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.

Ms Stacy Seah

Marketing Director

It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!

Client of Grace Wong

Mr Lim Jia Jie

Business Development Manager

I started my career in Financial Services by joining Henry back in 2017. Throughout the years, I have learned skills and insights which I believe will be beneficial in my lifetime. I have also enjoyed striving hard together with my teammates. Joining Henry as a Financial Advisor was a decision that I am glad I made previously. Here's to better years ahead.

Client of Henry Ang CS

Mr Jeremiah Teo

Professional Trainer at Charisma Academy

As a knowledgeable and data-savvy Financial Planner with more than 15 years of experience in the industry, Harris has proven to possess remarkable financial foresight and commendable investment acumen in providing sound advices whenever we meet for follow-up sessions. In addition, he never fails to take time required to explain and help me comprehend rather complex rationales behind investment principles and common oversights faced. I would highly recommend Harris if you are looking for a responsible and proactive Financial Planner with strong investment and risk management insights.

Client of Harris Mak

Mr Tan Zhong Yi

Student

I have know Rayers for many years, I can fully trust him as a friend and put my mine savings and earnings for him to help me invest and also buy the most appropriate insurance, through his sharing of his life experience and knowledge about investment , insurance and finance I can also trust him as my finical advisor too. I'm a person that doesn't really care what I need to know, but still he takes the extra effort to make me understand and what I have to know as an growing adult. Overall his a great mentor.

Client of Rayers Sia

Ms Jasmine

Supply Chain Executive

First and foremost, Jarius has a very focused and determined attitude. He is a diligent and enthusiastic broker that doesn't think twice about going above and beyond for his clients. Being a young professional himself, he knows specifically what young people are facing whether they are beginning off their job route, or moving between profession changes, he has the capacity to help young adults clearly comprehend the value of being insured. He has always been a great adviser to engage with, kind, and competent. I'm delighted to continue working with him.

Client of Jarius Kan

Mr Hiew

I met Derrick in reservist and he has come across as someone I can trust. So, few years later when I need help on my insurance coverage, I contacted him immediately. He is always professional in his approach and never once took advantage of our friendship.

Client of Derrick Chee

Jing Jie

Vivian is a very friendly and helpful advisor who took her time and effort to find the best financial plan to help best fit my financial goals.

Client of Vivian Peh

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Mr Kevin Liew

April provides me with professional advice in selecting my policies and assists me with any claiming processes in a very efficient manner. She does not sell me unnecessary policies that I do not require, only what I need based on my current lifestyle.

Client of April Lim

Ms Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

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

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Ms Caroline Rozario

Associate Director, Marketing at IT company

Li Zhen has been my financial advisor for over two decades now, since my 20s. She’s guided me through every major life stage, from being single, to getting married, raising my now two teens, and now planning for retirement in the next decade. Her steady guidance and financial expertise have been invaluable at every turn.

What I truly appreciate about Li Zhen is her patience (even when I forget and ask the same questions again!), her responsiveness, and her ever-present smile. She genuinely cares not just about my finances, but about me and my family’s goals and dreams.

Thanks to Li Zhen’s thoughtful advice and long-term planning, I’m now looking forward to retiring within comfortable means and for that, I’m ever grateful. I couldn’t imagine navigating this financial journey without her.

Client of Khoo Li Zhen

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Li Xueqing

April is truly helpful and trustworthy. She recommended possible plans based on my needs and answered all queries of mine with great patience and efficiency. April is really responsible and responsive. Much appreciated!

Client of April Lim

Miss Samantha Chan

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs. Maeva's knowledge of finance is impressive, and I trust her guidance completely.

Client of Maeva Huang

Mr Chun Wei

Project Coordinator

I’ve had a really great experience working with my adviser. Kimberly is very professional, knows her products well, and always gives me solid financial advice. What I really appreciate is how she takes care of all my requests quickly and makes things easy for me. From life insurance to travel insurance, she’s been able to provide me with well-rounded support. It’s reassuring to know I can count on her for all my insurance needs.

Client of Kimberly Tan

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

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.