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 Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Ian Lee

Pilot

I've known Lucky for almost 20 years, since we were schoolmates. He has always been genuine, reliable and trustworthy. These traits are essential in someone that manages your personal matters. When I found out Lucky was in this industry, I reached out to him and have never felt more assured since he started helping me manage my portfolio.

Client of Lucky Lim

Mr Edmund Chan

Ewald is always very helpful and patient with his clients. I am very happy with his services so far! Thumbs Up!

Client of Ewald Teo

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

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Tan Yi Jun

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Mr Lim Shen Leng

Restauranteur at Meta

Great agent in all aspects of his trade and always goes the extra mile to cater any inquiries.

Client of Derrick Chee

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Ms Leong

Retiree

Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.

I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.

I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.

Client of Aaron Chua

Mr Andy Tan

Asia Finance Director at Technology Industries

When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.

Client of Joleen Peh

Mr Delwynn Lee

Accountant

I found Joanna to be the perfect adviser for my financial planning. Knowing her since our university years, I found her to be sincere and passionate in her service delivery. She spared no expense in going through the details and I liked the rigorous approach that Synergy takes regarding wealth planning. Although a finance professional myself, she had helped uncovered blind spots that I didn't realised existed.

If you are in need of an adviser, you wouldn't go wrong with my good old friend here.

Client of Joanna Tan

Ms Lee Le Jun

Reconciliation Specialist at Schroders

Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me

Client of Kuah Rui Han

Mr Yeo C S

Andy is an excellent FA whom you can count on. He has great product knowledge, is resourceful, provides sound advice, gives prompt service, and most important of all, he is willing to go out of his way to help his clients. I have good experience in getting Andy's service, and I will recommend him to my friends.

Client of Andy Seo

Mr Sean Tan

NUS Social Work Undergraduate at NUS

Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!

Client of Danny Lee

Rachel

HR manager at % Arabica

I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.

Client of Law Hanwei

Ms Li-Yer

From being my mother's trusted friend for many years to guiding me through my first investment, Nicolette has been very supportive and patient. I am so grateful to have her explain how can we best work around the markets and my financial capacity. Nicolette brings in her wealth of knowledge, skills and experience; I am confident she will be able to enrich your financial portfolios as well!

Client of Nicolette Gnoh

Mr LIM CHONG CHOON

Self Employed

Working with Elden as my financial adviser has easily been one of the best financial decisions I’ve made. Over the past four years, Elden expertly structured and managed a diversified portfolio for me spanning Investment-Linked Policies (ILPs), robust selection of unit trusts and insurance portfolio. What truly sets Elden apart is his deep industry acumen, disciplined strategy, and unwavering dedication. Under his guidance, my portfolio has consistently delivered high double-digit annualized performances—an exceptional result that speaks volumes about his sharp market insights and meticulous risk management. Approaching retirement, having a trusted adviser who consistently prioritizes my financial well-being and navigates market cycles with such precision gives me absolute peace of mind. Elden is professional, transparent, and genuinely invested in his clients' long-term success. I recommend him without reservation to anyone looking for holistic and superior wealth management.

Client of Elden Wong

Ms Catherine

Head Of Finance

Derrick has been managing our insurances for more than 10 years. He’s helpful, knowledgeable and easily contactable which is very important to us when it comes to someone who’s managing our portfolio. Whenever there’s a meet-up, he’s always well prepared. Highly recommended financial advisor.

Client of Derrick Chee

Mr Jeremiah Teo

Professional Trainer at Charisma Academy

As a knowledgeable and data-savvy Financial Planner with more than 15 years of experience in the industry, Harris has proven to possess remarkable financial foresight and commendable investment acumen in providing sound advices whenever we meet for follow-up sessions. In addition, he never fails to take time required to explain and help me comprehend rather complex rationales behind investment principles and common oversights faced. I would highly recommend Harris if you are looking for a responsible and proactive Financial Planner with strong investment and risk management insights.