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 Lee Chau Min

Production Manager

我的经验、让我不会对年轻人或朋友抱信心、因为我试过向他们买保险、之后他们都转行了！多年后的这次、是在好奇心的驱使下、也抱着很久没听到什么最新的保险消息了、就当听听来长知识也罢、又可以不买所介绍的保单为前提、接受了这位朋友小妹的邀约！从一开始了解状况、到讲解现在所需、还能分析不同公司保单的利与弊！她让我好意外！年纪轻轻的她、竟然能够那么从容不迫地让我更容易理解、让我知道现在的我需要什么保障等等！哇！很羡慕这位年轻人的魄力！我只能说、这位小妹是前途无量的！能够把老来生活规划交给她安排、我很放心！！

Client of Olivia Loo

Mr Dominic Tan

Counsellor

Dennis has been a knowledgeable and honest individual who strives for win-win outcomes and places his client's needs as priority. Feeling safe with and being able to trust your agent has always been crucial in financial planning and my family is able to do so with Dennis. Thank you for your heart in the work you do!

Client of Dennis Chiu

Ms Yeeling

Quality Control Executive

Before I started on my financial planning with Grace, I have insufficient knowledge in financial planning resulting in the procrastination towards working my financial goals and building wealth. Instead of pushing random products to me, Grace make sure she look at my previous portfolios to firstly understands my situation and my needs before introducing the appropriate policies to me. She gave me a thorough analysis of different products in the market which allows me to make sound decisions. Grace is patient in explaining financial terms to make sure I understood clearly the products that were recommended to me and is always prompt in her responses and follow up. She is all-rounded in her financial knowledge and provides valuable advices in all situations ranging from insurance to investments. Grace is very knowledgeable and is able to provide proper advice when it comes to managing finances, insurance and investments. She is definitely very well-versed in product expertise, and is committed to helping me make the best decision without obligations. Furthermore, the financial team organises regular finance webinars and are able to make dry topics interesting, easier to digest and promptly attending to any queries. Overall, a great financial advisor that I would recommend to my family and peers!

Client of Grace Wong

Ms Claire Escalante

Secretary at Tolaram Pte Ltd

Ida Ahmad is not just a financial adviser; she’s a dear friend. She goes above and beyond, handling claims and renewals and exploring new opportunities. Her advice is personalized and easy to understand, reflecting our deep friendship. Ida’s professional expertise and personal touch make her an invaluable partner in my financial journey. I highly recommend her services.

Client of Ida Ahmad

Ms Anna Chua

Purchaser

I have known Marvin for many years, and over time I have developed strong trust in him to manage my financial portfolio across areas such as retirement planning, investments, medical protection, and savings.

His extensive experience in the financial industry enables clients like me to make informed and wise decisions. He provides valuable insights on long-term commitments, helping us understand not only what we aim to achieve, but also how we are protected along the way. This is especially important as financial planning is a long-term journey where time and goal achievement are critical.

Marvin has a wonderful ability to simplify complex options, guide us patiently when we feel overwhelmed, and help us stay focused on what truly matters. His guidance has given me great confidence and peace of mind in my financial decisions.

I truly hope more people will have the opportunity to connect with Marvin if they are looking for honest, clear, and sincere financial advice. He is someone you can genuinely trust, and I hope my sharing will be helpful to everyone who reads this testimonial.

Client of Marvin Lai

Ms Veralyn Chin

Senior Relationship Manager at Synergy FA

I’ve been working with Grace since 2018, and it’s amazing to see how much we’ve grown over the years. What started as a manager-and-agent relationship has grown into something much more meaningful.

Throughout this journey, she has guided and supported me in my career, helping me grow both professionally and personally. Over time, she has become more than just a manager to me — she’s a mentor I can turn to not only for work, but also for life. Her guidance, trust, and support have played an important part in my journey and the person I’ve become.

Having someone who genuinely wants to see you grow, both in your career and in life, is rare. I’m truly grateful for the relationship we’ve built over the years and to have her as a mentor who continues to guide and support me through different stages of life.

Client of Grace Lee

Mr Richard Tan

Ben is exceptionally good, efficient and professional. Works 24/7 and is very courteous and helpful. Not many of such qualities these days. And very responsible which is of utmost importance!

