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 Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

Mr Huang

Civil Servant at Mindef

He is a very friendly and polite advisor. During my policies review he took time to explain to me on the policies l had and advice me on what sort of protection l lack to improve my protection. He very quick and responsive to my questions and query. Overall, l would recommend him to my friends in the future.

Client of Ng Tiac Pin

Ms Jie Ling

Teacher

Rui Han is a friendly and reliable advisor to work with. He is always ready to reply and assist with any queries that I have regarding financial products/insurance. I can feel his genuineness and passion in this line of work and would recommend Rui Han to friends looking for an IFA.

Client of Kuah Rui Han

Mr Darryl Chua

NSF

Highly recommend Rayers to everyone who is looking at getting help for finance and investment! He is an expert in this field as he has good knowledge in finance and investment. He has been helping me with managing my finance for the past 3 years as my finance manager.

Client of Rayers Sia

Ms Shaina

It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!

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

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

Mr Dominic Tan

Counsellor

Pauline has been consistently warm and genuinely caring towards my wife and myself and has considered our needs as priority, recommending plans which we benefit from and can comfortably afford. Feeling safe with and being able to trust your agent has always been crucial in financial planning and my family is able to do so with Pauline. Thank you for your heart in the work you do!

Client of Pauline Lau

Mr Mao Shan

Engineer

I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set.

Client of Roger Lim

Mr Thomson

Procurement

I knew Derrick Chee few years back when I first moved to Singapore. And I felt it was the time for me to plan for my Insurance. Derrick is a very patient and met me few times to understood my needs and short & long term plan before recommending the correct insurance product. I am glad to trust my financial plan and could have comfortable coverage with his plan suggestion.

It was pleasant and definitely recommended financial and insurance advisor Derrick Chee.

Client of Derrick Chee

Emer & Jiajia

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!

Client of Dennis Chiu

Dr Yuanto Kusnadi

Assistant Professor at SMU

Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.

Client of Sherry Choong

Ms Rosalind Koh

Digital Marketing Manager

I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.

In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

Client of Grace Wong

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!

Client of Vivian Peh

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. Marque Lai

Customer Experience Manager

I have known Tynn way back, even before she has made it so successfully in her career. One thing about Tynn is that she CARES about her clients and treats them with sincerity. I had a few agents/advisors before her and slowly she became the one that I go to everytime.

She is ever dependable and always ready to answer your questions. Her knowledge of insurance, the process on claims and payout, documents required are impeccable. You can ask her almost anything and she is able to answer with great confidence and will even sometimes text you in the middle of the night to affirm her answer to you. Her response speed is superb and would go the extra mile for her clients to ensure that their needs are answered to. Sometimes I even wonder whether she sleeps because of the efficiency she demonstrates.

There is no other people I would recommend to my friends and colleagues if they ever require any financial advisor, because of her attitude and professionalism. She appreciates the word of referral and tries her very best in her role, for she knows she also carries the reputation of her referrer. That’s what makes me trust her so much and believe that she is always on the lookout for my best interest.

I hope Tynn continues to shine and spread her wings to scale greater heights and if you ever need an advisor that is dependable, trustworthy and professional, Tynn Lim is the person you are looking for. Go Tynn!

Marque Lai A very tenured and still the extremely satisfied client

Client of Tynn Lim

Mr Yeo C S

Andy is an excellent FA whom you can count on. He has great product knowledge, is resourceful, provides sound advice, gives prompt service, and most important of all, he is willing to go out of his way to help his clients. I have good experience in getting Andy's service, and I will recommend him to my friends.

Client of Andy Seo

Ms Angelin

Eva has shown a great deal of enthusiasm for her work and has taken on responsibilities above and beyond what is required.

Client of Eva Tan

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

Ms Lee Li Xuan

Working under Lim Li Fen's leadership has been an incredibly rewarding experience for me. Her ability to guide her team with a perfect balance of compassion and competence is truly remarkable. She fosters an environment where every team member feels valued, heard, and empowered to reach their full potential. She also recognizes and celebrates the achievements of her team, no matter how big or small, instilling a sense of pride and motivation in all of us.

What sets Lim Li Fen apart is her genuine commitment to our collective success. She leads by example, demonstrating a strong work ethic, impeccable integrity, and a relentless pursuit of excellence in everything she does. Her guidance is not just about achieving results; it's about fostering growth, nurturing talent, and cultivating a culture of collaboration and innovation.

Her mentorship has been instrumental in shaping my career trajectory, providing invaluable insights, guidance, and support every step of the way. I am truly grateful to have her as my boss and mentor. Li Fen is more than just a leader; she is a beacon of inspiration, a source of encouragement, and a guiding light in the workplace. I am honored and grateful to have her by our side as we are continually inspired by her example.