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. Lim Pei Hoon

Sales Executive

Superb Duper Very Good Adviser. Been following the progression via my Fb.. Anything happen to me after I post In FB, He will contact me what happened to me. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Mr Luqman H.k.

Freelancer/lab Technician

As a freelancer, It is very important that I am fully covered during health related crisis. Hund understood the severity of such situations and gave me unbiased options & advice. He made sure that my priorities, commitment & the affordability of my coverage were all aligned. It is all thanks to Hund that I have a peace of mind while going about my daily life.

Client of Hund Wong

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Ms Carina Ng

Analyst at Citi

It's definitely a great pleasure having April as our advisor. She’s trustworthy, meticulous and objective in addressing the needs and concerns, which made the whole process easy and hassle-free. She has demonstrated the character and work ethic that I believe will bring her far in this industry. Thanks April!

Client of April Lim

Marcus Mah (ex Andrew Lee Unit)

Business Development Manager at PacificLight Energy Pte Ltd

I joined Andrew and his team in 2017 after 6 years in the banking industry. He is a person with great foresight and aptitude for higher success. Under his explemary leadership and dedication to his team, I had learnt alot of industry insights and knowledge that i can apply to my work and personal life through his innovative training and coaching sessions which I can't find in banking. We still remain in close contact and have known each other since our air force days, opportunities will come eventually for him with his unwavering support and strong will to succeed. All the best in the future!

Client of Andrew Lee

Ms Kristen Chee

Digital & Social Media Lead

David has been our trusted adviser for over a decade. My husband & I appreciate David's practical and pragmatic approach, providing us with a comprehensive and detailed understanding of the various plans to meet our family's needs. He takes time to give us an overview of market trends and updates us regularly. Thank you David!

Client of David Tang

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Mr Cedric Beltrame

Account Director and Manager of Sales at hexagon

Gem helped me define the best investment strategy for my long-term goals, including saving for my kids' education and my own retirement. She also provided guidance on insurance products to complement my investment plan.

Gem's patience is invaluable when navigating the various forms required for investment. She also stays on top of upcoming policy renewals, ensuring I don't miss anything important.

The Singapore market is dynamic, with frequent mergers and acquisitions. Gem's expertise helped me track my investment accounts across different institutions, ensuring they remained aligned with my initial objectives for risk tolerance, timeframes, and portfolio diversification.

If you're looking for a trusted advisor who can guide you through investments and insurance, Gem Huang is the person to go to!

Client of Gem Huang

Mr Wong Yu Qi

General Manager at LS E&C PTE LTD.

Very responsive and understanding personnel. Helps to settle policy-related issues and provide an ideal policy that suits to my needs.

Client of Leslie Teo

Ms Julie Ong

Head of HR

My company was looking to renew and revise our corporate insurance plans but it was time consuming and complicated for me to review. It was indeed a blessing to have Tynn help me navigate, screen and recommend the right plan for us. Through her relationships with the various agencies, she was able to "tailor made" a comprehensive and cost effective plan. She did an excellent job in ensuring that we transit from our old plan to the new one.

Ms Gloria Chee

Alan is able to answer all of my enquiries. I am impressed and feel safe in the advice that he has offered me, not forgetting his rich knowledge in different types of product with different companies. He also patiently explained clearly about the insurance that he is offering me, letting me be clear about my needs and the things that I am buying. Alan also gave me a sense of security and responsibility in handling my portfolio, keep up the good work!

Client of Alan Lim

Ms Ser Jean

Assistant Brand Manager at Procter & Gamble

April’s genuine concern for her clients is shown through the patience and care she takes to explain policies to them in detail. The passion she takes to her job and her level of knowledge towards her work is unquestionable and instills confidence in us that she is making decisions in our best interest.

Client of April Lim

Mr Sailesh Thanki

Customer Success Manager

Chandrika has been very helpful and has been my one stop shop for my family to suggest any insurance related or investment linked instrument. She gives personalized attention and as a result I have referred her to my friends also. Its a pleasure to work with her.

Client of Chandrika

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Mr Simon Eey

Director at Eey-Xpress

Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand.

I would highly recommend him to anyone looking for an adviser!

Client of Ting Chaur Fon

Mr Vincent Lim

Alan is able to provide concise information and is able to plan for me in accordance to my needs.

Client of Alan Lim

Dr Jared

Assistant Professor at Singapore Management University

Alvin has been my financial advisor since I was doing my PhD before I had a family. He is knowledgeable and dependable. He helped with all of my needs, from the most basic of issues like travel insurance, to complicated matters like getting coverage for my son who was hospitalized at a young age. Alvin helped me through all my significant life stages and revisited my coverage requirements each time as my family grew and as I upgraded my housing. Highly recommended, not pushy at all. Thank you Alvin!

Client of Alvin Cheo

OUR CREDIBILITY JOURNEY

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

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Gem's patience is invaluable when navigating the various forms required for investment. She also stays on top of upcoming policy renewals, ensuring I don't miss anything important.

If you're looking for a trusted advisor who can guide you through investments and insurance, Gem Huang is the person to go to!