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 Dennis Tay

Marketing General Manager

Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated!

As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of.

Client of Teo Jia Min

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Daphnie

Director, client engagement, APAC

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)

Client of Teo Jia Min

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

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

Dawn Wang

Tynn has always been there for my family and I since 2008 to provide us with numerous financial advices and planning. She is a trustworthy adviser who will always try to draw up the most affordable and complete plan for us so that we can be well covered and protected. She is flexible and will try to accede to our sometimes unreasonable requests within her means. Whenever there are new changes to the policies she will update and advice accordingly, thus we can really depend on her to manage our policies wholeheartedly without any worries. Be it a life insurance, saving plans, investment plans or travel insurance, Tynn will always provide us with the most comprehensive plan within our budget, risk appetite and financial goals. She is extremely helpful and patient in explaining all the financial plans to us especially to my parents who have zero knowledge about the financial jargons. A recent anecdote assured me further that we have a right choice in entrusting all our financial planning to her. My mum was hospitalized with appendicitis and this was the first time we were making a hospitalization claim. I had completely no idea how to go about doing with, especially with all the paper work involved. Immediately, I called Tynn and sought her advice and she went into the details on what I need to do and documents I need to keep. Despite her hectic schedule, she would call me every day for that week to check on my mum’s condition, while at the same time, remind me to keep the necessary important documents required for the claims. Through her advice and help, we managed to claim pre- and post-surgery expenses which we never knew were claimable. Tynn is one noteworthy, impartial and lively financial consultant whom we can trust and I will definitely recommend her to all of my friends and relatives.

Client of Tynn Lim

Ms Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Ms. Lim Pei Hoon

Sales Executive

Superb Duper Very Good Adviser. Been following the progression via my Fb.. Anything happen to me after I post In FB, He will contact me what happened to me. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Mr Delwynn Lee

Accountant

I found Joanna to be the perfect adviser for my financial planning. Knowing her since our university years, I found her to be sincere and passionate in her service delivery. She spared no expense in going through the details and I liked the rigorous approach that Synergy takes regarding wealth planning. Although a finance professional myself, she had helped uncovered blind spots that I didn't realised existed.

If you are in need of an adviser, you wouldn't go wrong with my good old friend here.

Client of Joanna Tan

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

Mr Ruzaini Lee

IT Team Lead at RED Technologies

I have known Garrick since our army days, and one thing that is true, he has a heart of gold. Always willing to do extra for others. I always turn to him to seek advise on matters related to his field, and he will not hesitate to assist. Overall, our journey with him has been avery pleasant one. My family is very thankful with you Garrick!

Client of Garrick Lin

Mr Md Safrin Saptu

Project Executive

Appreciation for Excellent Service.

Dear Ms Amber Chan and Ms Janessa Ong,

We hope this message finds you both well.

We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.

Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.

Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.

Sincerely,

Client of Amber Chan

Ms Cindy Wang

A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈

Client of Siah Zhen Quan

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Mr Kong

Hackwagon Academy

Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)

Client of Vivian Peh

Ms Rachel Teo

Buyer at Watsons

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

Client of Cheryl Huang

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.