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.

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms Mellisa Kanaiya

Administrator at Hellermann Tyton Pte Ltd

Dear Darius,

First of all, I would like to thank you for assisting and planning on what is best for our newborn which save us a lot of time researching across different platforms. In addition, you've done a great job on the explanation and recommendations on our financial planning for me and my husband which gives us a better understanding of what is needed in priority at our current stage. We appreciate your effort and would look forward to meeting you soon for our upcoming financial planning. Great to know you by your name for the past few years from QY and I finally get to know you in person now! I would definitely recommend you to my friends and family who require financial advice. Once again thank you, my new friend! 😊

Client of Darius Tan

Ms Kimberly Lim

I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.

Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.

Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!

Client of Linda Quah

Mrs Sanisah

School Canteen Operator at Nil

He very helpful, patience and explain very details regarding the insurance policy that I bought. Thanks a millions Shauqi for your splendid help. Awesome & good job.

Client of Ahmad Syauqi

Mr LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Ms Darilyn Koh

Treasury Associate

Agnes and I have known each other for over 13 years and she has been servicing my portfolio for over 10 years. She is a reliable and trustworthy adviser as she has been supporting me in my financial journey at every stage of my life since I was a University student. Her optimism and genuine interest about people from the different walks of life is very infectious. I have always that she has respected my journey (despite it being unconventional at times) and she never fails to ensure that I can pursue my interests / goals freely, but also grounding me whenever necessary. I really appreciate having a trusted friend to take care of my finances and I hope that she will still be there to support me in the next few decades.

Client of Agnes Lim

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Mr Melvin Y

CEO and Technologist

Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.

Client of Harris Mak

Tan Hwee San

Over the years, Elden has consistently demonstrated exceptional professionalism, profound knowledge, and sound judgment in financial advisory.

His insightful guidance and unwavering commitment have significantly contributed to my financial growth and confidence.

I am deeply appreciative of his dedication, integrity and expertise.

Client of Elden Wong

Mr Abdul Hameed

Manager at IHIS

I known Ms Linda for almost over a year. She has helped me in a few insurance matters. Of all the insurance / financial Advisors I known she is the best and most awesome!. Advise me very patiently and professionally. Dedicated and very humble person. Wonderful personality and a good friend .Thank you Linda for your help and patience and guidance!!

Client of Linda Quah

Ms Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Mr Pryor Goh

Sales Manager

I Just want to give a big shoutout to Sean for being such a great help. He’s super detailed and really patient — took the time to understand exactly what I was looking for and never made me feel rushed. I felt like I could ask anything, and he always explained things clearly. Really appreciate his support and would definitely recommend him if you're looking for someone reliable and easy to work with.

Client of Sean Neo

Mr Khalid Rashid

Aspiring Logistics Coordinator

Jack has been my trusted advisor since my NSF days, guiding me through my financial journey with care and expertise. During a tough time when I faced emergency surgery, Jack’s support and assurance eased my worries about medical bills.

He went above and beyond, ensuring my claims were handled smoothly. His unmatched dedication, even in challenging moments, makes him truly exceptional.

Client of Jack Chan

Ms Winnie Tan

Education specialist and Editor at Self Employed

Zhiwei has been my trusted financial adviser for over 20 years, starting from his early days with Prudential. Over the years, he has helped me build a strong and well-rounded financial portfolio — including insurance coverage, investments, and retirement planning — all tailored to my personal goals and preferences.

When Zhiwei transitioned to the FA model, partnering with multiple insurers, I saw firsthand how dedicated he is to providing the best value for his clients. Thanks to his advice, I’ve secured better insurance coverage at times with lower premiums — something I wouldn’t have thought possible.

What truly sets Zhiwei apart is his ability to design affordable, low-commitment plans that still align with my long-term goals. This flexibility proved especially valuable during my career transitions, where I never had to worry about compromising my financial stability.

Most recently, I was able to withdraw profits from my investments to help fund a property purchase — a move made possible because I started early with Zhiwei’s guidance. We’ve also restructured my life insurance to shorten the premium term and shifted towards a retirement income model that gives me greater peace of mind.

Zhiwei’s unwavering support, foresight, and customized advice have been instrumental to my financial journey. I’m grateful to have him as my adviser.

Client of Tan Chee Wee

Mr Lee Ruey Xuan

Social Media Manager at NTU Alumni Club

Jack stands out with his direct yet empathetic approach to financial issues, offering tailored advice without being pushy or condescending. His genuine, client-first perspective is a refreshing contrast to hard-selling tactics.

Over the years, I’ve witnessed Jack's impressive personal and professional growth, as he transforms challenges into opportunities, making him a well-rounded and trustworthy advisor.

Client of Jack Chan

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

Mr Nathanael Tan

Centre Executive at Extraordinary People Limited

Initially, I thought Jack was just another pushy agent, but he quickly shattered that assumption with his genuine sincerity and desire to help. Even though I couldn’t purchase directly from him, Jack went above and beyond to treat me like his own client.

His clear guidance on insurance and investments has transformed my financial confidence, proving he’s not only skilled but truly cares about making a difference.

Client of Jack Chan

Mr Joel Zhuang

April have been very patient with me when I seek her advice. She have well-equipped herself with the best knowledge to provide me the best option based on my requirements. Truly satisfied with the relational and non-transaction feeling given.

Client of April Lim

Mr Neo Poh Leng

Safety Coordinator

Rayers is a very responsible and knowledgeable advisor. He helps me not just for my portfolio, but many other aspects that will affect my finance, career and even family. I am very grateful to him. He is also one of the best I ever met when it comes to investments.