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.

Mr Chong

Retail supervisor at Takashimaya Singapore Ltd

I’ll like to express my sincere gratitude to Magdeline for her exceptional services as my financial adviser. She went beyond my expectations providing me with detailed information about the insurance plans that best suited my needs. Her passion and professionalism were evident throughout our interactions, and I wholeheartedly recommend her to my friends and colleagues.

Client of Magdeline Son

Ms Leong

Retiree

Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.

I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.

I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.

Client of Aaron Chua

Ms Tan Xian Ngoh

Therapist (Rehab)

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

Client of Alan Lim

Ms Hui Cheng

Finance Manager

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Client of Tynn Lim

Ms Felicia Ee

Graphic Designer at Olympia Diary (S) Pte Ltd

Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!

Client of Derrick Chee

Ms Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Client of Sean Neo

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

Ms Chew Yi Xian

Relationship Manager at OCBC

Jia Min is a very sincere and genuine financial advisor whom I can trust and rely on for any financial advice, handling of policies and technical queries. She goes the extra mile to make sure that I understand what I’m purchasing and genuinely wants the best policy fit for me. Appreciate how she is so open with sharing all her financial and investment knowledge and is ever so willing to listen whenever I need any advice. It’s been a pleasure being under her care and I would highly recommend Jia Min!!

Client of Teo Jia Min

Ms Charis Low

Procurement at DSTA

I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.

Client of Andy Seo

Mr Nw

Cabin Crew

The session I had with Aaron was very informative and insightful. He has clearly explained the different type of risks, and the different policies applicable. He took the time to help me analyze my current policy, and how my current policy is in comparison. He clearly explained term and whole life plans, which I wasn't sure of hence it has definitely increase my understanding. Using simple-to-understand charts and numbers, he has better my understanding of the different type of policies available, and how they can benefit me for my present and future. I like that he took the time to present this session with a digital write pad and presented the information that is specifically catered for me. Overall, the session has definitely helped me with my understanding, and I am able to know what i don't know when it comes to policy and planning. I was able to explore better options through his session, and better understand where my current state of planning is.

Client of Aaron Chua

Mr LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.

Client of Hans Chen

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Ms Joan

Hand Therapist

Friendly and prompt in answering my queries. Willing to listen to my requirements before recommending the plans that are suitable for me. 👍

Client of Wilson Ang

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Mr Adrian Lau

Property Agent

I met Darius through his telemarketer. He came across as a friendly and respectful independent Financial Advisor to explain about the Eldershield policy provided by different insurance companies. During the meeting session, he is very detailed in his explanation and patiently answered all the questions I had about the policy. He is constantly working in my best interest to choose the most suitable policy which serves my needs and budget. I have purchased an Eldershield policy through his good advice.

Darius is constantly keeping in touch with me. As my age grew older, I required certain policies to protect me and my family. He is able to source the most suitable policy to serve my needs. Through his patience and good advice, I managed to purchase an Accident policy and Life insurance to provide the best coverage for the whole family.

Subsequently, my wife had purchased the Eldershield and Accident policy through his proactive action as well. My wife and I are certainly glad to have him as our Financial Advisor. We trust him well enough to manage our policies and recommend him to all friends.

Client of Darius Tan

Ms Grace Tan

Sales Administrator at Simply Connect Pte Ltd

With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!

Client of Ng Tiac Pin

Ms Jayne Kwok

Principal

There are many professional financial advisors out in the market. But what are the chances to meet with one that are not only professionally well versed with his product knowledge but are also able to customise his products offering to your needs and solutions.

He never aims to sell but to understand our needs and plans. You will feel comfort sharing and hearing the advise that Darius provides.

The personal touch that he renders in his services is one that leaves positive impressions.

If you are worried about dealing with hard selling advisors, you can definitely be assured with Darius.

Read no more, contact Darius directly to know what a real and professional financial advisor is.

Thank you Darius for helping my family!!

Client of Darius Tan

Mr Melvin Y

CEO and Technologist

Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.

Client of Harris Mak

Ms Yan Jun

Executive

As a busy executive, I don't have time to second-guess my financial decisions — Wei Qi makes sure I don't have to. He took the time to understand my priorities and explained my options clearly, without any pressure. I finally feel like my insurance and investments are actually working together. Highly recommend him to anyone who wants a financial adviser who truly listens.

Client of Ong Wei Qi

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.