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 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 Camelia

Manager at Land Transport Authority

Daven is very attentive and explain in details. He has good knowledge in the products, excellent and detailed presentation. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Ms LuJiaWei

Teacher at Pre School

Yvette is a patient adviser and she is able to provide me useful financial advices.

She consistently follow up with me about new updates without hard selling.

Client of Yvette Yap

Ms Tan Jiamin

Admin

Jia Min helped me to map out my current financial situation so that I have a clearer picture of where I am and how do I progress towards planning for retirement, property etc., and also objectively assess my insurance policies and tell me what I need and what I do not. I have always wished that someone could tell me whether I am getting the right policies or I have enough coverage, instead of just selling me insurance, and wish I could have met Jia Min earlier! She was very patient in explaining things I do not know, in terms of general and financial knowledge. She also goes the extra mile to find extra information, tips, and analyse my situation and advise on the most suitable options for me. I feel much better talking to her compared to a regular insurance agent who has an agenda to sell you their policy and I feel pressured to buy after they explain the policy benefits. They don't give me comparison and I do not know what other options there are, and whether what they are selling is really suitable for me, or whether it is really worth buying. I really appreciate Jia Min's time and effort, thank you!

Client of Teo Jia Min

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Mr Chong Ting Jia

A very detailed and thoughtful adviser that has tailored a custom financial plan for me!

Client of Brandon Lee

Ms Shu Kin

Physiotherapist

Thanks, Darius, for helping me with my financial planning. He is very patient with his explanation and knowledge sharing. He is very considerate, places my needs and goals on top priority and guiding me towards achieving them. He is also very passionate about his job, always ready to help people to secure their financial future and happiness. It is great to work together with such a kind soul!

Client of Darius Tan

Mr Kim Yong

Business Analyst

Genuine, detail-oriented, and patience to explain policies details clearly. I like her way of keeping that connection with her clients, constantly checking-in how’s their well-being, and recommending policies that suits their needs. Not pushy at all and accommodating as well.

Client of Adeline Low

Ms Fion

Admin Executive

Weiqi has consistently been there for me over the years, always prompt with his replies. I appreciate having a financial agent who is consistently available and reliable. I know I can count on him! I have provided him with multiple referrals now.

Client of Ong Wei Qi

Mr C

Andy is a true professional who have my interest at heart. He is sincere and trustworthy, answering all my queries anytime of the day promptly and clearly. He only makes recommendations that benefit me the most and will explain why is that so. Highly recommend him to all my family and friends!

Client of Andy Seo

Ms Hui Cheng

Finance Manager

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Client of Tynn Lim

Ms Xinhui

Management Executive at ST Engineering Electronics

Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest.

Client of Edward Shee

Ms Christabel Tricia Lim Huishan

Student Care Executive at ICON Plus

Trustworthy & responsible. Answers questions with all earnesty. Never fails to respond to my queries and helps with my claims by following up every step of the way. I'm glad to have transferred my policies over to Tiac Pin. Gives me a peace of mind to know that i'm well taken care of. Thank you!

Client of Ng Tiac Pin

Mr Alen Ho

Security Management

Tiac Pin is very detailed in going through the policy that i am keen on. He will also give advice on whether the policy suits one needs. If he is in doubt of the particular policy, he will try his best to find out for his clients. I can trust and rely on Tiac Pin. Therefore, i will recommend him whoever wants to get a policy.

Client of Ng Tiac Pin

Ms Regina Lee

Account Manager at Amobee

Rui Han is a brilliant advisor like no other. He remains steadfast in providing highly accurate and objective view points in all our discussions and prioritises his clients needs. He always ensures I make the most informed choices and facilitates my decision making process by furnishing me with solid explanations even down to the technicalities.

Not only is he trustworthy, he is generous with his time and is always prompt in his responses and follow ups, providing valuable advices in all situations ranging from insurance to investments.

Without a doubt, I would highly recommend Rui Han to my friends and family.

Client of Kuah Rui Han

Ms Tan Hui Kiang

Edward has been very helpful & knowledgeable. He explained the various complicating policies clearly in detail and makes it easy for me to understand which I very appreciate it. Thank you.

Client of Edward Shee

Ms Tsai Xy

Andy is a very knowledgeable and professional financial advisor. On our first meeting, as I had little knowledge on financial planning, he is very patient and provides detailed explanations to ensure I truly understand the different products and what I was lacking. He is also very responsive and provides relevant advices. I would definitely recommend his services to others.

Client of Andy Seo

Miss Chevonne

Food technologist at Inspire healthcare

Jennifer has been a reliable advisor. Her vast experience in the industry allows her to provide insightful advice tailored to my needs and goals. She is farsighted and thorough in guiding me on how to manage my finances, especially for big-ticket items. The policies she recommends are carefully considered and explained in detail to me. Most importantly, as a young working adult, I feel safe and confident investing and entrusting my finances with her. Thank you for your service.

Client of Jennifer Kee

Mr Ng Shao Liang

Architect at Group GSA

Currently residing in Australia for career reasons. Had accumulated spare cash when I was working overseas. Knew that Shawn is professionally advising on investments in Singapore, and hence sought his advice on how I may grow my spare cash sustainably. It was like pro bono service as he knew that it was difficult for my circumstance to invest in Singapore. Nonetheless, he still provided me ideas and recommendation that I may DIY, and most importantly, hassle free. His investment narrative is not frequently heard elsewhere, which was a rather refreshing perspective. Do look for Shawn if you want to consider better alternatives for your investment journey.

Client of Shawn Koh

Adeline Goh

Allied Health Professional

I am incredibly grateful for the guidance and expertise of Jia Min. Jia Min consistently prioritizes my best interests, providing personalized guidance tailored to my specific financial goals and risk tolerance. She takes the time to really understand my individual needs and goals. From the very 1st session to present, she continuously helps to align my policies and suggest better action to be taken to reach my goal. Her expertise shines through in her ability to present complex financial information in a clear and understandable manner, ensuring I fully grasp the implications of each decision. I deeply appreciate her objective approach, where she thoroughly explores both the pros and cons of various options without any personal bias. Her responsiveness and dedication to addressing my concerns promptly have been truly exceptional. With Jia Min's guidance, I feel confident and empowered in making sound financial decisions for my future.