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.

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

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

Mr Eric Tan

Operation Manager

The most responsible, approachable and committed advisor that I know. One thing I like about him is that he does not hard sell.

Client of Derrick Chee

Mrs Chan Mei Lian

Tele at SME Republic Advisory

I know Wei Qi when I'm working as a telemarketer in Singlife. At the point of time I was working for him thru my manager. Only heard his name but never meet him in person. I refer my sister for eldershield. He became my sis agent. Last year our trip at GuangZhou we encountered typhoon The claim was nt acceptable to us he went to the extra miles & did his best to do the claim for us again. Thru my mum hospital plan issue I met him up in person & he gave me advice on my mum plan & my policies also. The first impression he gave me was a easygoing, friendly, helpful & most important he was nt pushy at all. I refer to my 2 gals they bought fm him accident plan & saving plan. After he shared the plan wth us he gave us time to think & consider nt in the urgency want to close the plan. Will do referral wth no hesitation.

Client of Ong Wei Qi

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Ms Tan Xian Ngoh

Therapist (Rehab)

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

Client of Alan Lim

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

Me Vigneshwaran Konda Ramadoss

Financial Advisor Mr. Hanwei has suggested the tailored term insurance plan and health insurance plan. He is very patience, can able to accomplish the task at all stage. Highly recommend.

Client of Law Hanwei

Ms Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

Client of William Seah

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

Mr Mathori

Logistic at Mentor media

Very hard working. Keeping me update news and health care. Would recommended to my friends who wishing to join the insurance policy.

Client of Linda Quah

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Mr Sia Hiong Hoon

Commodity Manager

As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!

Client of Angeline Ng

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

Mr Kong

Hackwagon Academy

Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)

Client of Vivian Peh

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Mr Yanghaus

Technical Advisor

Alfred is a true professional. Very clear and understand us well on our insurance needs. For the first time I'm able to understand what I am paying for my insurance and whats my coverage. His follow up is something that distinguish him from the rest. Well done and thank you Mr Alfred.

Client of Alfred Seng

Mr Kenneth Chua

Co Founder, Head Of Sales at Bluenest Pte Ltd

Always reliable that's the best description for Carol Huang. Had been using her services for more than a decade. Never disappoint, always contactable. Throughout the years had recommended many friends and relatives to her. Will continue to do so. Highly recommended.

Client of Maeva Huang

Ms Jennie

Chubb

Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right and advised you on possible funds switch to optimise your investments based on market opportunities. I placed my complete trust in Elden to professionally manage my retirement funds prudently.

Client of Elden Wong

Jun Nan (ex Andrew Lee Unit)

Customer Experience Management Lead at NTUC Income

I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.