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 Sandy

她是一个特别亲切的人。跟她说话，特别舒服。她也很耐心的解释和介绍我适合的保单。

Client of Cheryl Huang

Ms Leeann

Executive

I have not regretted having Derrick handle my policies for my whole family. He understands and recognizes our insurance requirements accordingly, and does not just recommend standard plans. He is knowledgeable, friendly and ready to help. I would not hesitate to recommend him to anyone. Thanks Derrick!

Client of Derrick Chee

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Ms Jenny Goh

Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.

Client of Ng Tiac Pin

Mr August Sim

Photographer at August Sim Photography

Maeva is an attentive listener who takes initiative to go the extra mile in providing a thoughtful service that is beneficial to me.

Client of Maeva Huang

Mr Shanger

NSF

A friend of mine introduce me to Rayers in the year 2019 and from that date till now Rayers has been saving my money in a huge amount. Because I am a day trader and I learn the fundamentals a lot however I always get greedy when it comes to taking profit so I end up losing upto $69k USD.. however after Rayers comes in to our lives and talk is through on how and when we should be investing our money with important rules especially with the help of his IFAST platform! I started reducing my losses. I do the RSP of IFAST monthly and it’s very flexible and convenient according to my needs. The fees are low! And initially I was skeptical too because when I deposit in iFAST in the year 2019 I was on a loss and I still remember that the fund was BlackRock. Now it’s 1 year passed Rayers has switched my funds probably at least 4 times and I am in my green zone profiting!! Best part is that he actually texts us on why he is switching funds and explaining the fundamentals behind his act! Which actually also gave us more knowledge on the world affairs and every funds purpose. I am 25 years old and I am investing for 7 years. However I have never come across such a Financial Advisor before. Rayers is probably the 1 in a million FA to actually go to the extra mile just to make sure his client learns and earns the same time! Thank you Rayers for introducing me to IFAST! I will definitely recommend his service to anybody as long as you are driven to invest on a monthly basis!

Client of Rayers Sia

Mr Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Ms Mirani Dyah Claresti

Offer Industrialization Leader at Schneider Electric

I had an excellent experience with Chalysta as my insurance advisor. She is highly communicative, knowledgeable, and professional, providing clear explanations and guidance throughout the process. I truly appreciate her genuine concern for clients’ needs. I would confidently recommend her services to anyone seeking a reliable and competent insurance and financial advisor.

Client of Chalysta Sim

Ms Cheryl

Thank you Danny for taking great care of my insurance, providing excellent service and follow-ups. Appreciate your advice and time spent to ensure that I have the best plans for my needs. Would highly recommend you to my friends and family. Thanks again!

Client of Danny Lee

Ms Joanna Huang

Asst. Mgr. at Mandai Wildlife Reserves

Marvin is very patient to explain till you understand any complicated technical jargon. He povides honest and objective advises based on client's finanicla status and will not hardsell products for self-interest purpose. Glad to know and have him guiding along this financial planning journey.

Client of Marvin Lai

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

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 Vinod Iyer

Software Development Lead at Recreo Financial Technologies, Sydney

I have been a client of Chandrika since early 2012 while I was living in Singapore, and still continue to enjoy the best of the financial advice that I can get from her. I would highly recommend Chandrika’s services. She has assisted me with my complex financial needs and I have been more than happy with the results. She is also very prompt in her communications and follow-ups. I have referred a number of my friends and family to Chandrika and they too very happy with the guidance received. I will definitely continue to rave about her services.

Client of Chandrika

Mr Vincent Shanmugam

Teacher

Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.

Client of Roger Lim

Mr Luqman H.k.

Freelancer/lab Technician

As a freelancer, It is very important that I am fully covered during health related crisis. Hund understood the severity of such situations and gave me unbiased options & advice. He made sure that my priorities, commitment & the affordability of my coverage were all aligned. It is all thanks to Hund that I have a peace of mind while going about my daily life.

Client of Hund Wong

Ms Mika Tanoue

Accounting

Rui Han was really patient and informative, taking time for my financial planning and explaining to me in detail about each aspect. There was absolutely no hard selling and he even helped me save on my insurance and increase my coverage

Client of Kuah Rui Han

Ms Anjali

I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.

Client of Shawn Kwok

Ms Hg

Andy has been such a great adviser and help. He gave timely reminder on policies renewal and gave me ample time to consider as to whether to renew or revise my plans which I really appreciate since I have 2 young kids and we cannot not find this type of service else where. He also gives me update should new / better plans have been rolled out. His product knowledge are great and is very hard working! He always always took the initiative to help me above and beyond. I am very grateful to have a great adviser like him. Highly recommended!

Client of Andy Seo

Ms Jennie Poh

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. I placed my trust in Elden to manage my retirement funds prudently.

Client of Elden Wong

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.