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 Andy Tan

Manager

Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills and helped review and optimise our insurance portfolio. It also helps that he has a very calming voice :-). We are very happy with his service!

Client of Derrick Chee

Mrs Win

Technician at MICRON SEMICONDUCTOR ASIA PTE LTD

Rave is knowledgeable and patient in explaining different insurance options. he helped us choose a plan that fit our needs and budget perfectly. Highly recommended for anyone looking for clear, trustworthy guidance.

Client of Rave Peh

Ms Joan Teo Wei Ling

Researcher at Nanyang Technological University

Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.

Client of Ewald Teo

Mr Clarence Liao

Wealth Planning Manager at DBS (Ex Andrew Lee Unit)

It has been a great pleasure working with Andrew as he is very different from the past "bosses" that i have worked with in my previous insurance companies. Under his guidance i have learn a lot more about myself in terms of my strength and weaknesses. Also, Andrew understand that there is no one size fit all approach when it comes to building up our business hence if anyone is looking for a good leader to follow Andrew is the guy to look for

Client of Andrew Lee

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 Yee Tze

Analyst

I came to know Alfred from a close friend of mine. He is a very helpful person who really takes time to understands his clients. He is also very knowledgeable and always recommending the best advice for his clients. He have great knowledge on investment as well, and the willingness to share his knowledge shows that he is a very genuine person that you can trust. I will definitely recommend him to my friends that is looking for an advisor.

Client of Alfred Seng

Mr Melvin Tan

Marketing Manager

Cheryl is first of all very attentive in understanding her client's needs and life trajectory. This helped inform her proposal of how to structure our insurance and financial planning. She also used very simple and concise language in her explanation of the jargon because I've personally felt it very difficult to understand financial terms and conditions. All in all, I would definitely recommend speaking to her if you need to sort out your protection and financial investment matters.

Client of Cheryl Huang

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Mr Kenneth Wan

Senior Scientist at Samsung Biologics

Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.

Client of Ewald Teo

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Tan Yi Jun

Mr Aaron Lim

If your insurance agent is just doing the bare minimum, you might think about calling Derrick Chee to review your current situation. He’s honest and he’s a man you can trust.

Client of Derrick Chee

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Mr Calvin Ooi

Business Analyst

I was looking into investments & insurances, not understanding anything about them, when a friend shared the great introduction. Took the time to share current standings, ideas & potential directions for the future while Cheryl incorporated the sharing & set up suitable plans to match. Great character to have patience to explain & elaborate as I raise questions over hundreds of pages of documents of plans & to add, sharing of her experiences and plan examples of other clients, that I may get a sense of comparison & understanding of plans by people of various age group, income bracket, etc. With much sharing of knowledge, I now revisit other plans I had in my portfolio that were set up without much understanding. Along with the financial planning services I received, I made a friend as well, one who has made much difference for my road ahead. Thank you so much, Cheryl.

Client of Cheryl Huang

Ms Karen Chua

Senior Manager at Land Transport Authority

I am incredibly blessed to have crossed paths with Serene 15 years ago. She is not only my ex colleague, my financial adviser but also a very dear sister and close friend. Her warmth, care, and unwavering support have been a constant source of comfort and inspiration in my life.

Serene goes above and beyond, taking the time to truly understand my needs and designing tailored plans for life insurance, retirement, and investments. Thanks to her thoughtful guidance, I have both security and peace of mind for the future.

Her professionalism is truly remarkable. She seamlessly combines her expertise with a genuine passion for helping others achieve their financial goals. Serene isn’t just an adviser; she’s a trusted partner in building a secure and prosperous future. I wholeheartedly recommend her to anyone seeking personalized, thoughtful, and trustworthy financial guidance.

Client of Serene Seah

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Mr Derrick Er

Boutique Manager at Bell&Ross

It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor.

Client of Derrick Chee

Mr Meng En

Cyber Security Engineer at ST Engineering

Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.

Client of Jason Choo

Dr Arindam Basu

Associate Professor at NTU

Sherry helped me plan for life insurance and medical insurance. She is quite knowledgeable in the area and patiently explained all the quirks of the different options. She was also kind enough to come to my house and help finalize the plans. A pleasure to work with her.

Client of Sherry Choong

Ms Gloria Chee

Alan is able to answer all of my enquiries. I am impressed and feel safe in the advice that he has offered me, not forgetting his rich knowledge in different types of product with different companies. He also patiently explained clearly about the insurance that he is offering me, letting me be clear about my needs and the things that I am buying. Alan also gave me a sense of security and responsibility in handling my portfolio, keep up the good work!

Client of Alan Lim

JW

Andy has great knowledge of his products. Always looking for promotions/better solutions for his clients. Especially love his efficency and responsiveness. Which is why i got my whole family to port their plans over to him. Always so easy to get in contact with him -be it just a question or a meet up! Highly recommend!