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 Karl Gan

Writer/Producer at Verite Productions Pte Ltd

Serene Seah is a joyful, diligent, intelligent, driven and resourceful financial advisor, who will go above and beyond to assist her clients with their financial needs and goals.

I’ve been her client since late 2017, and we have worked together on covering my insurance needs including for life plans, accident, hospitalization, terminal illness, disability, additional care, savings plans, and investment. I have very specific needs and risk profile — Serene understands that and tailors her products to meet my decisions and choices. I am very particular about what to invest in and does my research before entering a policy; Serene has shown how good she is by focusing her recommendations on what I prefer and not what she wants, which is what some other advisors do, to their detriment.

Having a good financial advisor boils down to research and the relationship, and because Serene and I have a friendship that goes back over a decade and she always listens to my needs, I am very happy to call her my advisor, and will listen to her recommendations because I know that she will always have my best interests at heart.

Client of Serene Seah

Mr Sim Chen Toung, Lau Hooi Wen

Engineer, Accountant

Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.

Client of Jennifer Tey

Mr LIM CHONG CHOON

Self Employed

Working with Elden as my financial adviser has easily been one of the best financial decisions I’ve made. Over the past four years, Elden expertly structured and managed a diversified portfolio for me spanning Investment-Linked Policies (ILPs), robust selection of unit trusts and insurance portfolio. What truly sets Elden apart is his deep industry acumen, disciplined strategy, and unwavering dedication. Under his guidance, my portfolio has consistently delivered high double-digit annualized performances—an exceptional result that speaks volumes about his sharp market insights and meticulous risk management. Approaching retirement, having a trusted adviser who consistently prioritizes my financial well-being and navigates market cycles with such precision gives me absolute peace of mind. Elden is professional, transparent, and genuinely invested in his clients' long-term success. I recommend him without reservation to anyone looking for holistic and superior wealth management.

Client of Elden Wong

Mr Mark Toh

Legal Counsel at Equis

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Client of Pauline Lau

Mrs Joan Lui

Senior UIUX Designer

Finance has always been something I avoid because it feels too confusing, but Adeline really helped me understand things in a much simpler way. She is patient, genuine, and always willing to explain without pressure. Thank you for guiding me through my financial journey and making it feel much less intimidating.

Thank you Adeline! :D cheers

Client of Adeline Low

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

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

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

Shu Ling

Risk Manager

Linda has been the biggest help in planning out my policies. She put effort into understanding my requirements and ensured that I am well covered for. I feel comfortable in relying on and putting trust in her. Thank you!

Client of Linda Quah

Mr Ting Tieh Siong

Department Manager at Isetan Singapore

Dereck Chee is my family insurance agent that we trust.

Client of Derrick Chee

Ms Emily Yap

Alfred has been my financial planner since 2019. Financial planning is important to me because I want to grow my money through the right investments. My goal is to maintain my current standard of living when I retire. Without financial planning, this would be difficult to achieve.

Alfred has a calm demeanour and is professional and clear in his communication. I can always trust him to recommend the most suitable financial or insurance product to me based on my needs and risk appetite.

He is always well prepared and well informed for our meetings and approaches our review very systematically without prejudice / bias and what I appreciate most about him is: he does not pressure me into making decisions. So far, the decisions made have been good.

Client of Alfred Seng

Ms Kua Yi Wen

Manager

Linda is very sincere and trustworthy. I feel assured with her as my advisor and agent, who always has my best interest at heart. She patiently takes the time to understand my needs and lifestyle, and recommends only suitable policies that are applicable to me. When I had to make claims, she was very efficient and it made the claim process very smooth and easy for me. I would highly recommend her to anyone who's looking for an advisor to take care of their insurance needs. Thank you Linda!

Client of Linda Quah

Ms Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Kuah Rui Han

Ms Tan Siew Hoon (Yvonne)

Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd

I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.

In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.

Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.

I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.

Client of Evon Chen

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Mr Wei Jian

Property Agent

Henry is by far, the most sincere financial advisor out there. He assisted me with all my medical claims, including the hefty medical surgery fee as well as all my regular medical bill over the years till today. Without his patience and guidance, I would not have bought my medical insurance during my school days and would have burned my pocket with the recurring medical bills.

So far, I have referred a few friends, my wife and bro-in-law to him. I will strongly recommend anyone who wants to purchase an insurance to look for him. He listen to your needs before prudently recommending a suitable insurance policy to you, guide you along the way and is superb responsive when the need for you to make a medical claim arises.

This is what differentiates him from other financial advisors in an industry that has already attracted so much stigma in today’s society. Looking back, buying the medical insurance he recommended has helped me a lot financially in terms of my medical bills and I sincerely appreciate it!

Client of Henry Ang CS

Mr Leo

Physics Associate

Very clear and easy to understand while not losing the information and insight into how I should approach finding the right insurance for myself. Not many financial advisers would go through the rationale with the clients at least from my own experience.

Client of Kuah Rui Han

Ms Wei Xin

I am grateful for the guidance and expertise my financial advisor has provided. Her knowledge, attention to detail, and commitment to my financial goals have helped address certain gaps and brought me peace of mind. She is attentive to questions, takes the time to listen, and simplifies complex terms to ensure I understand them better. I feel confident recommending her to anyone seeking a good advisor, as she prioritizes her clients’ interests and does not rely on hard-selling tactics.