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.

Mrs Sanisah

School Canteen Operator at Nil

He very helpful, patience and explain very details regarding the insurance policy that I bought. Thanks a millions Shauqi for your splendid help. Awesome & good job.

Client of Ahmad Syauqi

Mr Wayne Ang

Engineer

Rui Han is very good in his insurance knowledge together with strong fundenmental from property and option investing. The first step to investing is to make sure our coverage is enough, he is well versed with policy from different agencies to kick start that

Client of Kuah Rui Han

Mr Timothy Cheng

Analyst at Citigroup

April displays great professionalism and knowledge when it comes to financial planning and advisory. As a result, she has been able to provide tailored, objective, and high-quality advice to her clients.

Throughout the process, April was able to effectively identify, analyze, and breakdown my key insurance needs, before proposing relevant solutions that could potentially address them. Further, she was also able to provide both the strengths and drawbacks of each solution - something I feel lacking in a lot of other financial advisors. Doing so enabled her to remain objective in finding the most suitable solution for me.

Moving forward, I am confident April continues to be a valued and highly sought-after advisor in this competitive space. While one's financial journey can be daunting and uncertain, having a trusted advisor like April will undoubtedly smoothen the journey. Do reach out to her if you have any queries or require some advice in your own financial journey because trust me - it'll be worth it!

Client of April Lim

Ms Pradha

I have known Serene as a friend, and she has been managing some of my investments. From the very beginning, I was impressed by her professionalism, attentiveness, and genuine commitment to understanding my financial goals. Serene took the time to explain complex concepts in simple terms, ensuring I felt confident and informed every step of the way.

One of the moments that truly stood out was during a market downturn—Serene proactively reached out to discuss my portfolio, offering reassurance and strategic adjustments that not only protected my investments but also positioned me for growth. Her calm demeanour and proactive approach turned what could have been a stressful situation into a moment of trust and clarity.

I genuinely appreciate her dedication and the personalized strategies she crafts to suit my evolving needs. Her expertise and client-focused approach make all the difference. Thank you Serene!

Client of Serene Seah

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

Miss Jody Young

Medical Laboratory Technologist at Singapore General Hospital

Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.

Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.

Client of Jack Chan

Mdm. Zhang

Teacher

I would like to express my sincere appreciation for Yvette’s exceptional guidance. She took the time to patiently walk me through how to start investing and customised my entire portfolio, ensuring I understood every detail and felt confident in the decisions we made together.

She also made extra effort to make me feel assured. Her professionalism, clarity, and genuine care have made a significant difference in my financial journey.

Thanks to her thoughtful advice and consistent support, I have seen meaningful growth in my investments. I am truly grateful for her dedication and for always putting my best interests first.👍

Client of Yvette Yap

Mr Kyaw

Nature Landscaper

I am really interested to save for insurance. Roger is a good person and explained the different plans to me. If i have a chance, I will meet up and do saving. Roger is a friendly person.

Client of Roger Lim

Mr Huang Zhiqiang

Machine programmer at Meisterform

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Client of Elden Wong

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

Mr Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Mr LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.

Client of Hans Chen

Ms Juliana

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Mr Srikanth Gopalaswami

I wanted to get the right medical insurance coverage in Singapore that was appropriate for me. I was looking for a reliable, knowledgeable, efficient and experienced person to guide me to match the right insurance policy for my needs as well as take me through the process to get me medically covered in a timely manner. Elden Wong was recommended to me and he definitely met as well as exceeded my expectations for a customer oriented insurance and financial adviser to take me through the process from start to finish. Elden was very patient and first listened to my wife and me to better assess our insurance needs and financial considerations for the right policy. He also informed us of the pros and cons for the various policy instruments vis a vis our requirements and also brought his own experience to bear in his recommendations. He understands that a customer is satisfied if his needs are well matched along various dimensions: coverage for various medical criteria such as current personal health and requirements, insurance policy price, breath of hospital choice, etc. He presented the various policy and insurance company options and explained the benefits and any limitations. Once we had decided on what was the right policy for me, he then moved quickly to execution mode and worked closely with me to get the paper work done, arranging for medical check up appointment and just working the system to get the medical insurance policy approved and finalized in a timely manner. It was a pleasure working with Elden and I not only found him efficient and effective but he was also quite personable to work with.

Client of Elden Wong

Mr Adrian Lau

Property Agent

I met Darius through his telemarketer. He came across as a friendly and respectful independent Financial Advisor to explain about the Eldershield policy provided by different insurance companies. During the meeting session, he is very detailed in his explanation and patiently answered all the questions I had about the policy. He is constantly working in my best interest to choose the most suitable policy which serves my needs and budget. I have purchased an Eldershield policy through his good advice.

Darius is constantly keeping in touch with me. As my age grew older, I required certain policies to protect me and my family. He is able to source the most suitable policy to serve my needs. Through his patience and good advice, I managed to purchase an Accident policy and Life insurance to provide the best coverage for the whole family.

Subsequently, my wife had purchased the Eldershield and Accident policy through his proactive action as well. My wife and I are certainly glad to have him as our Financial Advisor. We trust him well enough to manage our policies and recommend him to all friends.

Client of Darius Tan

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Mr Yeo Siew Chi

PR Manager at Banking & Finance Sector

I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!

Client of Roger Lim

Ms J C

APAC Commercial Support Manager / HR

Rui Han is a highly professional and dedicated Financial Advisor. He is never pushy and consistently prioritizes his clients’ best interests. I first met him during an estate planning talk, and was impressed enough to engage him to review my entire financial portfolio, including my assets and Will planning.

I truly appreciate his thoughtful approach, and his proposals are always aligned with my comfort level and financial capability. I feel very at ease working with him and confident in the guidance he provides.

I would like to take this opportunity to sincerely thank Rui Han for his unwavering support and valuable advice. Thank you very much!

Client of Kuah Rui Han

Ms Tan Rong Hui Dora

Designer at Pearly Gates Designs

Our family has been blessed to be in Shawn's care since 2020. Shawn is a shining example of a lifelong financial advisor. We admire his down-to-earth qualities and naturally, he has become a family friend.

Well versed with various insurance, investments, etc, Shawn tailor-made holistic financial plans and proposals according to our needs and goals. Besides being meticulous and organized, he provides clarity by patiently breaking down and explaining complex financial information in a concise manner that is easy for us to understand.

Shawn is continuously growing his financial knowledge, insights and expertise. If there is something he is unsure of, he is honest about it and takes the effort to find out more.

His detailed evaluations and client-centric approach equipped us with a comprehensive overview of our financial health and direction, enabling us to feel safe and confident in our decision-making.

Shawn is helpful, thoughtful, trustworthy and humble. He is always receptive to our queries, even when it doesn't benefit him directly. He demonstrates his reliability, genuine care and support for our family in many ways which we appreciate.

Client of Shawn Koh

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.