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 Tee Raymond

M&E Executive at Colliers International (Singapore) Pte Ltd

Linda has been a responsible, knowledgeable and helpful person. She is always willing to go to the extra mile to provide the insurance information when I need some. My friends I have referred to her has the same sentiments too. To me, Linda is more than just a financial adviser. Keep up the good work, Linda!

Client of Linda Quah

Ms Mei Qing

It is with great pleasure that I provide this testimonial for Sheena.

Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.

Moreover, Sheena's remarkable responsiveness and commitment to client satisfaction exemplify her dedication to providing exemplary service. She consistently demonstrates a readiness to address inquiries promptly, offering tailored guidance and support whenever needed. Her proactive communication ensures that I am kept well-informed of pertinent updates.

Beyond her professional acumen, Sheena's genuine passion for fostering her clients' financial success is evident in every interaction. Her approach is characterized by a genuine desire to cultivate long-term relationships founded on trust and mutual respect. It is this personalized attention and unwavering dedication that truly sets Sheena apart as an exceptional financial advisor.

In conclusion, I wholeheartedly endorse Sheena for her outstanding contributions to the management of my financial portfolio. I look forward to having her as our family adviser for many years to come.

Client of Sheena Suey

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

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 Regner Marlon Cacafranca

Engineer

My wife got a call about Eldershield upgrade. Since she doesn't have one she agreed for the meet up.

Mr Shawn came to our place & explained clearly about Eldershield upgrade. I then asked him about personal accident insurance and any investment recommendations.

What I like about Mr. Shawn's recommendation is that it's not limited to 1 insurance policy. He presented to me the 4 best policies based on cost and benefit. From there, I get to decide on my own which one suits my needs.

On the investment side, he presented an overview of the 10 year plan, the breakdown of payments and potential gains over the years.

All in all Mr. Shawn showed a very professional assessment of financial products and is very accommodating in all our queries.

Client of Shawn Koh

Mr. SANGCHAT PHOWADON

Area manager at Gopizza

Rave has been a great advisor. He listen and explain everything in detail for easy to understanding. Thanks

Client of Rave Peh

Diana

Super recommend! Grace is not just an insurance agent, but a trusted advisor who genuinely cares about my financial well-being. They took the time to understand my goals and crafted a personalized plan that fits my needs perfectly. Their expertise and professionalism are top-notch, and I appreciate their patience in explaining complex concepts in a simple way. Highly recommend for anyone looking for a reliable partner in insurance and investment!

Client of Grace Wong

Ms Joyce See

Digital Marketing Manager

Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.

She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)

We're thankful and we know we're in good hands.

Client of Cheryl Huang

Mdm Rasnita Rahmat

Housewife

Since I resigned from financial advisory industry long time ago

I have not been updated with insurance matters

until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans!

Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍

My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family

Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍

And my friend is a very nice lady whom we know each other since we ever worked together before😍

She explained in detail and I admire her integrity, sincerity and professionalism!

Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆

All praises to The Almighty we family now have a peace of mind 💜

Client of Linda Quah

Ms Tan Fanghui

Sales Ops

Many thanks and much grateful to Ruihan who has helped me so much in taking over and handling my hospital claims so well! Thankful for the availability and dependability that Ruihan really provides! Ruihan also gives me sound advice on my policies and claims and this allows me to have a peace of mind and to make wise life decisions.

Client of Kuah Rui Han

Ms Michelle Howell

Senior Relationship Manager at Synergy Financial Advisers

Willynn is an experienced and knowledgeable financial adviser with her client’s best interest at heart. Willynn is generous with her time and is always willing to share her knowledge and expertise.

Client of Willynn Soh

Mr Isa Razif

Supply Planner at Procter & Gamble

Consultation sessions with April are comfortable and free flowing. She is able to answer all random enquiries with relevant situations and examples. She has a non-judgemental approach to construct and advise a financial plan based on current financial status and lifestyle. Two thumbs up!

Client of April Lim

Mr Ken Ng

Assistant Manager, Events and Marketing

Henry has been my financial adviser since 2016, and I don’t think there’s any other FA out there who is as committed and responsible as him. Throughout these years (and ongoing), he has recommended me policies that are not only beneficial to me but also catered to my individual needs, while providing sound advice on any question that I might have on other financial matters.

He also does a yearly policy and financial planning review to ensure that my financial goals and medical coverages are aptly met.

On top of that, he also did complimentary Estate Planning (Will drafting) for my parents in 2023! He waived the charges and we did not pay a single cent. This shows a level of commitment to go above and beyond for his clients which is highly commendable.

Client of Henry Ang CS

Ms Amelie Tan

Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!

Client of Tynn Lim

Mr Lim Hao

VISA

Chalysta has a cheerful personality that makes her a pleasure to work with.

She demonstrated great patience in discussing various products, ensuring that I found one that was suitable for my needs. She took the time to thoroughly explain every detail and answer all my questions, no matter how many I had.

What stood out the most was her ability to make our conversations light-hearted and unpressured, creating a comfortable environment where I felt free to ask any questions. I would highly recommend her expertise to my friends and family, confident that they will receive the same level of care and professionalism.

Client of Chalysta Sim

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Mdm Hw Goh

Business Owner

I have accumulated several different insurance policies throughout my working life. As a busy entrepreneur focused on building my business over the past decade, I’m guilty of neglecting this aspect of my personal affairs. Glad to have met April who took extensive time to compile and study all the policies I’ve had in place. She spent much time and effort to go over those plans and point out areas where I’m lacking in protection and was able to patiently guide me along to fill those gaps. I’m now able to rest easy knowing that this area of my personal affairs are now in order. Thanks April, for your patience in a thorough guided counsel.

Client of April Lim

Mr Zhang Zhe

Banker at Citibank

April is a very solid agent. Helped me save money on my health insurance and have been very helpful even though I'm not a very big client. Well done April for the solid work.

Client of April Lim

Mr Sherman Tay

Accounts Executive at Manulife Singapore Pte Ltd

I have known Tiac Pin since NS days and he has always been a close Friend. Because of our friendship I trust and believe in his advise when it comes to financial planning. Friendship aside, his advises are sincere and well thought out. I don't feel pressured to purchase anything and he is always open to me getting second opinions. He is a good Friend and a good advisor and will always be my go to advisor for discussion.

Client of Ng Tiac Pin

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

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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It is with great pleasure that I provide this testimonial for Sheena.

Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.