Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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 Kyaw

Nature Landscaper

I am really interested to save for insurance. Roger is a good person and explained the different plans to me. If i have a chance, I will meet up and do saving. Roger is a friendly person.

Client of Roger Lim

Ms Jenny Goh

Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.

Client of Ng Tiac Pin

Ms Li Li

Derrick was recommended by a close friend and has been helping my family with our insurance matters for the past 3 years. He is prompt in follow up and helpful when required. Approachable and friendly guy.

Client of Derrick Chee

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

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

Mdm Elmiza Bustamim

Allied Educator

Jia Min always keeps us updated on significant market updates, and is prompt in answering our queries. She is very systematic, and always goes the extra mile to meet her client’s needs.

Client of Teo Jia Min

Mdm Hw Goh

Business Owner

I have accumulated several different insurance policies throughout my working life. As a busy entrepreneur focused on building my business over the past decade, I’m guilty of neglecting this aspect of my personal affairs. Glad to have met April who took extensive time to compile and study all the policies I’ve had in place. She spent much time and effort to go over those plans and point out areas where I’m lacking in protection and was able to patiently guide me along to fill those gaps. I’m now able to rest easy knowing that this area of my personal affairs are now in order. Thanks April, for your patience in a thorough guided counsel.

Client of April Lim

Ms Diane Lo

Civil Servant at Civil Service

Serene is a long-time friend (since JC days) and a wonderful financial advisor. As a friend, she gives of herself 100%, is sensitive to others' feelings and dedicates herself to helping and cheering on her buddies. She serves her clients just as she would for her close friends and this is the kind of relationship i cherish from her, not just in our personal but also professional circles. As my financial advisor, she is sensitive to my needs, customises plans accordingly and always watches out for my interests. She is genuine and authentic in how she treats people, constantly seeking to serve, uplift others and our financial situations. I love that our relationship is genuine, built on care and trust!

Client of Serene Seah

Mr Jonathan Yeo

Conference Executive at Events Company

April is knowledgeable in her domain of financial planning and is a responsive, responsible, and knowledgeable adviser. She maintains a professional opinion in a non-intrusive approach to advise the best policy for me. She also seeks to understand my interests and goals for my finances in both short and long term horizons. Through the first consultation with her, I could better understand the purpose and importance of financial planning and its impacts. It was after the meeting with her that I realized the urgent need for better control and security for my wealth and assets. In this saturated market, I will recommend April to everyone who seeks a two-way communication with succinct consultations as she patiently explain concepts and guide you along your financial planning to achieve your individual goals.

Client of April Lim

Ms Teresa Low

APAC Compliance Analyst at Wirex Pte Ltd

April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!

Client of April Lim

Ms Lee

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 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

Mr Eric Lim

Director at Hwa Heng Group PL

I had an excellent experience working with Jaricson as my financial adviser. He took the time to clearly explain all the options available and made sure both my wife and I fully understood what we were purchasing. He is patient, knowledgeable, and genuinely cares about helping his clients make the right decisions for their future.

We purchased insurance policies through him, and the process was smooth, transparent, and stress free. Jaricson was always responsive to our questions and ensured that everything was tailored to our needs. I really appreciate his professionalism and the peace of mind he has given us.

Highly recommended for anyone looking for a trustworthy and reliable financial adviser.

Client of Jaricson Chan

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.

Client of William Seah

Mr Joel Cheah

Operations Executive at Livingstone

It was a pleasant experience buying a policy from jody. she was patient and capable in explaining the variety of policies available and addressing any queries i had. I feel that jody is an advisor who is genuine about addressing her clients’ needs. she is firm but never pushy. i would gladly recommend jody to my friends who are in need of more coverage.

Client of Jody Lee

Mr HC Woo

Civil Servant

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Client of Elden Wong

Ms Tan Fanghui

Sales Ops

Many thanks and much grateful to Ruihan who has helped me so much in taking over and handling my hospital claims so well! Thankful for the availability and dependability that Ruihan really provides! Ruihan also gives me sound advice on my policies and claims and this allows me to have a peace of mind and to make wise life decisions.

Client of Kuah Rui Han

Ms Rachel Teo

Buyer at Watsons

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

Client of Cheryl Huang

Mr Huang I Sung

Project Manager at Hyundai Engineering & Construction

Marvin has been my expert on insurance policies for more than 10 years, helping me to build the protection I wanted for my family along the way, he is trustworthy, knowledgeable and devoted.

Client of Marvin Lai

Ms Michelle Howell

Senior Relationship Manager at Synergy Financial Advisers

Willynn is an experienced and knowledgeable financial adviser with her client’s best interest at heart. Willynn is generous with her time and is always willing to share her knowledge and expertise.