Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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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 Kenneth Chua

Co Founder, Head Of Sales at Bluenest Pte Ltd

Always reliable that's the best description for Carol Huang. Had been using her services for more than a decade. Never disappoint, always contactable. Throughout the years had recommended many friends and relatives to her. Will continue to do so. Highly recommended.

Client of Maeva Huang

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

Ms Wei Xin

I am grateful for the guidance and expertise my financial advisor has provided. Her knowledge, attention to detail, and commitment to my financial goals have helped address certain gaps and brought me peace of mind. She is attentive to questions, takes the time to listen, and simplifies complex terms to ensure I understand them better. I feel confident recommending her to anyone seeking a good advisor, as she prioritizes her clients’ interests and does not rely on hard-selling tactics.

Client of Pauline Lau

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Mr Vetri

Associate Engineer at Global Foundries

Tiac pin guided me in a right way as a financial adviser and I’m grateful for that. Besides i admire his patience, knowledge and the effort he’s putting in to make our life better than what it is. I would gladly recommend him for my fellow colleagues and friends.

Client of Ng Tiac Pin

Mr. Gideon

From the beginning, Sean made everything feel a lot less intimidating. He took time to understand my situation, my goals, and even my concerns. What really stood out to me was how genuine and patient Sean were, no rushing, no pressure, solid advice and good conversations. If you are confuse about your financial, I’d definitely recommend Sean Neo to guide you through anytime.

Client of Sean Neo

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

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

Mrs Chan Mei Lian

Tele at SME Republic Advisory

I know Wei Qi when I'm working as a telemarketer in Singlife. At the point of time I was working for him thru my manager. Only heard his name but never meet him in person. I refer my sister for eldershield. He became my sis agent. Last year our trip at GuangZhou we encountered typhoon The claim was nt acceptable to us he went to the extra miles & did his best to do the claim for us again. Thru my mum hospital plan issue I met him up in person & he gave me advice on my mum plan & my policies also. The first impression he gave me was a easygoing, friendly, helpful & most important he was nt pushy at all. I refer to my 2 gals they bought fm him accident plan & saving plan. After he shared the plan wth us he gave us time to think & consider nt in the urgency want to close the plan. Will do referral wth no hesitation.

Client of Ong Wei Qi

Jerome Chan

Fire & Rescue Specialist

Having known Hund for quite awhile. He is a conscientious and thoughtful person. Knowing my financial background, he make extra effort to explain the contents of the product. It enables me to make sound decision with my investment. He has consistently call to check and offer solution to my financial needs from time to time. Thanks.

Client of Hund Wong

Mr Mark Toh

Legal Counsel at Equis

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Client of Pauline Lau

Mr waynec

Business Planner at ....

An agent (also a friend) who's professional, reliable, responsible, service-oriented, making our insurance decisions hassle-free.

Client of Sean Neo

Ms Aurora

Program Manager, Operations

Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.

Client of Hans Chen

Ms Michelle

Account Manager

Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies.

Client of Andy Seo

Mr C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

Ms Candyce Ravianna Low

Cabin Crew

I have been getting my policies from Tynn for years. She is knowledgeable, responsible and do not ‘hard sell’ her policies.

I had a few financial planners before she came along. They all sold me policies and then left the financial advisor line. Needless to say, after they left, there are practically no one to service my policies.

Tynn has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms or new policies available.

She will be my one and only financial advisor for many years to come. It’s really hard to come by a dedicated financial advisor. Great job done, Tynn!

Client of Tynn Lim

Mr Wayne Nua

Entrepreneur & Business Owner

I was initially hesitant about financial planning due to cashflow concerns for my business, but Jack's approach changed my perspective. He optimized my existing policies, improved coverage, and redirected my savings towards wealth accumulation.

His step-by-step guidance, tailored to my needs as a business owner, showed genuine care and understanding, making him a trusted and insightful consultant.

Client of Jack Chan

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

Mr Ng Chee Wee

Project manager at Builder 265

Ewald is helpful and patient. He is also very resourceful. He summarised all my existing policies and helped me with my estate planning. I am very happy with what he planned for me.