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 Chloe

Senior Marketing Manager at ERA

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Elden's ability to effortlessly explain various solutions and promptly address all my inquiries showcased his proficiency and deep industry knowledge. He consistently clarified any concerns I had, putting my mind at ease.

Working with Elden was a pleasant experience as he not only understood my requirements but also devised a customised plan to meet them effectively.

Client of Elden Wong

Mr Edmond

Consultant

A good financial advisor can add tons of value to your financial well-being and can enhance your quality of life. Rui Han simply denotes someone who is qualified to help you, and whose personality gives you the confidence to follow his advice. It is definitely worth having a conversation with him, for he has my best interest in mind beyond his, exude genuine concerns and trust to go a long way. The bottom-line, as an important aspect of a healthy client-advisor relationship, Rui Han is honest and naturally has open communication with me, that goes mutually at the end of the day ! Thanks again Rui Han, u rock !

Client of Kuah Rui Han

Ms Cheong Pui Fern

Teacher at Ministry of Education

Lizhen is my trusted financial advisor when it comes to insurance matters. She is helpful and sincere in her approach when interacting with her clients. She listens to her client's needs and provide sound advice and guidance that is comforting and assuring to her clients. I'm very thankful that she is always there for me, providing her listening ear to me when I have doubts about my future plans. She clears whatever doubts I have and I feel at ease each time I share my concerns with her.

Client of Khoo Li Zhen

Ms Lam Chieh Ling

Home maker at Not applicable

I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.

Client of Nicolette Gnoh

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 Muhd Nashruddin

M&e Manager at Ssangyong Engineering & Construction Co. Ltd.

Eeks is a warm, dedicated and knowledgeable financial advisor who is able to understand the needs of me and my family very well. She would listen and provide her honest opinions, ensuring that I have the relevant coverage for both my current and future plans. She is also able to recommend policies that are value for money, without compromising the comprehensiveness which I find very helpful especially for young families. She is always ready to answer any doubts that I have and able to process promptly and efficiently for any claims. Extremely thankful and grateful for all the work she has done for me and my family. A highly recommended financial advisor. Thank you Eeks!

Client of Eeks Lim

Ms Yvonne Chew

Homemaker

I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!

Client of Tan Jun Qi

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Ming Loh

Upholding high integrity and transparency, Suet has been a great FA that I go to. Being very detail-oriented and practises active listening, she offers the best advice, and customises the complex financial products to suit my family needs. I never have to buy all the extra coverage. Her genuine care and commitment are invaluable and she is not just a financial advisor but has become a trusted family friend, reviewing my policies to meet the different stages of life. Thank you, Suet.

Client of Yeo Suet Yeong

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Ms Grace

HR Manager

I am delighted to share my exceptional experience working with Yvette as our employee benefits manager.

After putting in much effort in comparing across various insurers, Yvette has been instrumental in transforming our employee benefits program into one that is both comprehensive and fits into our desired budget.

One of the key strengths of Yvette is her ability to communicate complex benefits information in a clear and accessible manner. This has greatly improved our employees' understanding and utilization of the benefits available to them. The clarity and transparency Yvette provides have fostered greater satisfaction and engagement among our staff.

Client of Yvette Yap

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Ms Janet Renee siow

Met Li zhen for the first time today. Wasn't expecting the meeting to last more then half an hour but end up spending a couple of hours listening n learning a few things from her. What an impressive lady. I am so blown away by her knowledge n honesty. She took me thru the entire process of how I should manage my finance n my Will. I hv never met a person as intelligent as her. If u heard of man of all trade n master of non. U can be sure, I found her. She is a walking encyclopedia, Lizhen, you are absolutely amazing.. I wish u the best in you career, your company is very lucky to hv you on their team.

Client of Khoo Li Zhen

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Mr. Marque Lai

Customer Experience Manager

I have known Tynn way back, even before she has made it so successfully in her career. One thing about Tynn is that she CARES about her clients and treats them with sincerity. I had a few agents/advisors before her and slowly she became the one that I go to everytime.

She is ever dependable and always ready to answer your questions. Her knowledge of insurance, the process on claims and payout, documents required are impeccable. You can ask her almost anything and she is able to answer with great confidence and will even sometimes text you in the middle of the night to affirm her answer to you. Her response speed is superb and would go the extra mile for her clients to ensure that their needs are answered to. Sometimes I even wonder whether she sleeps because of the efficiency she demonstrates.

There is no other people I would recommend to my friends and colleagues if they ever require any financial advisor, because of her attitude and professionalism. She appreciates the word of referral and tries her very best in her role, for she knows she also carries the reputation of her referrer. That’s what makes me trust her so much and believe that she is always on the lookout for my best interest.

I hope Tynn continues to shine and spread her wings to scale greater heights and if you ever need an advisor that is dependable, trustworthy and professional, Tynn Lim is the person you are looking for. Go Tynn!

Marque Lai A very tenured and still the extremely satisfied client

Client of Tynn Lim

Ms Chris

My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!

Client of Joanna Tan

Zu En And Zheng Yuan

We are very thankful to have been introduced to Adeline! Adeline was able to provide us great insights and recommendations on policies that were best suited to our needs and well within our means. Throughout the process, she has been very patient and professional in addressing all of our concerns and queries. Would definitely recommend Adeline to our friends and families!

Client of Adeline Low

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!