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.

Ms Lee Chau Min

Production Manager

我的经验、让我不会对年轻人或朋友抱信心、因为我试过向他们买保险、之后他们都转行了！多年后的这次、是在好奇心的驱使下、也抱着很久没听到什么最新的保险消息了、就当听听来长知识也罢、又可以不买所介绍的保单为前提、接受了这位朋友小妹的邀约！从一开始了解状况、到讲解现在所需、还能分析不同公司保单的利与弊！她让我好意外！年纪轻轻的她、竟然能够那么从容不迫地让我更容易理解、让我知道现在的我需要什么保障等等！哇！很羡慕这位年轻人的魄力！我只能说、这位小妹是前途无量的！能够把老来生活规划交给她安排、我很放心！！

Client of Olivia Loo

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

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Ms Cindy Wang

A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈

Client of Siah Zhen Quan

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.

Client of Tan Jun Qi

Ms N

Manager

What really stands out about Elden is how much heart he puts into everything he does, especially when it comes to his clients. He’s always prompt in his responses whenever I have questions, thoughtful in his approach and understanding my financial situation/needs and being proactive in delivering the best possible outcome for my investment portfolio. Over the years of knowing and working alongside Elden and I can honestly say he’s one of the most dedicated and sincere FA I’ve met. Elden takes the time to explain his recommendations clearly and always ensures my portfolio is well-positioned, optimized and so I never felt in doubt or have to care or worry about how the cyclical economic outlook may impact my portfolio - and my portfolio has shown steady growth throughout. Appreciate his sincerity, consistency and trustworthiness. Highly recommended Elden!

Client of Elden Wong

Violet

Sie Hua is quick to respond and easy to chat with. Thank you for your professional advice and insight in my financial planning journey. Looking forward to growing together as we move forward in the years to come.

Client of Tay Sie Hua

Ms Jane Lee

Assistant Director

Jarius was recommended to me for wealth accumulation planning. I value financial planning as I want to use the suitable instruments to grow my wealth.

Jarius communicates with professionalism and clarity. He is not a pushy salesman. I can rely on him to provide me the best financial product recommendation based on my needs and risk tolerance. Jarius is the right pick if you're seeking for a dependable financial advisor!

Client of Jarius Kan

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.

Client of Derrick Chee

Ms Carina Ng

Analyst at Citi

It's definitely a great pleasure having April as our advisor. She’s trustworthy, meticulous and objective in addressing the needs and concerns, which made the whole process easy and hassle-free. She has demonstrated the character and work ethic that I believe will bring her far in this industry. Thanks April!

Client of April Lim

Mr Roslee

Supervisor

Weiqi stands out as an exceptional insurance agent. Unlike other agents I’ve encountered, he didn’t disappear after making a sale. Even after purchasing insurance products, my previous agents became uncontactable. However, Weiqi was there to assist me. Not only did he address my concerns, but he also helped me to generate profits from my investments. I’m immensely grateful to him for enabling me to secure a larger HDB. Thanks to Weiqi’s dedication and expertise, my financial future looks brighter than ever.

Client of Ong Wei Qi

Ms Rodrigues Preeti Uday

Staff Nurse at Tan Tock Seng Hospital, Novena

I recently had the pleasure of working with Elden Wong, an exceptional insurance agent who went above and beyond to help me navigate the complex world of insurance plans. Elden's expertise and guidance were invaluable in explaining the various options and finding the perfect fit for my needs.

What impressed me most about Elden was his patience and willingness to answer all my questions, no matter how small or trivial they may have seemed. He took the time to understand my concerns and provided personalized recommendations that put my mind at ease.

Elden's professionalism, knowledge, and dedication to his clients are truly commendable. I highly recommend him to anyone seeking insurance guidance. Thank you, Elden, for your outstanding service and support!

Client of Elden Wong

Ms LuJiaWei

Teacher at Pre School

Yvette is a patient adviser and she is able to provide me useful financial advices.

She consistently follow up with me about new updates without hard selling.

Client of Yvette Yap

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Client of Serene Seah

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

Tan Jun Long & Raine

Alan is a reliable FA who has helped us greatly back when we knew nothing about investments or insurance. He has provided reliable and trustworthy advice and offered options tailored to our needs at the time. With him, we feel reassured for the future and have no worries about letting him handle our finances.

Client of Alan Lim

Mr Hee Yueh Turng

Product Engineer at OMS Oilfield Services

Words are beyond description for Derrick’s service to me! Derrick is very responsible and proactive. Always be there for me or do to the best he can to help me with my problems. 2 thumbs up from me. If I have more thumbs I will give more!!!

Client of Derrick Chee

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Ms Yingying

Regional Head Of Local Communications at Ninja Van

I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me.

Client of Kayden Khoo

Ms Julie Foo Lee Kin

Homemaker

Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!