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 Koh Chye Cheng

Retired at Nil

She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism.

Client of Catherine Lau

Mr Dawson Soh

Hairstylist at Miracle Hair Studio

I'm very grateful of Jennifer's assistance in reorganizing my insurance for my kid and I. She is really sincere and develops a good strategy for me based on what I need and income that will help my future. She excels in financial planning. She has my sincere gratitude and appreciation.

Client of Jennifer Tey

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

Mr Wai Kit

Academic Director at The Learning Lab

Wei Qi has been my agent for many years and he has always been very helpful with managing my profile and claims. Always trust that he will provide recommendations based on my life stage and needs.

Client of Ong Wei Qi

Ronald Lim (ex Andrew Lee Unit)

Business Development Manager at Tokio Marine

Synergy was my first stepping stone for my career in the Financial Services industry.

Having guidance from Andrew and his pioneer batch of Advisors was one of my greatest take away from my stint with Synergy and it had been a great pleasure working with them.

As team players, Andrew and his team had never held back on sharing their experiences and knowledge with all of us.

Thank you for the wonderful years, and many greater years of friendship together. Cheers!

Client of Andrew Lee

Miss Jody Young

Medical Laboratory Technologist at Singapore General Hospital

Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.

Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.

Client of Jack Chan

Mrs Angeline Ng

Internal Auditor at Japanese Bank

I first met Adeline about 5 years ago when I was still single, and she has been supporting me through some of the most important stages of my life — from being single, to getting married, and now planning for our growing family.

What I appreciate most about Adeline is that she is a great listener and never pushy. She takes the time to understand my priorities, family needs and risk level before making any recommendations. She is meticulous, patient and never rushes into suggesting a plan just for the sake of it.

As my life and priorities have changed over the years, Adeline has always taken the time to review and adjust our plans accordingly. I’m truly glad to have her helping us plan for our family and our children’s needs. It gives me great peace of mind knowing that we have someone who genuinely understands what matters to us.💕

Client of Adeline Low

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

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 May

I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.

Client of Eugene Low

Ms Jamie Tan

Self employed

I like the clear explanations, patience, and genuine care shown throughout the consultation process. Thank you for making financial planning easy to understand and for taking the time to address my concerns without any pressure.

I also appreciate the thoughtful advice provided to my nephew. The guidance given was practical, easy to understand, and helpful in building a strong financial foundation at a young age. It is reassuring to work with someone who is sincere, attentive, and committed to helping clients make informed financial decisions. I look forward to a long-term partnership.

Client of Nicola Lai

Mr Nick

User Experience Executive

Danny has been a inspiring leader throughout the years that I've been working alongside with him. He is someone who constantly challenged me to do bigger and better things, back me up during difficult times, have the flexibility to solve problems in an ever-changing workplace and treat others with dignity and respect

I've always been thankful to have Danny as a role model and I've learnt great personal and professional skills from him through the journey working with him.

Thank you for being a great mentor.

Client of Danny Lee

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Mr Wong Kok Seng

Technician at SIA Engineering Company

after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences.

Client of Roger Lim

Ms Daryl Fawn K

Executive

I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.

There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.

Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.

Client of Harris Mak

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Mr Kook Liang

Retiree at NIL

Brandon was my agent for nearly a decade now and I am grateful for his financial guidance. Thanks to Brandon's expertise and dedication, I am now enjoying a happy and worry-free retirement.

What sets Brandon apart is his sincerity and honesty. He has always put my financial well-being first, providing me with sound advice to secure my retirement goals. He is not afraid to tell me when he is unable to meet my investment returns for some years, which I feel is missing in other agents I dealt with. I am glad that I could count on him to update me, even if it’s bad news.

I recommend Brandon to anyone seeking a trustworthy and skilled financial consultant. He has been an invaluable partner in my financial journey, and I am confident he can do the same for you. Congratulations on attaining new heights in your career, Brandon!

Client of Brandon Lee

Mr Samuel Foo

Researcher

Darius is very knowledgeable and has great passion for his field, has a very patient temperament and an eye for detail.

He does not hard sell, He assesses my policies thoroughly, able to explain in a very comprehensive way to help me understand holistically in whatever I may still need.

He had given me a lot of help; a lot of time going the extra mile, which makes me feel more like a friend than a customer.

When engaging him, it doesn’t feel like I am just buying a product or service, but rather a journey towards building a more secure and fulfilling future.

Client of Darius Tan

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

Ms Leong

Elden Wong has been managing my investment portfolio for about a year, and I am very pleased with the results and the level of service he provides. As my financial consultant, he has demonstrated strong knowledge in unit trusts (U.S. stock markets), offering thoughtful and well-researched recommendations that align with my financial goals.

I appreciate Elden’s professionalism, patience, and clear communication. He takes the time to explain investment options and strategies in a way that’s easy to understand, which gives me confidence in the decisions we make together.

In just a year, I’ve seen positive growth and feel assured that my investments are in good hands. I highly recommend Elden Wong to anyone looking for a dedicated and trustworthy financial consultant.