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.

Mr Vincent Lim

Alan is able to provide concise information and is able to plan for me in accordance to my needs.

Client of Alan Lim

Mr Alen Ho

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.

Client of Ng Tiac Pin

Mr Md Safrin Saptu

Project executive

Appreciation for Excellent Service.

Dear Ms Janessa Ong and Ms Amber Chan,

We hope this message finds you both well.

We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.

Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.

Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.

Sincerely,

Client of Janessa Ong

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Mr Richmond Wee

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.

Client of Eva Tan

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Ms J Ng

I knew very little about managing money and I'm thankful Rison made it easy to understand. He broke down in simple terms and showed me what to do step by step.

I strongly recommend Rison for those who are like me, looking for someone reliable to help make sense on finances and build an investment portfolio.

Client of Rison Ong

Mr Bryan Ong

Founder at Method B Pte. Ltd.

Darius is an exceptional financial consultant that places his clients’ needs first. Our family decided to purchase all our insurance coverage from Darius because we really trust him as a person, due to his sincerity, strong work ethics and meticulousness. We are fortunate to have found him as our financial consultant. He is really detailed in the analysis and recommendation of plans, which we appreciate. He is also fast in answering our questions, and has been so for a good number of years for us. This shows Darius is a dependable individual and is in it with us in our journey. Thanks Darius, for being such a good friend and financial consultant, we place complete trust in you for our insurance policies. We strongly recommend Darius to manage your insurance coverage. It’s hard to describe in words, but when you meet him, you will understand. Sincerely, Bryan, Tina and Kaylon

Client of Darius Tan

Wei Guang (ex Andrew Lee Unit)

Relationship Manager, Commercial Banking at MayBank

I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.

During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.

Today I remain in close contact with my ex team as we continue to work together as business partners.

Client of Andrew Lee

Mr Christopher Tan

Public Officer at Civil Service

Having known Serene Seah as a friend for over 10 years before she became my financial adviser, I've witnessed firsthand how her warmth, integrity, and genuine care for others translate beautifully into her professional work. Our friendship has given me unique insights into her character, and I can say with certainty that her dedication to helping others isn't just a professional stance – it's deeply rooted in who she is.

In her role as my financial adviser, Serene brings an exceptional blend of professional expertise and personal understanding to the table. She has this remarkable ability to break down complex financial concepts into practical, actionable steps, always ensuring that her recommendations align perfectly with my family's needs and aspirations.

What touches me most is Serene's commitment to providing personalised service. Despite her busy schedule and family commitments, she makes the effort to visit my home in the evenings for portfolio reviews. Her thoughtfulness extends beyond just financial matters – she never fails to remember birthdays and special occasions, adding that personal touch that makes working with her so special.

Her approach to financial advisory is refreshingly holistic. Rather than pushing standard solutions, Serene takes the time to understand each client's unique circumstances. She listens intently to concerns, considers various life factors, and then crafts strategies that truly fit individual situations. When challenges arise, she's always there with sound advice and valuable insights, drawing from her wealth of experience to guide clients through different circumstances.

For anyone seeking professional financial guidance, I wholeheartedly recommend Serene. She embodies the perfect balance of professional expertise and genuine care, consistently delivering results while building relationships founded on trust and understanding. Having experienced both her friendship and professional guidance, I can assure you that with Serene, you're not just getting a financial adviser – you're getting someone who will be genuinely invested in your financial well-being and success, while making you feel valued and cared for every step of the way.

Client of Serene Seah

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

Mr Luke Thiam

Officer at Yusen Logistics Singapore

Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.

Client of Joleen Peh

Ms Lim Kai Ning

People Experience Lead at Unilever

The advisory service that Rui Han provides is a notch above the rest. He explained every policy in detail to me, right down to the technicalities. It's great to meet an agent who knows his products well and is able to recommend me something suitable for my current needs. Thanks for your patience, as well as sincerity in wanting the best for your clients :)

Client of Kuah Rui Han

Ms GUYU

Human Resources at NAM HWA OPERA

Ewald 是一个认真负责耐心的销售，很满意他给销售规划

Client of Ewald Teo

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Uma

Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!

Client of Andy Seo

Mr Noran

Grace, specifically, is unlike any Financial Advisers I have come across. She will analysis and understands my situation and my needs before introducing the policies to me. This allows me to make sound decisions. She will meet-up yearly to provide updates on market situation and suggest next course of action. She has certainly break the stereotype I had for financial advisers. Would definitelly recommend them to people who needs financial planning!

Client of Grace Wong

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.