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.

Mr Srinivasan

Engineer

Alfred has been very responsive and helpful to answer any queries. He is very patient and willing to answer all the question in details and gives you the right solution. Attends to you even at odd timing when needed. I can rely on him for financial and Insurance related matters. I always received excellent service from him. Thank you for providing great service Alfred!

Client of Alfred Seng

Joy Ee

Angeline has been a great help to my family on several occasions. She will always go the extra mile to help us, address our queries or advise us with integrity. She is always humble, never pushy, and has offered many kind words when our son was hospitalised. Thank you, Angeline, for being wonderful.

Client of Angeline Ng

Ms Annie Goh

Engineer at ADI

Pauline has helped me in holistic financial planning for the last ten years. She has provided advice for medical protection, education planning, inventment for better retirement lifestyle. With her taking care of my financial goals, I have a piece of mind to focus on my career and taking care of my family. Thanks,

Client of Pauline Lau

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

Cleve Wong (ex Andrew Lee Unit)

Client Management at Aviva Ltd

I first joined the financial services sector in Jan 2010 - it was with Synergy. Being totally new in the industry, I required plenty of guidance and training. Andrew has been providing strong support since day one without fail. He is extremely giving when it comes to sharing knowledge and important concepts, and you can tell this is because he a firm believer of the work that he is doing. Many times, I would be inspired by his driven work attitude, and that kind of motivation was exactly what I needed as a new advisor. In addition, Synergy is such a dynamic platform. They have focus groups comprising of highly experienced individuals providing the best resources to us. Processes are constantly and routinely being improved and streamlined to improve the effectiveness of its goals towards its customers, and the efficiency of its advisors. Many times, I had thought to myself that Synergy is the right company for me simply because it is always on the leading edge - always improving and evolving. The knowledge and work attitude I have learned from Synergy and Andrew have proven deeply valuable to me in this industry. I am certain that Synergy will continue to grow and prosper. Cheers to Andrew - to continued good health and success!

Client of Andrew Lee

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Ms Adeline Kin

Analyst at JP Morgan

Derrick is the friendliest guy I knew.... He is always very prompt with my enquires and get back to me as soon as he could. He is very knowledgeable and efficient when explaining policy and details to me. My always reliable agent and friend for the last 15 years.

Client of Derrick Chee

Miss Thenmoli

Paramedic at SCDF

Eugene is an extremely competent financial adviser. As someone who has limited financial knowledge, he has helped me understand the importance of financial planning. He wasn't pushy and was very understanding about my financial situation and planned with my needs in mind. Definitely recommended!

Client of Eugene Kuan

Miss Sook Chin

Finance

我很感恩你的真心以及帮助。你的工作以真心处事，真的是一份很有意义的工作。我希望你能在工作的同时能够帮助更多的人。继续加油也希望你能积更多的福报。

Client of Linda Quah

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

Mr Benjamin Ong

DIS Military Officer at Singapore Armed Forces

Jack stands out as a financial advisor who truly listens and understands my goals. Unlike others, he wasn’t pushy and continued adding value even when I was hesitant. Over time, his growing expertise and tailored advice impressed me.

Jack's ability to align strategies with my ideas, adapt to market changes, and provide clear insights has built my trust and confidence in him as a genuine wealth advisor.

Client of Jack Chan

Ms Felicia Ee

Graphic Designer at Olympia Diary (S) Pte Ltd

Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!

Client of Derrick Chee

Mr Kenneth

Manager at JTP PTE LTD

A dedicated and well knowledged financial adviser. Eric's step by step financial & health planning which was easy to understand and definitely meet your needs and wants. Not to forget a generous and easy going person who was my financial adviser to friend now!

Client of Eric Lim

Ms Lim Kai Ning

People Experience Lead at Unilever

The advisory service that Rui Han provides is a notch above the rest. He explained every policy in detail to me, right down to the technicalities. It's great to meet an agent who knows his products well and is able to recommend me something suitable for my current needs. Thanks for your patience, as well as sincerity in wanting the best for your clients :)

Client of Kuah Rui Han

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Mr Daryl Huang

Manager

Dedicated, knowledgeable, responsive and trustworthy; these are the essential qualities for an exceptional advisor in the financial services and Jaricson exemplifies these through and through. I have even recommended his services to my significant other and have no qualms about his ability to deliver.

Client of Jaricson Chan

Ms Kimberly Ang

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

Client of April Lim

Mr Daniel

Pauline is reliable and always ready to extend help and advice when we need. Thank you for your unwavering support throughout these years!

Client of Pauline Lau

Mr Song Wei Liang

Commercial Coordinator at Airline

Met JM through a mutual friend and was super happy to have gotten my first insurance plans from her! Being fresh out of university, I met a few other financial advisors prior but was unable to settle on a particular plan as there was a lot to take in with so much information to dissect! She was able to slowly explain to me and ensured that I understood what my concerns were before signing up for any plans. Something admirable about her is that she is very real and which is something hard to find with some financial advisors these days!

JM was clear and provided me with the necessary information that suited my needs! She is extremely professional and approachable to her clients and I would definitely recommend her if you need help with purchasing insurance or any sort of financial advise!