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 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

Mr Dennis Tay

Marketing General Manager

Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated!

As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of.

Client of Teo Jia Min

Mr Iskandar

Engineer

Yvette was easy to work with, her communication was also excellent as well. She offered sound suggestions that added to the quality of each of our plans. Because of this, we were able to upgrade our hospital plans to a better plans.

Client of Yvette Yap

Ms Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Mr Xavier Tan

General Sales Manager at Hock Tong Huat Pte Ltd

I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.

Client of Soon Pei Chi

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Tan Yi Jun

Mr Zhang Zhe

Banker at Citibank

April is a very solid agent. Helped me save money on my health insurance and have been very helpful even though I'm not a very big client. Well done April for the solid work.

Client of April Lim

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!

Client of Eeks Lim

Mr Clayton Soh

Devialet

Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.

Client of Alan Lim

Ms Hong Woon Shang

HR Executive

Impressed with Derrick's service. A great listener, understand my needs. No Hard Sell. No Force. Trust Derrick

Client of Derrick Chee

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Elaine Low (ex Andrew Lee Unit)

Manager at King Potato Eyewear

In 2012, I was deciding to join either Andrew’s unit or with another unit in Company P. The reason why I joined Andrew is because of his amazing personality that attracts me. He shows a lot of care and guided me in this industry. He is very good in interpersonal communication skills and he is always very willing to share with us his knowledge. Within my one year with Andrew and my senior, Tynn, I had learnt so much in this industry which is relevant even up to today when I am running my own business. I’m forever grateful to them and definitely did not regret my choice by joining Andrew Lee’s Unit before I venture into my own business.

Client of Andrew Lee

Mr Lee Zheng Yuan

Vivian puts to good use her gift of maintaining her professionalism at all times while simultaneously allowing her warmth to shine through, putting clients at ease. She breaks down seemingly complex investment instruments into easy-to-understand bits for the layperson and with her characteristic candour and technical expertise, can always be relied upon to provide sound investment advice.

Client of Vivian Peh

Ms Alice Tan

Confidential Secretary at JP Nelson Group

It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!

Client of Grace Wong

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.