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 Nurasmin

Document Controller

Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!

Cheers, Nura

Client of Cheryl Huang

Ming Loh

Upholding high integrity and transparency, Suet has been a great FA that I go to. Being very detail-oriented and practises active listening, she offers the best advice, and customises the complex financial products to suit my family needs. I never have to buy all the extra coverage. Her genuine care and commitment are invaluable and she is not just a financial advisor but has become a trusted family friend, reviewing my policies to meet the different stages of life. Thank you, Suet.

Client of Yeo Suet Yeong

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Mr Tong TF

I have worked with another Synergy advisor prior to Elden. The previous advisor's performance was lagging to say the least, partly due to lack of communication and partly due to the swing in the market. Upon my questioning, Synergy assigned Elden to me. Synergy should have been more proactive in monitoring advisor performance to safeguard clients, and institute early intervention. My experience with Elden is very different from the previous advisor. Elden has been proactive in providing me with regular updates. His view on the market has been right so far. Elden has help reduced my negative portfolio significantly but it is still 10% below when I started with Synergy years ago. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. One last thing. I would like to encourage Elden in his annual review with clients to share the annual historical value of the clients' portfolio to demonstrate the value he has created for his clients.

Client of Elden Wong

Mr Vinod Iyer

Software Development Lead at Recreo Financial Technologies, Sydney

I have been a client of Chandrika since early 2012 while I was living in Singapore, and still continue to enjoy the best of the financial advice that I can get from her. I would highly recommend Chandrika’s services. She has assisted me with my complex financial needs and I have been more than happy with the results. She is also very prompt in her communications and follow-ups. I have referred a number of my friends and family to Chandrika and they too very happy with the guidance received. I will definitely continue to rave about her services.

Client of Chandrika

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 Yang

Business Owner

As per attached image.

Client of Roger Lim

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Client of Jennifer Tey

Ms Aurora

Program Manager, Operations

Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.

Client of Hans Chen

Mr Jasper

From the many years I had know her, Linda is like a big sister caring and understanding my needs in different situations. She always give me good advise when I had issues and even sometimes when the issues are not related to her job she will also give good advise.

Client of Linda Quah

Mr Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Mrs Samantha

Business Development

Before I met Andy, I never believed in getting insurance. However, his sincerity and transparency towards my family and I made me decide to give it a try. I took his advise and applied for a couple of plans to cover myself and my family - and it was one of the best decisions that I made because not a year later, my son and I were both hospitalised. Thanks to Andy and his foresight, we saved quite a fair amount on hospital bills which were covered by the plans. During the periods of our hospitalisation, he was really responsive and attentive towards us and our queries. Claims were also settled quickly. Thank you Andy!

Client of Andy Seo

Ms Nyein Ei

Software Developer

She’s so kind. Friendly and patient. Give the best advice to improve my portfolio and let me make decisions. Even I asked her about other insurance plans, she didn’t do hard selling. That’s what I like about her the most.

Client of Tan Yi Jun

Ms Chloe Chan

Admin Manager at SMU

Well-combed hair, long sleeve shirt, and a briefcase – a typical financial advisor, that was my first impression of Darius. Darius inherited my portfolio when another financial advisor (FA) left the industry, and we met up to sign the paperwork to finalise the transfer.

After being my agent, we meet up about once a year, when my policies are up for renewal. Darius would go through my policies with me then, and after one year, I would have forgotten many details. Long story short, Darius pleasantly surprised me by always being extremely patient and re-explaining things. Additionally, he did not give me the feeling that he was putting up with my questions because I am the client and genuinely answered my queries.

Darius took the time to understand my needs and concerns, and though this is something that all FAs do, Darius did it with professionalism and kindness. No concern was taken lightly no matter how inconsequential, and no judgement passed.

He planned my portfolio not to give himself the best commission but to give me the best value and growth. He made sure that all my concerns (no matter how small) are addressed. There’s a saying that “Talking about money spoils a relationship”, well that is entirely not true with Darius. Darius changed my impression of FAs, and he truly is a gem in the industry.

Shine On Darius!

Chloe -

Client of Darius Tan

Mr Jing Yong

Accountant

Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority!

I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM

Client of Teo Jia Min

Mr Ken Ng

Assistant Manager, Events and Marketing

Henry has been my financial adviser since 2016, and I don’t think there’s any other FA out there who is as committed and responsible as him. Throughout these years (and ongoing), he has recommended me policies that are not only beneficial to me but also catered to my individual needs, while providing sound advice on any question that I might have on other financial matters.

He also does a yearly policy and financial planning review to ensure that my financial goals and medical coverages are aptly met.

On top of that, he also did complimentary Estate Planning (Will drafting) for my parents in 2023! He waived the charges and we did not pay a single cent. This shows a level of commitment to go above and beyond for his clients which is highly commendable.

Client of Henry Ang CS

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!