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 Luke Thiam

Officer at Yusen Logistics Singapore

Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.

Client of Joleen Peh

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.

Client of Maeva Huang

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 Eric Vu

Paraplanner Associate at Synergy Financial Advisers

Working as an Associate under JackChanFinance has been an inspiring journey. Jack’s unwavering commitment to prioritizing client experience sets a high standard—prompt responses, seamless processes, and accurate information are non-negotiables. Observing Jack's dedication to every client, regardless of the situation, has shown me what true professionalism looks like. His work ethic and client-first approach make him an exceptional financial advisor.

Client of Jack Chan

Mrs Samantha

Business Development

Before I met Andy, I never believed in getting insurance. However, his sincerity and transparency towards my family and I made me decide to give it a try. I took his advise and applied for a couple of plans to cover myself and my family - and it was one of the best decisions that I made because not a year later, my son and I were both hospitalised. Thanks to Andy and his foresight, we saved quite a fair amount on hospital bills which were covered by the plans. During the periods of our hospitalisation, he was really responsive and attentive towards us and our queries. Claims were also settled quickly. Thank you Andy!

Client of Andy Seo

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

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 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

Mr AR Chin

Assistant Director HR at Kydon Holdings

Andy has put the customer’s needs way above his own, even at the expense of sales. I wish to commend him for his sincerity, honesty, and integrity. You can rarely find a professional of his calibre in the market today.

Client of Andy Seo

Rachel

HR manager at % Arabica

I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.

Client of Law Hanwei

Ms Angelia Ng

Financial Controller at Swissco Holdings

Derrick is professional, approachable and reliable. He is knowledgeable in his field of work, quick in response to enquiries and patient in explaining them.

Client of Derrick Chee

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Ms Shenny Tay

Business Analyst at RGF

Derrick is a very knowledgeable, approachable, friendly and trustworthy financial advisor. He is always willing to go the extra miles and explain to me patiently about the policies and plans to make sure I fully understand. He answered all of my questions and gave me as much time as I needed to make the right decisions.

Client of Derrick Chee

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 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

Mrs Xu Qiong

Accountant

Eeks is my trusty agent that takes care of my entire family's portfolio. She is very professional, attentive and caring towards our family needs. She would go through the policies wordings thoroughly to ensure we understand fully. She is very honest about the different products, sharing both the pros and cons of each product and allowing us to make our own decision comfortably, unlike many other pushy agents out there. She is very efficient and resourceful, quick to reply and advice us well on any problems we face. We are extremely grateful to have met her and have her as our agent! I highly recommend her!

Client of Eeks Lim

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

Ms Ruby

Sales Manager

Jiamin was introduced to me by my sister, who recommended her to me as she is warm and knowledgeable. After meeting her a couple of times for my policy review, she is indeed genuine, as she was fine with me asking about alternatives insurers besides the one recommended to me.

Also, unlike most agents I've met, I opened up to her quickly as she is very friendly. I'm glad to have her as my adviser!