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.

Zhen Yuan

Automotive Car sales Director

I was thoroughly impressed by Wilson exceptional level of diligence and proactive mindset. His commitment in delivering high-quality results and willingness to go the extra mile truly set him apart from other Agents out there. He is able to identify my current financial gaps and blindspot, establish steps i can do to better position myself towards my goal. I strongly recommend him, as he is truly a cut above the rest!

Client of Wilson Ang

Mr Eric Tan

Operation Manager

The most responsible, approachable and committed advisor that I know. One thing I like about him is that he does not hard sell.

Client of Derrick Chee

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Ms Yan Jun

Executive

As a busy executive, I don't have time to second-guess my financial decisions — Wei Qi makes sure I don't have to. He took the time to understand my priorities and explained my options clearly, without any pressure. I finally feel like my insurance and investments are actually working together. Highly recommend him to anyone who wants a financial adviser who truly listens.

Client of Ong Wei Qi

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Ms Oh

In the many years I have known Linda, she has proven to be consistently good with what she does and is a kind and caring person. She always patiently provides answers to the series of questions asked and is willing to go an extra mile to help. Good personality, great service.

Client of Linda Quah

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Mr Huang Zhiqiang

Machine programmer at Meisterform

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Client of Elden Wong

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 Ng Shao Liang

Architect at Group GSA

Currently residing in Australia for career reasons. Had accumulated spare cash when I was working overseas. Knew that Shawn is professionally advising on investments in Singapore, and hence sought his advice on how I may grow my spare cash sustainably. It was like pro bono service as he knew that it was difficult for my circumstance to invest in Singapore. Nonetheless, he still provided me ideas and recommendation that I may DIY, and most importantly, hassle free. His investment narrative is not frequently heard elsewhere, which was a rather refreshing perspective. Do look for Shawn if you want to consider better alternatives for your investment journey.

Client of Shawn Koh

Mr Yanghaus

Technical Advisor

Alfred is a true professional. Very clear and understand us well on our insurance needs. For the first time I'm able to understand what I am paying for my insurance and whats my coverage. His follow up is something that distinguish him from the rest. Well done and thank you Mr Alfred.

Client of Alfred Seng

Ms Debbie

Customer Service Executive at Essentra Pte Ltd

Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help.

Client of Edward Shee

Ms Hui Cheng

Finance Manager

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Client of Tynn Lim

Mr Yeo Siew Chi

PR Manager at Banking & Finance Sector

I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!

Client of Roger Lim

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.

Client of Kuah Rui Han

Mr Tee Raymond

M&E Executive at Colliers International (Singapore) Pte Ltd

Linda has been a responsible, knowledgeable and helpful person. She is always willing to go to the extra mile to provide the insurance information when I need some. My friends I have referred to her has the same sentiments too. To me, Linda is more than just a financial adviser. Keep up the good work, Linda!

Client of Linda Quah

Mr Leong Shi Jie

Head of Sales Representation at Oppo

Alan is a very patient and conscientious adviser that plans for his clients according to their specific needs. I feel that he is very different from the many other financial planners that I have spoken to as he caters to my needs and gives a comprehensive advice of what is essential for my personal financial planning for protection and wealth accumulation. He offers reliable service and I am happy to have an adviser that is concern for my needs and well-being. Great job!

Client of Alan Lim

Miss Per Xin Yan

Marketing

Andy has been following up as my FA for few years, I am extremely satisfied and assured with his knowledge and capabilities in this field. He makes it a point to explain to my queries which can happen randomly or frequently. He does follow up with calls and tries his best to simplify terms or conditions of policies when I do not understand them. When I do have doubts regarding my existing policies or new policies, he will answer them as soon as he can. He also does a great job in keeping me up to date on policies which I may require at certain stage in my life so I am insured properly.

Client of Andy Seo

Ms Casey

Executive

Insurance is something that really helps when unexpected stuffs happens, and having an agent that believes in this is equally important. Derrick believes in that and really introduced me products that I really need and can afford according to my financial status. Am really fortunate to have him as my adviser and appreciates the hard work he does when I need help.