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 Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Mrs Xu Qiong

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!

Client of Eeks Lim

Mr Julian

Researcher

Alfred is very knowledgable about the financial products and has helped me tremendously with my financial planning. He is a friendly and meticulous agent who will go all out for his clients.

Client of Alfred Seng

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 Kuah Rui Han

Mr Jayden

Supervisor

From the very beginning, Yvette took the time to thoroughly explain every step of the process, ensuring I understood everything.

Whenever I had questions or concerns, she was always patient and willing to walk me through the details without making me feel rushed. Her dedication to clear communication made all the difference, and I felt truly valued as a client.

I highly recommend Yvette to anyone looking for a financial planner who genuinely cares and takes the time to understand my needs.

Client of Yvette Yap

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Ms Chin Lai Fong, Anne

Retiree

I have had the privilege of having Serene as my financial advisor for more than five years, and I couldn’t be more satisfied with the experience. Serene is not only a true professional but also a genuinely warm, caring, cheerful, and helpful person.

Her extensive knowledge of financial products and her ability to explain complex plans in simple, understandable terms set her apart. Serene always takes the time to share detailed insights into the plans she recommends, patiently addressing every query and concern with clarity.

What truly impresses me is her dedication to follow-up after the procurement process. She ensures we have the necessary access and documents, and for those who are less tech-savvy, she goes the extra mile to help set things up. Her proactive approach and attention to detail are unmatched.

I recall a specific instance when I had concerns about market conditions. Serene responded promptly, addressing all my anxieties and thoroughly explaining the situation to provide reassurance. Her ability to offer timely and thoughtful support is something I deeply appreciate.

I highly recommend reaching out to Serene for any financial advice. She combines expertise with genuine care, making her an exceptional advisor who is truly invested in her clients' well-being and success.

Client of Serene Seah

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Ms Charis Low

Procurement at DSTA

I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.

Client of Andy Seo

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Miss Christabell Wang

Solutions Engineer at 3forge LLC Singapore

Jack is an exceptional advisor who goes above and beyond. When I faced challenges with claims and coverage gaps, his expertise and willingness to assist, even liaising with my family directly, made all the difference.

Unlike most FAs, Jack reviews and optimizes pre-existing policies with care. I trust him entirely with my family’s insurance needs and highly recommend him for his genuine dedication.

Client of Jack Chan

Mr Johnny Lim

Project Engineer

I met Jarius to explore my alternatives for reducing the cost of my insurances without compromising the coverage and to discuss where to invest my money and found him to be knowledgeable and approachable. He was able to make things clear and understandable for me by using simple language. I have observed him to be conscientious in his work. He has a wonderful personality as well, on a more personal level. His openness and candor make him a good fit for his present position as a financial counselor. I am convinced that he will be valuable to anyone who is wanting to prepare their financial future.

Client of Jarius Kan

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Ms Abigail Joan Tay

Sales Manager at Far East Organisation

April has been a very responsive and efficient agent who cares about her clients and their genuine well-being. She choose the best policies based on her knowledge and experiences. That is the reason I chose her to be my agent to handle all of my financial planning. Most of all, I trust that she will make the best choices for me as the client. I would definitely recommend her service to others!

Client of April Lim

Mr Chuah

To Mr Elden Wong,

"I had the pleasure of working with a remarkable financial adviser whose expertise and professionalism were evident in every interaction. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking financial guidance and support , and for those who are still sitting on the fence of choosing your advisers don’t even hesitate to contact him!”

Client of Elden Wong

Ms Sarah

April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.

Client of April Lim

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

Ms Kimmy

Office Manager and Sales Support

With just a SmS away, Edward is always there to provide you with quick advices and help when you need it. He is a friendly agent, has a strong and good products knowledges.

Client of Edward Shee

MS Natasha Prasad

Senior Sales Executive | Digital Transformation | Fintech | SaaS | Passionate L&D Professional at Fidelity Information Services - FIS - Fintech Company

Josselyn is nothing short of extraordinary and transformational at her job. She pairs deep financial expertise with a rare emotional intelligence that makes every conversation feel empowering, not overwhelming. From complex insurance questions to long-term financial strategy, she breaks things down with clarity, empathy, and rock-solid professionalism.

Josselyn doesn’t just “do her job”—she elevates the entire experience. She listens intently, tailors solutions precisely, and follows through with the kind of care and attention that builds genuine trust. She has brought peace of mind to me and my family for many years now as our financial advisor, guiding us confidently toward financial and wellness security with evidence-based, practical advice.

Her ability to connect, educate, and lead with integrity sets her apart in a crowded field. If you’re looking for someone to help you take charge of your financial planning and investment decisions with calm, kindness, clarity, and confidence, Josselyn is the advisor you want in your corner.

Thank you for your incredible and endless support to myself and my family Joss. To many more years partnering together.