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.

Tee Cy

PHV Driver

Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)

Client of Teo Jia Min

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 Foong Kah Seng

Student

Rayers is a great friend and advisor. He is very knowledgeable in his field and always shares his insight with his peers. He is even willing to provide his professional opinions when I approached him with my financial queries. To sum it up, he is a great financial advisor who always seek to improve in his field.

Client of Rayers Sia

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Ms Kalai

Manager

Daven have been such a wonderful adviser and is very prompt in his services. He is very approachable and gives the best advice when required. He is very knowledgeable and has guided me through my past admissions especially the recent operation that I had. I’m very grateful to have gotten him as my financial adviser for medical coverage.

Client of Daven Lee

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

Mr Wei Song

Student

Rayers has been giving me sound financial advice for many years. He will actively inform me of any changes and opportunities for investment and always ensure that my queries are answered. I highly recommend him to anyone looking for an adept and good-natured advisor!

Client of Rayers Sia

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 Shi Xiulin

Software Engineer

Jason is very friendly and knowledgeable. He is able to explain the plans in an easy to understand manner, and really help me consider every aspect of the plan according to my needs. Really thankful for his time and dedication.

Client of Jason Choo

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

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

Mr Yeo Kay Wee

Senior Manager at Soka Gakkai Singapore

Angeline Ng has been my wife and my financial advisor since 2002, she has helped us not only review all our insurance policies, but she also helps us to understand what each insurance is for and what we need. She is a responsible, reliable, organized, and knowledgeable financial advisor. Recently, I had heart surgery, and because of the claims, I often called her, no matter what time, she attend to all my queries patiently and promptly. Thank you for helping us to understand what each insurance for and to be our financial advisor, which we can fully depend on.

Client of Angeline Ng

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Mr Tang Xun

Engineer

Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.

Client of Derrick Chee

Ms Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Ms A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.