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.

Ms Nurasmin

Document Controller

Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!

Cheers, Nura

Client of Cheryl Huang

Mr Lim Teong Guan

Angeline takes time to understand our needs and budget before providing us with suitable options. She is very patient in addressing all our queries and would always share with us her views and advice without being pushy. She is objective in her analysis and would provide recommendations to help us achieve the maximum benefits. She takes initiative to update us on the latest plans and development. Our family deeply appreciates her effort and services.

Client of Angeline Ng

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Ms Nordianawati Nasali

Ms Vivian Peh is an approachable person with a bubbly, patient, trustworthy and honest attitude. These traits are very important to me as otherwise, it would be very difficult to entrust any agreements. When unsure, she would tell me upfront, find out and revert. She does not have the big turn-off pushy behaviour which advisors tend to have. Rather, she listens intently, questions for better understanding and respects my decision. Hope she retains these wonderful characters so that I can continue to depend on her when any insurance related needs arise for me and my family.

Thank you.

Note: I did not indicate my designation and company as the testimony is based on my personal experience with Ms Vivian Peh as a personal insurance advisor. Thank you.

Client of Vivian Peh

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Syauqi Morshid

Relationship Manager at Synergy Financial Advisers Ltd

Beyond being an exceptional adviser to his clients, Marvin is also a mentor and leader that I greatly appreciate and am grateful for, being able to learn from his wisdom and wealth of experience. His dedication to his role as a mentor goes beyond just offering professional guidance and support, but also in supporting his mentees’ own personal growth. His unwavering support for new ideas and relentless drive to help his mentees reach their full potential makes him someone we can always turn to for guidance. He actively encourages his team to think outside the box, explore innovative solutions, and push the boundaries of their capabilities. Marvin's commitment to nurturing talent and fostering growth within the team is admirable, drives the team to be the best advisers to our clients and strive towards achieving our personal and collective team goals.

Client of Marvin Lai

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Mr Shen Lin

Po at NTU

Sincere and responsible

Client of Ng Tiac Pin

Mr Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Mr Wei Song

Student

Rayers has been giving me sound financial advice for many years. He will actively inform me of any changes and opportunities for investment and always ensure that my queries are answered. I highly recommend him to anyone looking for an adept and good-natured advisor!

Client of Rayers Sia

Ms Grace Lee

Linda is very dedicated to her job and knowledgeable in her products. Her patience and detailed explanation of her products has given me the confidence in entrusting my financial planning requirements with her. She is also very responsive to my queries and proactive in checking if I require any follow up actions from her.

Client of Linda Quah

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

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Ms Yoriko Wong

I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances

Client of Elden Wong

Ms Lim Ser Kia

Childcare teacher assistant at Methodist preschool

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Amber Chan

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.