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 Kong

Hackwagon Academy

Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)

Client of Vivian Peh

Mr Donny Wee

Sap Consultant at DW Consulting Pte Ltd

I have known Derrick Chee from the 1st policy I bought. He was meticulous in his attitude towards my well being and needs. Derrick is a dependable agent whom I can text to check out my queries. He was also able to goldfind similar products for a lower premium, bring more value to my policies. I am honoured to know Derrick has my back. Tireless agent, caring bro.

Client of Derrick Chee

Ms Yvonne Chew

Homemaker

I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!

Client of Tan Jun Qi

Shu Ling

Risk Manager

Linda has been the biggest help in planning out my policies. She put effort into understanding my requirements and ensured that I am well covered for. I feel comfortable in relying on and putting trust in her. Thank you!

Client of Linda Quah

Lock

Smit Lamnalco

We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.

Client of Chim Keng Hoong

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 Clarence T

Hair Stylist at Hair Philosophy SG

Responsible, reliable and trustworthy Entrusted him with all my investment and insurances

Client of Derrick Chee

Raul

Andy is warm, friendly and sincere. Rare to find someone with such attention to details. Definitely someone you could count on in insurance as he knows his things thoroughly. Highly recommend him!

Client of Andy Seo

Ms Joan Teo Wei Ling

Researcher at Nanyang Technological University

Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.

Client of Ewald Teo

Mr Fadil

Service Engineer

I was looking for medical insurance and Grace was recommended by my sister-in-law. Grace is a flash! The entire process was very smooth as she is fun, very helpful and is gives prompt replies. Not even once I'm worried about all this. Highly recommended! Thanks Grace!

Client of Grace Wong

Mr Benny Goh

Scm

I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything

Client of Marvin Lai

Mdm Sandy Chong

Retiree

Pei Chi is very knowledgeable and professional in looking into suitable plans for me, presenting the different financial & retirement plans available which are suitable for my consideration taking into consideration what plans I already have in place. She sells plans to me with heart and passion taking into account my condition and situation. Never once that she does hard-selling.

I would highly recommend Pei Chi to any potential individual who are looking into financial and retirement planning as well as in looking into investment plans for earning other source of potential income.

Client of Soon Pei Chi

Ms Toh Siew Buan

Senior Finance Manager at Capitaland

Eugene is a very competent advisor, he took the time to analyze my portfolio, clarify any queries or doubts which in turn helped me to have a more holistic financial planning. Especially with regards to my retirement, he has proven to have extensive knowledge on the subject matter and is also proficient to use CPF to compliment my retirement planning.

As an accountant, I look at the facts and figures, and he has backed it up with the right calculations.

With this, I know I'm in good hand.

Client of Eugene Kuan

Ian Lee

Pilot

I've known Lucky for almost 20 years, since we were schoolmates. He has always been genuine, reliable and trustworthy. These traits are essential in someone that manages your personal matters. When I found out Lucky was in this industry, I reached out to him and have never felt more assured since he started helping me manage my portfolio.

Client of Lucky Lim

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Mr Parvesh

Director at Zia logistics

I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.

What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.

Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Client of Rison Ong

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

Ms Rae

Carol has been my trusted insurance advisor since 2010. She is detail oriented and never fail to respond to my request to explore new coverage. She discussed all the pros and cons so I can make an informed decision when it comes to long term commitment in insurance. Looking back, it seems like I’m the one who requested to ink docs rather than her wanting to close the deal on me. She is now our family one and only dedicated insurance advisor and we are pleased to have her for as long as she is still in the industry.

Client of Maeva Huang

Ms Tan Siew Li

Accounts & Admin Executive at Zao Inc. Pte. Ltd.

Thanks Ervina for grouping all my insurance neatly and explain to me what i bought and it is useful as i had lots of insurance, i really don't know is it required. And also help me on the will writing and it took a few months to complete as my information are insufficient. She is very patient and kind to help me on collecting the data.

Client of Ervina Yu

Mr. Balasubrahmanyam Chinta

Asst.Vice President - Risk Consulting

Elden has been a great advisor for me for the last 6 months since the day met him. His well versed in the products shows much professionalism in what he is doing. He listens diligently also explains everything in detail for easy understanding for the proposal that he recommend. I am extremely satisfied for the service that he had given and will continue to take his advises wherever i need. I would highly recommend Elden if you are looking for an agent. Cheers!