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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
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.
I’ve had the pleasure of working with Elden for my hospitalization and early critical illness insurance, and I couldn’t be happier with the experience. He is incredibly friendly, responsive, and efficient—always quick to answer my questions and provide clear explanations. What stood out most is his reliability. I always felt like I was in good hands. I would definitely recommend Elden to anyone looking for a trustworthy and dedicated insurance agent.
Teacher at MOE
Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.
She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!
April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!
School Canteen Operator at Nil
He very helpful, patience and explain very details regarding the insurance policy that I bought. Thanks a millions Shauqi for your splendid help. Awesome & good job.
Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!
A very detailed and thoughtful adviser that has tailored a custom financial plan for me!
Senior Manager at NCS
Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)
Assistant Manager at Ogilvy & Mather
It is often daunting to find your own trusted adviser in this saturated market. And making a decision to settle on one is even tougher when everyone's singing similar praises about their personal advisers. There is no doubt I have faith in Garrick – he is prompt with replies and armed with an arsenal of product/market knowledge. And perhaps patient to a fault (I mean we have to take time to consider our coverage, yes?). So if you have to shortlist someone to meet, pick Garrick – and take it from there. He is all the good things said about all of the advisers you have heard, but the definitive difference is that with his dedication and pleasant demeanour - he could be your soulmate in meeting your financial needs.
Personal Assistant at Johnson & Johnson
The level of service and professionalism I’ve received from Darius is exceptional. Admittedly, I don’t know much about insurance but Darius has always taken the time to educate me and inform me about my various options. He is very prompt answering my questions and concerns and possess excellent knowledge. With my recent hospitalization, Darius has given me great advice on what is covered under the policy I have bought and my options available even on the weekend. He goes above and beyond to help check on the process and documents required to get reimbursement from my company group insurance. Darius isn’t just trying to sell you something, he legitimately cares about his clients and their well-being.
Manager
When I first got to know Yvette, she does not hard sell and took effort to compare the plan that I was looking for with the various partners that she represents. After comparing, she proposed a solution which actually helps me to save a lot with the same coverage.
She is a trusted adviser as well as a friend.
Through the annual review, she also ensures that I am adequately protected taking into account of my affordability and needs.
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.
Pauline is reliable and always ready to extend help and advice when we need. Thank you for your unwavering support throughout these years!
Hairstylist at Miracle Hair Studio
I'm very grateful of Jennifer's assistance in reorganizing my insurance for my kid and I. She is really sincere and develops a good strategy for me based on what I need and income that will help my future. She excels in financial planning. She has my sincere gratitude and appreciation.
Engineer at Eagles Services Asia PL
I've kmown Liza for almost 5 years. She is very kind & informative with regards to my financial planning.
Doctor
Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!
Assistant Director
I've known Andy for many years. In our interactions, Andy has always been a sincere and hardworking person. He pays close attention to details, which is a big plus when helping to compare products for you as a client. He is also able to explain the products in a clear and easily understood manner. Thanks for all your help, Andy! Deeply appreciated.
Sales Manager at Asiaone Office Furniture
I met Catherine in Y2008 when I came to Singapore to work as Office Admin. She is a nice & friendly, hardworking, knowledgeable and NO hard sales insurance agent. She always listen and understand my needs and propose right insurance policy. I am comfortable and trust her to handle my insurance purchase. And now, my family insurance policy also taking care by her. Thanks Catherine :)
Operations Executive at Eatigo
My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)
Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.