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.

Mr Elvis Tan

Rcac Asst Engineer at Daikin Airconditioning (Singapore) Pte Ltd

Garrick has been my sole advisor for the past 6 to 7 years. Whenever i have questions about insurance, the 1st person that comes to my mind is him. Whenever someone in needs of insurance advices, i will always refer to Garrick. He is very informative about what is needed for our needs. Keep up the great work.

Client of Garrick Lin

Mr Gh

Sales Agent

Aaron is very nice warm hearted passionate in his job presenting and answering all my question patiently. Making sure I understand the various products which he shared before making a decision on which is the best plan for me and my wife. I clearly understood everything Aaron shared and Im very grateful for his impeccable service and knowledge! Thank you Aaron! :)

Client of Aaron Chua

Mrs Jane Wang Yuxia

Hairdresser at Ustyle

Good

Client of Ng Tiac Pin

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

Ms C

Sales And Marketing Executive

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.

Client of Grace Wong

Mr Vincent Shanmugam

Teacher

Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.

Client of Roger Lim

Mr Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Ms LOH Ai Ling

Sales Executive

I recently started working with Marvin as my financial advisor. He was patient, explained my options clearly, and helped me to get what I want for 2025. His supportive approach made the process easy to understand and gave me confidence to count on him in my financial matters.

Client of Marvin Lai

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Mr Kenneth Wan

Senior Scientist at Samsung Biologics

Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.

Client of Ewald Teo

Mr Z

Engineer

Aaron is clear and concise in his explanation. He also elaborates and answers the relevant questions to the point. Overall he is a straightforward person who can be trusted for advice.

Client of Aaron Chua

Mr Jeremy Sng

Project Manager

I have known Rayers for over 10 years and he has always been a supportive friend in many ways.

As an advisor, he has given me many great advise and taught me alot. His insights and foresight for investment has broadened my horizon and a great help in my portfolio.

Client of Rayers Sia

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms Julie Foo Lee Kin

Homemaker

Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!

Client of Derrick Chee

Ms Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Mr Simon Eey

Director at Eey-Xpress

Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand.

I would highly recommend him to anyone looking for an adviser!

Client of Ting Chaur Fon

Mr Lim Shen Leng

Restauranteur at Meta

Great agent in all aspects of his trade and always goes the extra mile to cater any inquiries.

Client of Derrick Chee

Ms Satomi

Derrick helped me a lot when my daughter got injured. He gave me the best advise quickly regardless of the time. He is very reliable. I’m very happy with his service and support.

Client of Derrick Chee

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Ms Sarah

April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.