

Client of Siah Zhen Quan

Mr Elvin Chong Beng Chee

Basketball Coach

Roger has been helpful in sharing with me my financial plans and committed to following thru and delivering my financial needs. Really grateful to have know him and know he’s doing great!

Client of Roger Lim

Mr C Y Goh

Managing Director at MG & G Marketing Pte Ltd

As per attached image.

Client of Pauline Lau

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Ms Shirley

Teacher

I have followed Magdeline for many years. She has not only been a great financial adviser, but also a friend with whom I can chat over a cup of coffee. We've talked about everything from work to family. She is patient and friendly, always willing to listen to your financial concerns and offer the best solutions without hard selling. When I was worried about my retirement plan and will, Magdeline addressed my concerns immediately. I feel fortunate to have her as my financial adviser because she is very responsible. I highly recommend her to anyone seeking financial advice. You can ask her anything, and she will explain everything in detail until you fully understand.

Client of Magdeline Son

Mr Mathori

Logistic at Mentor media

Very hard working. Keeping me update news and health care. Would recommended to my friends who wishing to join the insurance policy.

Client of Linda Quah

Pang Cheah Sing Pang

Chef at ALEXANDRA HEALTH PTE. LTD.

From our very first meeting, it was clear that Elden genuinely cares about his clients. He took the time to thoroughly understand my financial goals, personal circumstances, and risk tolerance before crafting a tailored strategy that well aligned with my needs. What truly sets him apart is the attention to detail and the ability to explain complex financial concepts in a way that is easy to understand, making me feel confident and informed about every decision.

think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser! Client of Elden Wong

Client of Elden Wong

Ms Neo Hui Qing

Admin

Know Linda through my husband. My husband had bought insurance from Linda even before we were marry. I bought my insurance from Linda also although I am not familiar with these but she take time to explain. She is not only a good financial advisor she is a good life advisor also. There are time we will seek advise from her beside financial matter and she will also take time to advise us. A very dear friend to my husband and I

Client of Linda Quah

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.

Client of Maeva Huang

Mr Foong Kah Seng

Student

Rayers is a great friend and advisor. He is very knowledgeable in his field and always shares his insight with his peers. He is even willing to provide his professional opinions when I approached him with my financial queries. To sum it up, he is a great financial advisor who always seek to improve in his field.