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.

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Mr Derrick Lim

Senior Staff Nurse at Singapore General Hospital

Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future.

Client of Eugene Kuan

Mr Vincent

Quality Cum Engineering Executive

Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!

I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!

Client of Teo Jia Min

Mr Ernest Er

Manager

Knowing Garrick for many years, he has been very conscientious, professional and dedicated to his work. He has been patience in explaining my financial and insurance gaps, going thru details and share examples. Very knowledge, keeps track of my policies and answered questions timely and accurately. Highly recommend Garrick to be your financial planner, anything unsure just ask Garrick!

Client of Garrick Lin

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.

Client of Tan Jun Qi

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms Grace Tan

Sales Administrator at Simply Connect Pte Ltd

With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!

Client of Ng Tiac Pin

Mr Yee Tze

Analyst

I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor.

Client of Alfred Seng

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 Tan Yi Jun

Ms Cheong Pui Fern

Teacher at Ministry of Education

Lizhen is my trusted financial advisor when it comes to insurance matters. She is helpful and sincere in her approach when interacting with her clients. She listens to her client's needs and provide sound advice and guidance that is comforting and assuring to her clients. I'm very thankful that she is always there for me, providing her listening ear to me when I have doubts about my future plans. She clears whatever doubts I have and I feel at ease each time I share my concerns with her.

Client of Khoo Li Zhen

Mr Nick

User Experience Executive

Danny has been a inspiring leader throughout the years that I've been working alongside with him. He is someone who constantly challenged me to do bigger and better things, back me up during difficult times, have the flexibility to solve problems in an ever-changing workplace and treat others with dignity and respect

I've always been thankful to have Danny as a role model and I've learnt great personal and professional skills from him through the journey working with him.

Thank you for being a great mentor.

Client of Danny Lee

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Mr Sufian Yap

Project Manager at Freelance

Hund came to me in a time where i was left in the dark by a few agents, he came and assessed the current policies i currently held in my portfolio. His advice was very up to date and easy to understand. I am a diabetic and didnt have alot of policies available to me but Hund always kept his ear to the ground with regards to new policies that diabetic people are entitled to. He never hards sells policies to me which is what i like. I am a practical person and his advice is super practical to the current protection needs i currently have. Hund is also easy to talk to and deal with. His is always ready to help and offer great advice even with plans from rivals "agencies" I am really happy to have him as my FA! Take my word for it. YOU NEED SOMEONE LIKE HUND IN YOUR LIFE!

Client of Hund Wong

Samantha Chan

Product Marketing Exec at Rarespawn Ventures

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs.. Maeva's knowledge of finance is impressive, and I trust her guidance completely

Client of Maeva Huang

Ms Li-Yer

From being my mother's trusted friend for many years to guiding me through my first investment, Nicolette has been very supportive and patient. I am so grateful to have her explain how can we best work around the markets and my financial capacity. Nicolette brings in her wealth of knowledge, skills and experience; I am confident she will be able to enrich your financial portfolios as well!

Client of Nicolette Gnoh

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 Jovin Chew

Aspiring Business Analyst

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Client of Jack Chan

Mr Russell

Healthcare Worker

Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)

Client of Danny Lee

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.

Client of Serene Seah

Mr Edwin Phua

Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.