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 Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Willynn motivates others through her vision, passion, and actions. She has a clear vision of the future, articulate it effectively, and rally others around it. She lead by example, showing dedication, resilience, and enthusiasm, which ignites a sense of purpose and drive in those around her. I appreciate her guidance in building up my team and business.

Client of Willynn Soh

Joy Ee

Angeline has been a great help to my family on several occasions. She will always go the extra mile to help us, address our queries or advise us with integrity. She is always humble, never pushy, and has offered many kind words when our son was hospitalised. Thank you, Angeline, for being wonderful.

Client of Angeline Ng

Mr Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!

Client of Tan Yi Jun

Mr Lai Jiun Yann

Senior Executive at Gao Ji Food Pte Ltd

Mr Derrick is a responsible and efficient person.

Client of Derrick Chee

Mr Joel Goh

Director at Elush

A chance encounter and Kayden promptly became our entire family’s trusted financial advisor. He is not only thorough in his analysis but also give appropriate holistic recommendations based on our needs. Beyond the initial consultations, he quickly proved to be highly responsible and dependable when we had to make claims or when updates to insurances have to be made. Since we met him almost 10 years ago, he has been our go-to advisor for all our financial needs. His credibility stood the test of other individuals as well as he also quickly became the go-to advisor for the family and friends that he was referred to.

Client of Kayden Khoo

Ms Geraldine Chia

Specialist at Schroders

Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.

Client of Kuah Rui Han

Mr Alex

Manager

I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!

Client of Ong Wei Qi

Mr Lok

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including making a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Client of Grace Lee

Ms Phylis Ang

Secretary at KPMG

Appreciate your assistance and expertise in helping me with my insurance. He is professional, trustworthy, patient and has made the process of dealing with insurance easy and painless. I will recommend him to others for their insurance needs. Thank you.

Client of Derrick Chee

Mr Andy Tan

Asia Finance Director at Technology Industries

When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.

Client of Joleen Peh

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Ms GUYU

Human Resources at NAM HWA OPERA

Ewald 是一个认真负责耐心的销售，很满意他给销售规划

Client of Ewald Teo

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Mr. Chris Medrano

Tehnical Specialist at Austco

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Working with Mr. Elden is a pleasure, as he is both approachable and understanding. I highly recommend him to anyone seeking a knowledgeable and dependable financial advisor.

Client of Elden Wong

Ms Aingeal

Student

Ruihan is extremely patient and client-oriented. He is extremely transparent and goes beyond to provide a comprehensive, unbiased overview of what products are available for his clients. Ruihan ensures that my needs are heard first before providing his recommendations, so I'm very assured that he looks out for my interests right from the get-go. My most heartfelt appreciation towards him 😌

Client of Kuah Rui Han

Andreas Eggert

Teacher

I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.

What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.

He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.

Client of William Seah

Ms Vyvian Yap

Operations Analyst at Moody's Analytics

I appreciate Roger's quick response to my enquiries. It is thanks to him that my policy documentation can be ready so fast. Good to have a patient and helpful advisor like Roger.

Client of Roger Lim

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Dr Boon

Data Scientist

For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

As a specialist in insurance issues, he is always aware of the benefits and drawbacks of each and will provide you the solutions that are ideal for your individual circumstances. He has made it possible for me to have adequate protection against accidents and medical issues without having to spend a fortune, for which I am thankful. He has been quite prompt in responding to my inquiries and handling certain administrative matters, and he will keep you updated at every stage of the procedure.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.