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 Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Ms Nyein Ei

Software Developer

She’s so kind. Friendly and patient. Give the best advice to improve my portfolio and let me make decisions. Even I asked her about other insurance plans, she didn’t do hard selling. That’s what I like about her the most.

Client of Tan Yi Jun

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

Miss Berlin Goh

Piano Teacher at BerlinPianoStudio

Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security

Client of Alan Lim

Ms Lim Hui Min

Creative Director at Freelancer

Great explanation! The information was clear and execution was efficient.

Client of Roger Lim

Ms Rae

Carol has been my trusted insurance advisor since 2010. She is detail oriented and never fail to respond to my request to explore new coverage. She discussed all the pros and cons so I can make an informed decision when it comes to long term commitment in insurance. Looking back, it seems like I’m the one who requested to ink docs rather than her wanting to close the deal on me. She is now our family one and only dedicated insurance advisor and we are pleased to have her for as long as she is still in the industry.

Client of Maeva Huang

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Mr Kantha Rupan

Assurance at Deloitte

I met Eeks through a mutual friend when I first started working and our relationship has since grown into a friendship!

I really value the fact that Eeks respects my space and understands my priorities and goals always. She would always patiently share new opportunities that are good for my own financial goals but never tries to push for something I would not need at this juncture. In fact, Eeks would assist to handpick the right products after understanding my needs, making detailed comparisons across various products in the market, and proposing them to me for my consideration.

Eeks is very trustworthy, prudent in her advice, and more than anything, ever so patient when explaining products. It's why I feel safe trusting her to advice me on my financial planning needs.

Client of Eeks Lim

Mr Cedric Beltrame

Account Director and Manager of Sales at hexagon

Gem helped me define the best investment strategy for my long-term goals, including saving for my kids' education and my own retirement. She also provided guidance on insurance products to complement my investment plan.

Gem's patience is invaluable when navigating the various forms required for investment. She also stays on top of upcoming policy renewals, ensuring I don't miss anything important.

The Singapore market is dynamic, with frequent mergers and acquisitions. Gem's expertise helped me track my investment accounts across different institutions, ensuring they remained aligned with my initial objectives for risk tolerance, timeframes, and portfolio diversification.

If you're looking for a trusted advisor who can guide you through investments and insurance, Gem Huang is the person to go to!

Client of Gem Huang

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

Mr Chen Yanfeng

Executive Director

David Tang has been giving sincere and excellent advice for my family insurance and financial portfolio since 2002. Highly recommend his services to all!!

Client of David Tang

Ms Sun Pei Xian

Leslie is very helpful, he understands my situation and advice what is necessary for me within my budget.

Client of Leslie Teo

Ms Kua Yi Wen

Manager

Linda is very sincere and trustworthy. I feel assured with her as my advisor and agent, who always has my best interest at heart. She patiently takes the time to understand my needs and lifestyle, and recommends only suitable policies that are applicable to me. When I had to make claims, she was very efficient and it made the claim process very smooth and easy for me. I would highly recommend her to anyone who's looking for an advisor to take care of their insurance needs. Thank you Linda!

Client of Linda Quah

Ms Jamie Tan

I am very comfortable working with Derrick as he has always exhibited a high level of professionalism and ethics through the years and I feel assured that my portfolio is in good hands as he's always one step ahead in alerting me of circumstances which I may not have foreseen and that he has my best interests at heart.

Client of Derrick Chee

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Kuah Rui Han

Ms Diana Liu

Secretary at EFL Global

Chalysta is incredibly thoughtful and sweet, making every interaction a delight. Her service is top-notch; she always finds exactly what we need and resolves any issues quickly and professionally. She is also always responsive to my queries.

I particularly appreciate her exceptional service and insightful insurance advice. She has been instrumental in helping us navigate our employee benefit insurance and keyman insurance needs, ensuring that we have the best coverage possible. Her ability to explain complex topics in an understandable way is truly remarkable.

I wholeheartedly recommend her expertise to my friends and family. She truly is a gem in the financial world, and I am grateful for her dedicated support and guidance.

Client of Chalysta Sim

Ms Esther Chia

Banker

Danny helped me to restructure my entire family of 5’s medical coverage in 2021. It was a fairly massive exercise as we had to review all existing policies and at the same time, decide what makes sense going forward. Given that we are not experts in medical insurance coverage, he was patient in guiding us through the technicalities and documentation. In his financial planning for myself and my family, he demonstrated mastery in financial planning and provided sound advice for our consideration. Through his analysis on my retirement planning, I could see what are the gaps I need to plug to achieve the desired retirement plan. Danny is personable and extremely easy to work with. It has been a joyful experience and Danny has made something complex like financial planning so easy to grasp and follow. Thank you!

Client of Danny Lee

Mdm Selvi

Duty Manager at SATS at SATS

I was overwhelmed by the thought of planning for retirement, but Vennisha made the process smooth and straightforward. Her advice on investment strategies and retirement planning was invaluable. Thanks to her, I’m on track to retire earlier than I ever thought possible.

Client of Vennisha S

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

OUR CREDIBILITY JOURNEY

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.