Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Learn more

Working together to achieve financial freedom illustration

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.

Lock

Smit Lamnalco

We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.

Client of Chim Keng Hoong

Jacob

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Client of Derrick Chee

Mr Keith Khoo

Senior Executive at NEA

Finally! I found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. It’s clear that Cheryl worked very hard to find the best value for our homeowners insurance, even in spite of the fact we had some unusual circumstances. She was extremely patient and informative. She completed research in a very timely manner. I appreciate also that you used your experience and expertise to help save money on those policies.Thank you!

Client of Cheryl Huang

Sharifah Shahnaz

Jiamin was patient, and her step by step explanation & guidance about investments was good. Now I have a clearer understanding of my direction moving forward.

Client of Teo Jia Min

Ms Cassandra Chew

Account Manager

I truly appreciate having Agnes as my finance advisor at Synergy. She has a warm and reassuring presence that makes every discussion feel comfortable and clear. What stands out most is her ability to consistently present well-thought-out options, never pushing but always guiding with my best interests in mind. She challenges me in a positive way—helping me rethink my decisions and stay focused on what truly matters for my financial priorities. Her advice is not just professional, but thoughtful and empowering, giving me confidence in the choices I make. I’m grateful for her dedication and the genuine care she brings to every conversation.

Client of Agnes Lim

Mr Don Ng

Group Division Director at ERA Realty Network Pte Ltd

I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.

Client of Edmund Wee

Mr Fong

Elden Wong has been working with us for a year now, and I’ve been happy with how things are going. He’s helped me manage my investments, especially in unit trusts and the U.S. stock market, and his advice has been aligned with my goals.

What I appreciate is how easy he is to speak with. He takes the time to explain things clearly and never rushes through anything, which makes it a lot easier for me to understand what I’m investing in.

In just a year, I’ve already seen some growth in my portfolio, and I feel confident knowing my money’s in good hands. I’d definitely recommend Elden to anyone looking for a reliable and down-to-earth financial consultant.

Client of Elden Wong

Mr Jason Khoo

Terminal Operator at Shell Eastern Petroleum

It’s clear that Edward worked very hard to find the best value and suitability for my insurance needs, even in spite of the fact I had some unusual circumstances. He was extremely patient and informative. He also completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been. Thank you!

Client of Edward Shee

Sophia

Admin & Accounts Assistant

Patient, Compassionate, Genuine, Loyal, Perceptive, Trustworthy…. She’s all these & so much more. Always ready with examples in explaining complex issues, Pauline is very meticulous. She takes the time to understand our difficult situations & help us to see the light at the end of the tunnel, often providing very sound professional advice, not just in our financial planning but also life in general. In these 20 years of managing my financial plans, I’ve full confidence that she always does her best & I’m very glad she is also supporting the next generation in my family. Pauline is not just our financial advisor, more so, she is a great friend!

Client of Pauline Lau

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.

Client of Danny Lee

Ms Casey

Events Planning And Marketing

Hund has gone above and beyond to ensure that the suggested policies are best suited to address my concerns and financial capabilities, providing essential advice and clear strategies without pushing boundaries. He goes the extra mile by providing me with different options and explaining the contents of various policies available, breaking them down into easily digestible information that allows for easy understanding. Hund is also readily available to address any queries that I may have in regards to my insurance and investment plans. I would highly recommend him if you are looking for an accommodating advisor with clear insurance and risk management strategies in mind to assist you in your financial goals.

Client of Hund Wong

Mr Haroy

I would like to express my heartfelt gratitude for the exceptional care and support Yvette have provided to both my wife and me. Yvette has been an incredible help in managing our policies, always going above and beyond to ensure everything is in order. Her professionalism and attention to detail have brought us peace of mind.

On a personal note, I deeply appreciate how thoughtful she was in taking the time to visit my wife after treatment with the gifts you brought —truly a reflection of the care and compassion you consistently show. Her kindness has made a world of difference in her recovery, and we are both truly grateful for your unwavering support.

It's rare to find someone who truly cares about their clients' long-term well-being, and we are lucky to have had Yvette by our side through it all. Thank you for her continued care and exceptional service.

Client of Yvette Yap

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.

Client of Tan Jun Qi

Ms Shirlene Phua

I have known Linda for many years. She is sincere, attentive, knowledgeable and caring. She listens patiently and render her professional advice to me whenever I have queries or issues with my policies. She is someone whom I would definitely strongly recommend to my friends as she is a knowledgeable adviser who puts heart into her work and understands the clients from their point of view. Thank you, Linda!

Client of Linda Quah

Pei Jin

I had a fantastic experience consulting with Adeline to find the right insurance plan. She guided me step-by-step through the entire process, explaining every single detail with incredible patience and always taking the time to answer all my enquiries. Her advice was thorough and comprehensive, making complex choices feel simple and manageable. I would definitely reach out to her again in the future, and I highly recommend her to anyone looking for an adviser who truly takes the time to care for your needs! 🤩

Client of Adeline Low

Jun Nan (ex Andrew Lee Unit)

Customer Experience Management Lead at NTUC Income

I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.

Client of Andrew Lee

Mr William Tan

Senior Manager at Triangle Auto Pte Ltd

Derrick is attentive, resourceful, helpful who always try his bests to provide personalized service!!

Client of Derrick Chee

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Ms Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Mr Marion Frayna

Marketing Associate at Secretlab

Nova is an incredibly hardworking, meticulous, and sincere person, and it reflects in her work as my Relationship Manager. Prior to meeting her, I was completely unaware of the potential my finances had in terms of future-proofing myself, and just kept using my money irresponsibly. Nova has since given me more confidence to live out my lifestyle and look forward to the future without having to constantly look over my shoulder.

Today I am working towards completing my BTO with my wife, alongside setting aside finances to invest for the distant future. All this is thanks to Nova’s constant guidance and transparency. I would not have been able to do this without her help, so for that I am grateful.