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 Lee Jun Jie

Financial Consultant at Aviva

A very good and understanding Boss. Always will go extra miles to help people. Has known him for 3 years and are still keeping in contact. From my boss to my friend now.

Client of David Tang

Mr Azrul

Cabin Crew at Singapore Airlines

Clive is very friendly and approachable without being overbearing. He provided a very clear outlay of my finances and gave suggestions to better them.

Client of Clive Lim

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 Chong

Retail supervisor at Takashimaya Singapore Ltd

I’ll like to express my sincere gratitude to Magdeline for her exceptional services as my financial adviser. She went beyond my expectations providing me with detailed information about the insurance plans that best suited my needs. Her passion and professionalism were evident throughout our interactions, and I wholeheartedly recommend her to my friends and colleagues.

Client of Magdeline Son

Mr Tan Ke Han

Designer

Was interested to look for an avenue that provides higher returns given the lower interest rate environment, hence I decide to call up Shawn to advise on possible options. He recommended the path of investments, and also patiently explain why this is a possible route for higher returns albeit the risk involved. Shawn fully understood my need for liquidity given my current commitments, hence he planned a proposal which allows access to my monies should I ever need it. For that I am thankful for his move of prioritizing my concern. I implore everyone to look for Shawn should you wish to know how to grow their wealth in a sustainable manner.

Client of Shawn Koh

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Mr Chong Zhi Yao

Head of supply planning and operations at ExxonMobil Corporation

Weiqi has been more than just an army buddy – he has become my trusted advisor for all my financial needs. His prompt and professional service, combined with his ability to provide clear and valuable advice, has been truly exceptional. Over the years, he has consistently supported me, not only in securing the best insurance coverage for my family and me but also in helping me stay on track with my health and fitness goals as a reliable gym and nutrition partner. I have complete confidence in Weiqi’s expertise and will continue to rely on him for my family’s financial and insurance needs.

Client of Ong Wei Qi

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

Edward Park

NTU

I’ve been working with Keef for over three years, and he’s been a fantastic financial advisor—patient, knowledgeable, and enthusiastic. As a foreigner in Singapore with a more complex financial situation, I truly appreciate how he takes the time to study my needs and find solutions. He’s always approachable and never pushy, respecting my plans while offering thoughtful guidance to help me achieve my financial goals. Beyond that, our conversations often go beyond finances, and he’s become more like a friend. I highly recommend him to anyone looking for trustworthy and personalized financial advice.

Client of Keef Lim

Mdm Mani

Admin Executive

Ms Jia Min is a very helpful & supportive consultant. She’s a pleasant person who explains on all our queries with accuracy and patience. She regularly keeps us posted of the changes happening in the financial industry. A complete package of talent with sincerity rare to find, truly an asset to the organisation.

Client of Teo Jia Min

Mr Brandon

Self Employed

"I've had the pleasure of working with Alex as my financial advisor for over a decade, and I can't speak highly enough of him. Alex is not just a financial advisor; he's a caring and dedicated professional who consistently goes above and beyond to ensure that my financial needs are met.

One of the things that sets Alex apart is his willingness to go the extra mile when it comes to following up on claims and ensuring that everything is taken care of promptly and efficiently. But what truly sets him apart is his genuine concern for his clients' well-being. Alex doesn't just focus on the financial aspect; he takes the time to check in on me personally, offering assistance and support whenever needed.

Recently, my mother enlisted Alex's services to help with her will, and the experience was nothing short of exceptional. Despite the complexity of the process, Alex approached it with the utmost professionalism and patience. He took the time to explain everything clearly to my mother, ensuring that she fully understood the process every step of the way.

Alex's dedication to his clients and his passion for what he does are truly commendable. I have complete confidence in his abilities, and I wouldn't hesitate to recommend him to anyone in need of financial advice or estate planning services. Thank you, Alex, for your unwavering support and commitment over the years."

Client of Alex Yee

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!

Client of Eeks Lim

Ms Rosalind Koh

Digital Marketing Manager

I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.

In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

Client of Grace Wong

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Mr Julian

Researcher

Alfred is very knowledgable about the financial products and has helped me tremendously with my financial planning. He is a friendly and meticulous agent who will go all out for his clients.

Client of Alfred Seng

Mr Srinivasan

Engineer

Alfred has been very responsive and helpful to answer any queries. He is very patient and willing to answer all the question in details and gives you the right solution. Attends to you even at odd timing when needed. I can rely on him for financial and Insurance related matters. I always received excellent service from him. Thank you for providing great service Alfred!

Client of Alfred Seng

Mr Jia Sheng

No hard selling! Patience and meticulous. she was willing to go the extra miles to find the best product that suits your requirement.

Client of Vivian Peh

Mr Xavier Tan

General Sales Manager at Hock Tong Huat Pte Ltd

I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.

Client of Soon Pei Chi

Ms Leong

Retiree

Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.

I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.

I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.

Client of Aaron Chua

Ms Diane Tan Si Qi

Danny is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and painless. Danny is very knowledgeable in his profession and is a pleasure to work with as well. I will definitely recommend my friends to him. Thank you for your service and keep up the good work.