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 Tan Ke Han

Designer

Was interested to look for an avenue that provides higher returns given the lower interest rate environment, hence I decide to call up Shawn to advise on possible options. He recommended the path of investments, and also patiently explain why this is a possible route for higher returns albeit the risk involved. Shawn fully understood my need for liquidity given my current commitments, hence he planned a proposal which allows access to my monies should I ever need it. For that I am thankful for his move of prioritizing my concern. I implore everyone to look for Shawn should you wish to know how to grow their wealth in a sustainable manner.

Client of Shawn Koh

Ms Chloe

Senior Marketing Manager at ERA

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Elden's ability to effortlessly explain various solutions and promptly address all my inquiries showcased his proficiency and deep industry knowledge. He consistently clarified any concerns I had, putting my mind at ease.

Working with Elden was a pleasant experience as he not only understood my requirements but also devised a customised plan to meet them effectively.

Client of Elden Wong

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.

Client of Tan Jun Qi

Ms Alice Tan

Confidential Secretary at JP Nelson Group

It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!

Client of Grace Wong

Mr Ethan Goh

Relationship Manager at DBS

Gaulat.

Client of Danny Lee

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Mr Tan You Yan

Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.

Client of April Lim

Mr Benson Lim

Driver at Stripes Premier

Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.

Client of Eva Tan

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

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

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 Tong TF

I have worked with another Synergy advisor prior to Elden. The previous advisor's performance was lagging to say the least, partly due to lack of communication and partly due to the swing in the market. Upon my questioning, Synergy assigned Elden to me. Synergy should have been more proactive in monitoring advisor performance to safeguard clients, and institute early intervention. My experience with Elden is very different from the previous advisor. Elden has been proactive in providing me with regular updates. His view on the market has been right so far. Elden has help reduced my negative portfolio significantly but it is still 10% below when I started with Synergy years ago. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. One last thing. I would like to encourage Elden in his annual review with clients to share the annual historical value of the clients' portfolio to demonstrate the value he has created for his clients.

Client of Elden Wong

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Mr Don Ng

Group Division Director at ERA Realty Network Pte Ltd

I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.

Client of Edmund Wee

Mr Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Willynn motivates others through her vision, passion, and actions. She has a clear vision of the future, articulate it effectively, and rally others around it. She lead by example, showing dedication, resilience, and enthusiasm, which ignites a sense of purpose and drive in those around her. I appreciate her guidance in building up my team and business.

Client of Willynn Soh

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!