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.

Ms Yeap Yoon Ting

Technologist at Suez Water Technologies and Solutions, Singapore

I have known about Andy through one of my Friend. He is trustworthy and understood my financial needs and recommended me according to what I looked for it. He took time to understand my needs and provided me several options and advices in arranging my hospitalisation plan.

Client of Andy Seo

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

Ms Geraldine Chia

Specialist at Schroders

Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.

Client of Kuah Rui Han

Ms Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

Client of William Seah

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Ms Nordianawati Nasali

Ms Vivian Peh is an approachable person with a bubbly, patient, trustworthy and honest attitude. These traits are very important to me as otherwise, it would be very difficult to entrust any agreements. When unsure, she would tell me upfront, find out and revert. She does not have the big turn-off pushy behaviour which advisors tend to have. Rather, she listens intently, questions for better understanding and respects my decision. Hope she retains these wonderful characters so that I can continue to depend on her when any insurance related needs arise for me and my family.

Thank you.

Note: I did not indicate my designation and company as the testimony is based on my personal experience with Ms Vivian Peh as a personal insurance advisor. Thank you.

Client of Vivian Peh

Mr Jay Ho

Adminstrative Assistant at Yishun Health Campus

Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!

Client of Derrick Chee

Mr Benson Lee

Project Specialist at Vortex Corporate Management Pte Ltd

I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.

What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee

Client of Eva Tan

Ms Smarika Chaturvedi

Senior Hr Professional at IAS- An IBM Company

I know Chadrika for more than 5 years now, she is thorough professional and great person to work with. I know her both at personal and at professional level. She has a zeal and instinct which very less people has for their profession. She is a go getter and with very high professionalism. Look forward for a long term association with her.

Client of Chandrika

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.

Client of Ewald Teo

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Ms Sandy

Self-employed

I want to thanks Olivia as my insurance agent. She is very professional and knowledge on the product she represented. She try to understanding me what I need, listens carefully to customers and able meet customers need. She give me a lot of advise and more information my medical insurance and accident policy matters. The most important She care provides timely, keep update and assistance to my requirement. I strongly recommend Olivia to everyone.

Client of Olivia Loo

Ronald Lim (ex Andrew Lee Unit)

Business Development Manager at Tokio Marine

Synergy was my first stepping stone for my career in the Financial Services industry.

Having guidance from Andrew and his pioneer batch of Advisors was one of my greatest take away from my stint with Synergy and it had been a great pleasure working with them.

As team players, Andrew and his team had never held back on sharing their experiences and knowledge with all of us.

Thank you for the wonderful years, and many greater years of friendship together. Cheers!

Client of Andrew Lee

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

Ms Jennie Poh

Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right. I placed my trust in Elden to manage my retirement funds prudently.

Client of Elden Wong

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Jeffrey Wee

Business Development Manager

Having known Serene for close to 10 years, she has been a diligent and focused adviser.

Prompt and serious in her work, she is always doing her best to be updated with the latest product offerings in the market and economic happenings.

Always energetic and going over and beyond, i recommend Serene to anyone seeking a knowledgeable , prompt and reliable adviser.

Client of Serene Seah

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Mr Benson Lim

Driver at Stripes Premier

Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.

Client of Eva Tan

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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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

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I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee