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.

Ms Karen Sim

Property Officer at EM Services Pte Ltd

Junqi is a consultant that knows what she is doing and only recommend what’s good for her client. She addresses my enquires on various policies professionally. Will definitely recommend her to friends.

Client of Tan Jun Qi

Mr Ting Wei Yuan

Police Officer

Have known Kok Lun for about 3 years now. He had been very clear in explaining the policies to me prior to any policy sign ups. He would also always send articles/news in regards to plans on a regular basis to keep me updated on the current trends. When asked about my existing plans, he would always patiently explain to me.

Client of Tan Kok Lun

Ms Maureen

Nurse

Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!

Client of Teo Jia Min

Ms Kris Lim

Sales And Supply Support Manager at IKANO Pte Ltd

Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years.

Client of Garrick Lin

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Mr David Ng

Ehs Manager

He is one of our most reliable and friendly financial advisor that I had ever met. He is someone I can count on.

Client of Derrick Chee

Ms Hui Cheng

Finance Manager

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Client of Tynn Lim

Ms Angela Lok

Head, Business Development - Women’s Network at SPH Magazines Pte Ltd

I’ve always felt in good hands with derrick handling my investments. Never needed to bother deep into details as he will always recommend the best for me. And will alert me if he feels my funds are not performing. Also he’s ever ready to answer any queries I have, even if he doesn’t have the answer in hand, he will make sure he’ll check and get back to me. It’s impeccable service!

Client of Derrick Chee

Mr Yuen Heng Seng

Retiree - Ex Senior Manager at A MNC Oil Comoany

I know Pauline as my finance advise for three years. She is very professional and knowledgeable on the products she represented. She listens carefully to the customers and able to tailor to customers' needs. Most importantly she is customer friendly, carefully follows up on the progress of the policies under her care and provides timely update and assistance to my requirements. She is particularly knowledgeable on medical insurance matters. I benefited a lots from her professional assistance in a surgical operations last year.

Client of Pauline Lau

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

Mr Wei Jian

More than a close friend of my wife, Gem never ceases to impress us with her professionalism and passion for her work. More than recommending the most value for money policy for our entire family, she genuinely cares for the well-being of my family when there are claim cases and when it cames to claiming, she advises promptly and accurately. We highly recommend her to all our family and friends! Thank you Gem!!!

Client of Gem Huang

Mr Kim Yong

Business Analyst

Genuine, detail-oriented, and patience to explain policies details clearly. I like her way of keeping that connection with her clients, constantly checking-in how’s their well-being, and recommending policies that suits their needs. Not pushy at all and accommodating as well.

Client of Adeline Low

Mr Pua Tong Beng

Chemist

Ida is an outstanding agent who comprehensively understands my needs as a client. Prior to suggesting any policies, she meticulously evaluates my financial status without rushing recommendations. I highly endorse her services.

Client of Ida Ahmad

Ms Deepthi

Director, Bank Operations

I was introduced to Derrick about 5 years ago and since then i have been impressed with his level of committment and attention to detail in following up on appointments, changes to policies or a general update. Hes friendly, approachable and I have enjoyed interacting with him. I have spoken to other agents in the past but not found them to be as helpful as Derrick. Thank you for all your help over the last few years

Client of Derrick Chee

Mr Lok

Teacher

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Client of Grace Lee

Lynda Lok

Marketing Manager

Janet is a person that truly walks the talk. Without fail, over the years, all my policies have been bought from her , regardless which company she is with. I support her because she not only is there for me, when I need to make claims get advice. A total Professional!

Client of Janet Lee

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Ms Catherine Chua

Document Controller

Please meet Cheryl, my financial adviser. I got to know her through my friend. Cheryl is really different from the previous agents that I have met. She is not only attentive and she understands what I want and she is also very patient to clearly let me understand my current portfolio. I am very sure you will not regret meeting her.

Client of Cheryl Huang

Woon Chin Khuan

Mark Ho is a great person with great character. He is very trustworthy and provides excellent service. Mark took the time to analyze my current insurance policies and was able to make some excellent recommendations. He is very mindful of customer satisfaction and he has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend Mark to anyone without hesitation or reservation.

Client of Mark Ho

Ms Daryl Fawn K

Executive

I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.

There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.

Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.