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 Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Tan Yi Jun

Mdm Jenny S

A Resindo Holdings

Chalysta is very patient and knowledgeable . No matter the complexity of my questions or concerns, she always takes the time to explain everything thoroughly, ensuring I fully understand my options. Her ability to provide clear, actionable advice has been invaluable. I genuinely appreciate her support and dedication to help me to choose the right product . I highly recommend her services to anyone looking for a knowledgeable and compassionate financial consultant.

Client of Chalysta Sim

Mr Lau Wei Lun

Engineer

Thanks Angeline for providing clear and concise advise and recommendations on protection plans for my family. A trustworthy financial advisor that we can rely on.

Client of Angeline Ng

Mr Kiron Chahel

Account Director at CBRE

Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron

Client of Pauline Lau

Mr Donaven

Lawyer

I had a good session with Clive. The introductory financial planning session was very helpful in helping me better conceptualise both my short and long-term financial goals and how to achieve them. Clive was also extremely eager and prepared to answer any questions I had.

It was a great experience speaking to a financial adviser with such great passion and dedication to his job.

Client of Clive Lim

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Ms Charu Harish

Director at Havas Group

Chandrika is a great financial advisor with an eye for Long term goals and returns. She patiently helps people evaluate their requirements and helps them get to a mix of right product portfolio. More than an advisor she’s a Friend and takes personal interest which is very heartening.

Client of Chandrika

Ms Yvonne Tay

Even though Cheryl is already successful and managing a team, her service level, detailed explanations, responsiveness and high level of empathy has not changed. She applies her financial strategies to her own portfolio before sharing with clients which is not commonly found in an advisor.

She displayed strong passion in what she does and is genuine in wanting to help her clients grow in their investments as well as get them protected.

I would highly recommend Cheryl anytime.

Client of Cheryl Huang

Mr Xavier Tan

General Sales Manager at Hock Tong Huat Pte Ltd

I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.

Client of Soon Pei Chi

Jo Ann

Public Relations at SGX

Jason is not only knowledgeable in what he does, but he’s also able to explain things in way for anyone to understand. He puts his clients' interest first, by always reminding them of their financial goal instead of just investing or buying plans just for the sake of growing wealth. He takes the time to understand his clients’ needs and provides ways to meet those needs. He is super helpful - always welcoming questions and taking the time to answer any concerns.

Client of Jason Choo

Mr Chris And Richelle

Project Manager

Initially, Amy was helping us with our Will and now she's our trusted financial advisor. It is a privilege having her as our financial advisor especially in these unprecedented times where navigating the complex world of finance can be daunting but she's able to clarify the doubts that we have. We feel that our finances are now better cared for and we have her to thank.

Client of Amy Lin

Mr Daniel Chow

Personal Trainer at LTU Personal Training

I like and respect William very much.

He is meticulous.
He is trustworthy.
He thinks about your family and the long game.

For years, I was hesitant to engage a financial advisor as their values did not align with mine.

As I listened to William’s outlook of life and finance as well as the proposed strategies to help me provide for my family, I felt assured and confident of my future.

Client of William Seah

Mr Nawal Gupta

COO at Helios Capital Management Pte. Ltd.

Danny comes across as a person who will not mince words to call a spade a spade. He clearly communicated which plan was better even if that meant loss of business. He is a thorough professional and is very knowledgeable in this field.

Client of Danny Lee

Ms Sheila Tam

Lab Scientist at Home Team Science and Technology (HTX)

Jia Min is very efficient at her work and always spends extra effort to simplify and ensure I understand the investment solutions and insurance products recommended to me. The plans are also well-suited to my current needs. As someone who is competent, I feel at ease doing my financial planning with her.

Client of Teo Jia Min

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

Mr Wei Jian

More than a close friend of my wife, Gem never ceases to impress us with her professionalism and passion for her work. More than recommending the most value for money policy for our entire family, she genuinely cares for the well-being of my family when there are claim cases and when it cames to claiming, she advises promptly and accurately. We highly recommend her to all our family and friends! Thank you Gem!!!

Client of Gem Huang

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Mr Luke Lin

It Professional

I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice.

Client of Teo Jia Min

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 Ser Jean

Assistant Brand Manager at Procter & Gamble

April’s genuine concern for her clients is shown through the patience and care she takes to explain policies to them in detail. The passion she takes to her job and her level of knowledge towards her work is unquestionable and instills confidence in us that she is making decisions in our best interest.