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.

Ms C

Sales And Marketing Executive

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.

Client of Grace Wong

Mr Guo

Project Manager

When I met Yvette, I knew that she is different from other advisers whom I have came across as she takes the time to understand my financial situation and able to address my concerns and needs for myself and my family members.

I’m truly thankful for Yvette’s patience, she spent hours of time to analyse and gave me detailed and full explanation on the different types of plans from various insurers.

Her being approachable has made a significant difference, and I feel confident knowing that she have my best interests at heart.

She is also prompt and attentive to post sales matters.

Client of Yvette Yap

Ms Regina Lee

Account Manager at Amobee

Rui Han is a brilliant advisor like no other. He remains steadfast in providing highly accurate and objective view points in all our discussions and prioritises his clients needs. He always ensures I make the most informed choices and facilitates my decision making process by furnishing me with solid explanations even down to the technicalities.

Not only is he trustworthy, he is generous with his time and is always prompt in his responses and follow ups, providing valuable advices in all situations ranging from insurance to investments.

Without a doubt, I would highly recommend Rui Han to my friends and family.

Client of Kuah Rui Han

Dlynn

Marvin was very patient and easy to talk to! He does not hard sell or shoots down products from other insurers but rather gave me an insight of which product bests suits me. Also very friendly and considered my financial capacity before recommending me any product!

Client of Marvin Lai

Mr Fitzkhoon Liang

Hon Sec Gen at Singapore Life Saving Society

Jun Qi has been an outstanding advisor to the Singapore Life Saving Society. She has gone above and beyond in reviewing our insurance needs, ensuring that we receive the best possible coverage and deal. Her thoroughness, professionalism, and attention to detail have been exceptional, and she consistently provides clear, comprehensive advice that helps us make informed decisions.

I highly recommend Jun Qi for any organization seeking a dedicated and knowledgeable financial advisor who always puts the client’s best interests first.

Client of Tan Jun Qi

Mr Francis Gan

Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)

Client of Serene Seah

Mr Bryan Chew

University Student

Joleen has always provided great deals on all the insurance coverage that I need. Her patience and diligence in advising me is highly appreciated and I am confident that she always has my best interests in mind. Thank you Joleen for all your help!

Client of Joleen Peh

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

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 Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun and she was so detailed and helpful! In particular, during the review session, she let me understand my current situation, and proposed ways to maximise my wealth so that I will be able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!

Client of Tan Yi Jun

Mr Raven Bao

Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.

Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.

Client of Marvin Lai

Mr LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.

Client of Hans Chen

Mr Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Syauqi is good team player who is able to work well with others, communicate effectively, and contribute positively to the overall goals of the team. He is supportive, collaborative, and willing to take on tasks to help the team succeed.

Syauqi had provide valuable insights, guidance, and advice to his clients. He has a strong understanding of the subject matter and are able to offer practical solutions to problems or challenges. He is also good listeners, empathetic, and able to see things from different perspectives.

Client of Ahmad Syauqi

Mr Lim

Rave was pleasant, efficient and a very friendly advisor. I feel he responded to all of my concerns and I am pleased with my new insurance packages.

Client of Rave Peh

Adeline Goh

Allied Health Professional

I am incredibly grateful for the guidance and expertise of Jia Min. Jia Min consistently prioritizes my best interests, providing personalized guidance tailored to my specific financial goals and risk tolerance. She takes the time to really understand my individual needs and goals. From the very 1st session to present, she continuously helps to align my policies and suggest better action to be taken to reach my goal. Her expertise shines through in her ability to present complex financial information in a clear and understandable manner, ensuring I fully grasp the implications of each decision. I deeply appreciate her objective approach, where she thoroughly explores both the pros and cons of various options without any personal bias. Her responsiveness and dedication to addressing my concerns promptly have been truly exceptional. With Jia Min's guidance, I feel confident and empowered in making sound financial decisions for my future.

Client of Teo Jia Min

Mr Don Ng

Group Division Director at ERA Realty Network Pte Ltd

I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.

Client of Edmund Wee

Selene Liu

Manager

Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.

Client of Catherine Lau

Mr Mao Shan

Engineer

I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set.

Client of Roger Lim

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 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.