Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Learn more

Working together to achieve financial freedom illustration

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 Benny Goh

Scm

I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything

Client of Marvin Lai

Mdm Annie

Retiree at Retiree

I’m so grateful for the support and guidance I’ve received from my financial adviser. From the very beginning, she took the time to truly understand my needs and goals. Her friendly and approachable nature made it easy to talk openly, and I always felt listened to and understood.

What really stood out was how helpful and proactive she was in assisting me with my dividend payouts. She ensured the process was smooth and even helped expedite everything without any stress on my end. Her sincerity and genuine care for her clients shine through in every interaction.

Thanks to her, I not only feel more confident in my financial journey but am also very happy with the results. I couldn’t have asked for a better adviser!

Client of Serene Seah

Ms Priscilla Lang

Property Consultant

Derrick is a very trustworthy and attentive FA! He only recommends the right insurance products based on our family's needs.

Client of Derrick Chee

Ms Gerilynne Lee

Education Officer

I first met Nova at the gym, which was the start of a beautiful friendship. Her incredible drive and determination naturally extend from fitness into her work as a financial adviser. Despite her busy schedule, she brings a warm, personal touch to every client relationship. With her proactive monthly updates, I feel completely secure knowing my finances are in such trustworthy hands.

Client of Nova Lontok

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Kuah Rui Han

Mr Ivan Low

Relationship Manager at Citibank

I’ve known Jiamin since my university days and she is someone I can trust fully, not just as a friend, also as an advisor.

She is not pushy and gives me both sides of the picture all the time on the things I want to know, being very straightforward and to the point.

What I really appreciate is how she starts the conversation with an overview on the entire planning and priorities to be discussed, before zooming into the possible solutions we can consider together. She is very willing to share her insights and expertise, especially the key details to take note of. Some of these are information which cannot be found online and you can tell it only comes with experience.

With the ability to compare various products, I get better clarity on what I should be looking for and I know that Jiamin has my interests at heart.

Jiamin is someone who goes beyond her duties as an advisor, and that I would definitely recommend.

Client of Teo Jia Min

Ms Diane Tan Si Qi

Danny is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and painless. Danny is very knowledgeable in his profession and is a pleasure to work with as well. I will definitely recommend my friends to him. Thank you for your service and keep up the good work.

Client of Danny Lee

Mr Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Mr Eric Tham

Auxillary Police Officer at SATS Ltd.

Jack has been an invaluable guide in my financial journey, standing out for his expertise, genuine care, and unwavering support.

During a challenging time when I faced an unexpected hospitalization, Jack's calm reassurance and proactive assistance ensured my medical bills were fully covered, giving me peace of mind. His dedication, both in moments of crisis and beyond, truly sets him apart.

Client of Jack Chan

Ms Maureen

Nurse

Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!

Client of Teo Jia Min

Mr James

Banker at UOB

Carol is an exceptional financial advisor. Her knowledge of products has aided us in deciding which is the perfect policy at different phases of our lives. She has also helped me and my family in all our financial planning needs and she always go beyond to ensure our needs are fulfilled.

Client of Maeva Huang

Ms Aingeal

Student

Ruihan is extremely patient and client-oriented. He is extremely transparent and goes beyond to provide a comprehensive, unbiased overview of what products are available for his clients. Ruihan ensures that my needs are heard first before providing his recommendations, so I'm very assured that he looks out for my interests right from the get-go. My most heartfelt appreciation towards him 😌

Client of Kuah Rui Han

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

ms Jaslyn Tan

sales admin

I introduced to Wei Qi by mother he’s a very friendly and patient person who explain the details bit by bit thank you

Client of Ong Wei Qi

Mrs Li

Elden has in-depth knowledge of investment, insurance and financial planning, he is enthusiastic to provide service to his client. He started with understand his client’s need and then do some research work and then provide advice. He is a very pleasant and understand person to work with.

Client of Elden Wong

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.

Client of Tan Jun Qi

Mr Chun Wei

Project Coordinator

I’ve had a really great experience working with my adviser. Kimberly is very professional, knows her products well, and always gives me solid financial advice. What I really appreciate is how she takes care of all my requests quickly and makes things easy for me. From life insurance to travel insurance, she’s been able to provide me with well-rounded support. It’s reassuring to know I can count on her for all my insurance needs.

Client of Kimberly Tan

Ms Tan Lee Lee

Teacher at Ministry of Education

Serene is my best friend from primary school, and we reconnected after many years. She kindly offered to review my health insurance plans and provided personalized advice, considering my current coverage. Since my existing plan didn’t cover early-stage medical care claims, she designed a customized plan with comprehensive coverage that stayed within my budget. With access to a wide variety of insurance plans from different companies, she found the one that provided the best coverage for my financial situation. She made sure to meet with me several times to fully understand my needs and concerns, and her recommendations were backed by clear, logical reasoning and thorough explanations. I highly recommend her services to anyone in need.

Client of Serene Seah

Ms Lai Kim Yin

Senior Admin Assistant at Capitaland

Derrick provide Excellent, prompt service! The kind of service that has the customer first in mind!”

Client of Derrick Chee

Mr Kevin

Operational at T.H.G

Hans always plays the right cards and approaches every situation with patience and clarity. He takes the time to explain each question thoroughly, ensuring I fully understand before making any decisions. What began as a professional relationship has grown into a trusted friendship. With his strong knowledge and skill set, I feel safe and confident following his advice in managing my portfolio. Here’s to many more gains together!