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.

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Mr Koh Wen Jun

NSF at Mindef

Eeks is very informative and patient, she took the time to elaborate in detail what financial planning is and asks many questions to fully understand my needs. I can feel her sincerity in ensuring I get the best suited plan for my needs. I am very happy to have her as my servicing agent.

Client of Eeks Lim

Mr LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Ms Leah Teh

Gidman is a dedicated and trusted advisor that I turn to for any financial planning and protection plans. He walks the talk and shares great plans that he believes will benefit his clients and also is equally invested to help his clients achieve their financial goals. I always feel assured of his support in times of need or whenever I require further clarifications. I will recommend his services to anyone who requires a steadfast advisor in their financial planning journey!

Client of Gidman Wee

Mr Jason Lee

Deputy Head Technology Training

Gem Huang is my financial adviser. I have the pleasure of working with her for several years and I can confidently say that her expertise and dedication have been instrumental in achieving my financial goals. From the very beginning, she demonstrated a deep understanding of financial planning and investment strategies. Her personalized approach ensures that my portfolio is tailored to my specific needs and risk tolerance.

What sets her apart is her commitment to transparency and integrity. She takes the time to explain complex financial concepts in a way that is easy to understand, making me feel informed and confident in my decisions. Her proactive communication keeps me updated on market trends and any necessary adjustments to my financial plan.

Her professionalism and reliability have earned my trust. She consistently goes above and beyond to provide exceptional service, and her attention to detail is unmatched. Whether it's retirement planning, tax strategies, or investment management, she has proven to be a knowledgeable and trustworthy partner.

I highly recommend my financial adviser to anyone seeking a dedicated and skilled professional to guide them on their financial journey. Her expertise, integrity, and personalized service make her an invaluable asset to anyone looking to secure their financial future.

Client of Gem Huang

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

Mr Jerome Loh

Financial Analyst at Bloomberg

April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.

Client of April Lim

Mr Huang Zhiqiang

Machine programmer at Meisterform

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.

Client of Elden Wong

Ms Tan Rong Hui Dora

Designer at Pearly Gates Designs

Our family has been blessed to be in Shawn's care since 2020. Shawn is a shining example of a lifelong financial advisor. We admire his down-to-earth qualities and naturally, he has become a family friend.

Well versed with various insurance, investments, etc, Shawn tailor-made holistic financial plans and proposals according to our needs and goals. Besides being meticulous and organized, he provides clarity by patiently breaking down and explaining complex financial information in a concise manner that is easy for us to understand.

Shawn is continuously growing his financial knowledge, insights and expertise. If there is something he is unsure of, he is honest about it and takes the effort to find out more.

His detailed evaluations and client-centric approach equipped us with a comprehensive overview of our financial health and direction, enabling us to feel safe and confident in our decision-making.

Shawn is helpful, thoughtful, trustworthy and humble. He is always receptive to our queries, even when it doesn't benefit him directly. He demonstrates his reliability, genuine care and support for our family in many ways which we appreciate.

Client of Shawn Koh

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Ms Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

Ms Sharon Teo

Preschool Teacher

Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!

Client of Angeline Ng

Mrs Rinette Leong

Early Childhood Educator

Hund is very friendly, accommodating and understanding. He addresses what is needed for every phase in life and suggest policies or plans that are most suitable to fit and is not pushy. He doesn’t insist when I am not comfortable with the prices of plans but aims to find one that is financially more suitable for me at different phases in life. He has been my agent for 6 years coming and I always feel very assured.

Client of Hund Wong

Ms Felicia Ee

Graphic Designer at Olympia Diary (S) Pte Ltd

Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!

Client of Derrick Chee

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Ms Tan Xian Ngoh

Therapist (Rehab)

Alan is professional, clear and articulate in his explanation of the different plans.

Client of Alan Lim

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