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 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

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Mr Kelvin

Manager

Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.

Client of Ting Chaur Fon

Mr. Lee

Business Owner

As a business owner, making financial decisions that balance short-term goals with long-term vision is always a challenge.

Working with Yvette has given me the clarity and confidence to plan strategically for the future of my company. From business succession planning, keyman insurance, exit strategy to optimizing tax strategies and cash flow management, her advice has been invaluable.

I now have a solid financial roadmap, not just for my business, but for my personal goals as well. She also helped me to arrange for a fuss free and comprehensive executive full body checkup at my preferred time and location.

I highly recommend her services to business owners who want to safeguard assets and have a peace of mind.

Client of Yvette Yap

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Sharifah Shahnaz

Jiamin was patient, and her step by step explanation & guidance about investments was good. Now I have a clearer understanding of my direction moving forward.

Client of Teo Jia Min

Mr Fong

Elden Wong has been working with us for a year now, and I’ve been happy with how things are going. He’s helped me manage my investments, especially in unit trusts and the U.S. stock market, and his advice has been aligned with my goals.

What I appreciate is how easy he is to speak with. He takes the time to explain things clearly and never rushes through anything, which makes it a lot easier for me to understand what I’m investing in.

In just a year, I’ve already seen some growth in my portfolio, and I feel confident knowing my money’s in good hands. I’d definitely recommend Elden to anyone looking for a reliable and down-to-earth financial consultant.

Client of Elden Wong

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!

Client of Eva Tan

Mr Kevin Tan

Director at FEELMEDIA

#honesty #integrity #intelligence #effective

Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!

Client of Danny Lee

Mr Thaddaeus Koay

Policeman at Singapore Police Force

Jason has allowed me to understand insurance and investment better as he was simple and clear in his pitch.

Client of Jason Choo

Ms Tan Lee Lee

Teacher at Ministry of Education

Serene is my best friend from primary school, and we reconnected after many years. She kindly offered to review my health insurance plans and provided personalized advice, considering my current coverage. Since my existing plan didn’t cover early-stage medical care claims, she designed a customized plan with comprehensive coverage that stayed within my budget. With access to a wide variety of insurance plans from different companies, she found the one that provided the best coverage for my financial situation. She made sure to meet with me several times to fully understand my needs and concerns, and her recommendations were backed by clear, logical reasoning and thorough explanations. I highly recommend her services to anyone in need.

Client of Serene Seah

Mr Tan Ke Han

Designer

Was interested to look for an avenue that provides higher returns given the lower interest rate environment, hence I decide to call up Shawn to advise on possible options. He recommended the path of investments, and also patiently explain why this is a possible route for higher returns albeit the risk involved. Shawn fully understood my need for liquidity given my current commitments, hence he planned a proposal which allows access to my monies should I ever need it. For that I am thankful for his move of prioritizing my concern. I implore everyone to look for Shawn should you wish to know how to grow their wealth in a sustainable manner.

Client of Shawn Koh

Mr Kenneth Chua

Co Founder, Head Of Sales at Bluenest Pte Ltd

Always reliable that's the best description for Carol Huang. Had been using her services for more than a decade. Never disappoint, always contactable. Throughout the years had recommended many friends and relatives to her. Will continue to do so. Highly recommended.

Client of Maeva Huang

Mr Cg

Real Estate Agent

Aaron was able to help me choose and analyze the various investment insurance policies offer by almost all the insurance companies; and provide me clarity to select what’s probably best suited for my current needs.
Will also be getting him to go through my various existing policies and see how I can better align them for my family.

Client of Aaron Chua

Mrs Angeli Soriano-Gojo

Entrepreneur at Lighthouse Group

I’ve had the privilege of working with Nova as my Relationship Manager in Singapore, and she’s truly amazing at what she does. She’s been in the industry for years, so you know she has the expertise, but what I appreciate most is how she genuinely looks out for you. She takes the time to understand your goals and find ways to make them work for you. She also updates me month-on-month on the progress of my accounts, which makes me feel secure and in control. If you ever get the chance to work with Nova, take it, your finances will be in the best hands.

Client of Nova Lontok

Mr Lim & Family Magdalene

Olivia is a professional financial advisor. Many terms we do not understand when buying insurance, she will explain slowly and patiently to us, no matter how many times or how many years later we ask the same questions. Every policy are tailored to our needs and not to mention when making claims, everything is fuss-free and simple with her help.

Client of Olivia Loo

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Mr James

Banker at UOB

Carol is an exceptional financial advisor. Her knowledge of products has aided us in deciding which is the perfect policy at different phases of our lives. She has also helped me and my family in all our financial planning needs and she always go beyond to ensure our needs are fulfilled.

Client of Maeva Huang

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Mrs Yvonne Xu

Accountant

Eeks is my trusty agent that takes care of my entire family's portfolio. She is very professional, attentive and caring towards our family needs. She would go through the policies wordings thoroughly to ensure we understand fully. She is very honest about the different products, sharing both the pros and cons of each product and allowing us to make our own decision comfortably, unlike many other pushy agents out there. She is very efficient and resourceful, quick to reply and advice us well on any problems we face. We are extremely grateful to have met her and have her as our agent! I highly recommend her!