Client of Benjamin Cheng

Mr Darren

I recently had the pleasure of working with Nicolette and I cannot recommend her highly enough. From our very first interaction, it was clear that she genuinely cares about finding the best solutions for clients. Not only was she extremely knowledgeable and thorough in explaining my options, but her patience and willingness to answer all my questions made the process so much easier and stress-free.

What really stood out to me was how approachable and personable she was. It felt like I was speaking with a friend who had my best interests at heart, rather than just another insurance advisor. Nicolette went above and beyond to ensure I was confident in my choices, and I’m so grateful for all the support and guidance provided.

If you're looking for someone who is professional, kind, and truly dedicated to helping you, look no further than Nicolette. I’m now confident that I have the best coverage possible thanks to her expertise!

Client of Nicolette Gnoh

Mr. C L Neo

Retiree at NA

Very professional & excellent service. Highly Recommended.

Client of Ervina Yu

Mr Daniel Chow

Personal Trainer at LTU Personal Training

I like and respect William very much.

He is meticulous.
He is trustworthy.
He thinks about your family and the long game.

For years, I was hesitant to engage a financial advisor as their values did not align with mine.

As I listened to William’s outlook of life and finance as well as the proposed strategies to help me provide for my family, I felt assured and confident of my future.

Client of William Seah

Mr Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Chong Li Ming

I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.

Client of Tynn Lim

Ms Wenqi

IT Consultant at DBS

Working with Hans Chen has been a reassuring and positive experience. He is meticulous, approachable, and takes the time to truly understand his client’s situation before offering advice. His recommendations are thoughtful, transparent, and never sales-driven. Hans is someone I trust and would readily recommend to others.

Client of Hans Chen

Ms Huimin

Danny went above and beyond his role as an advisor. He places the needs of his clients as his first priority and it was evident from his unbiased and honest take on the policy which I greatly appreciate. He is conscientious and thorough and would pre-empt the next steps required to make the process more efficient.

Client of Danny Lee

Mr Keith Khoo

Senior Executive at NEA

Finally! I found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. It’s clear that Cheryl worked very hard to find the best value for our homeowners insurance, even in spite of the fact we had some unusual circumstances. She was extremely patient and informative. She completed research in a very timely manner. I appreciate also that you used your experience and expertise to help save money on those policies.Thank you!

Client of Cheryl Huang

Ms Niko

HR exec

Yvette has been exceptionally responsive and proactive in addressing any issues or questions that arise. Her dedication to exceptional service and commitment to our organization’s success are evident in every interaction.

The positive impact of her work is reflected in our improved employee satisfaction and the increased effectiveness of our benefits program.

I would recommend Yvette to any organization seeking to enhance their employee benefits and ensure that she is providing the best possible solution to their employees.

Client of Yvette Yap

Ms Rosalind

Frontdesk officer at Bernhard Sculte Shipmanagement

Securing new hospitalisation insurance at 71 years old can be an incredibly daunting and stressful process, but Daren Low made it completely seamless. While many might hesitate to assist someone of my age, he never once hesitated. He took my application with absolute dedication, guided me patiently through every step, and successfully submitted everything to the Income Insurance underwriting. Knowing he is following up on the approval gives me immense peace of mind. I am so grateful for his respect, empathy, and professionalism, and I highly recommend him to anyone looking for a truly trustworthy advider.

Client of Daren Low

Mr Gh

Sales Agent

Aaron is very nice warm hearted passionate in his job presenting and answering all my question patiently. Making sure I understand the various products which he shared before making a decision on which is the best plan for me and my wife. I clearly understood everything Aaron shared and Im very grateful for his impeccable service and knowledge! Thank you Aaron! :)

Client of Aaron Chua

Ms Grace Chua

Account Manager

Eva was assigned to my account from a previous agent. Although was skeptical with new agents initially, she has proved to be very reliable and hardworking as compared to all my previous agents. Her response are usually fast and prompt so i am very happy with assigning my policies to her. I trust she can do a good job with her aptitude and sense of responsibility which are important traits of financial agents. Would recommend her!