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.

Jerome Chan

Fire & Rescue Specialist

Having known Hund for quite awhile. He is a conscientious and thoughtful person. Knowing my financial background, he make extra effort to explain the contents of the product. It enables me to make sound decision with my investment. He has consistently call to check and offer solution to my financial needs from time to time. Thanks.

Client of Hund Wong

Mr Khalid Rashid

Aspiring Logistics Coordinator

Jack has been my trusted advisor since my NSF days, guiding me through my financial journey with care and expertise. During a tough time when I faced emergency surgery, Jack’s support and assurance eased my worries about medical bills.

He went above and beyond, ensuring my claims were handled smoothly. His unmatched dedication, even in challenging moments, makes him truly exceptional.

Client of Jack Chan

Miss Chevonne

Food technologist at Inspire healthcare

Jennifer has been a reliable advisor. Her vast experience in the industry allows her to provide insightful advice tailored to my needs and goals. She is farsighted and thorough in guiding me on how to manage my finances, especially for big-ticket items. The policies she recommends are carefully considered and explained in detail to me. Most importantly, as a young working adult, I feel safe and confident investing and entrusting my finances with her. Thank you for your service.

Client of Jennifer Kee

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Dr Yuanto Kusnadi

Assistant Professor at SMU

Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.

Client of Sherry Choong

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Mr Justin Chew

Therapy Assistant at Adventist Nursing & Rehabilitation Centre

I am very pleased to have Yvette as my Service Advisor. When I first met Yvette, she patiently explained to me on coverage for Activities Of Daily Living and she also ensures I am sufficiently covered for my insurance coverage.

Client of Yvette Yap

Mr Hansel

Analyst

April has a great understanding of products and people. While insurance/financial planning is a daunting endeavour for many, my experience with planning alongside April was fuss-free and enjoyable. April provides the most direct solutions to address the needs of the average Singaporean. I would highly recommend speaking to her directly if you have been procrastinating on your own financial/insurance planning!

Client of April Lim

Ms Soonghay Wong

I had a wonderful experience working with Nicola. She is highly knowledgeable, incredibly patient, and genuinely has her clients’ best interests at heart. I changed my mind a few times throughout the process, and she was understanding and supportive every step of the way. When I had to withdraw from a package at the last minute due to personal reasons, she gave me the space I needed and continued to offer thoughtful guidance without any pressure. Her professionalism, expertise, and genuine care made the entire experience very reassuring. I trust her completely and would highly recommend her to anyone looking for a dedicated and trustworthy financial advisor.

Client of Nicola Lai

Mr Huang zhiqiang

Machine programer at Meisterform

Great experience with elden,explains policies very clearly and easy to understand. Also does a detailed insurance analysis with me . Highly recommended advisor with exceptional customer service and dedication to his role.

Client of Elden Wong

Ms Winifred Tan

Admin

Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.

Client of Eva Tan

Mr Z

Engineer

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

Client of Aaron Chua

Gideon Chew

My experience with Samuel in the past 6 years of interaction and business dealings has been very positive. He has demonstrated responsibility by getting things get done on time and not leaving out details. His reliability and responsiveness goes beyond the basic effort put in – from late nights on weekdays to weekends. He is definitely committed in ensuring his clients’ requests are met. One of the key attributes that I appreciate about Samuel is the accuracy in his proposals. They are always relevant to my situation and he will take extra care to understand my requirements before making a suggestion. This comes with the years of knowledge and understanding of the market and what it has to offer. I would highly recommend Samuel!

Client of Samuel See

Mdm Lin Sok Huang

Bus Attendant at Silveray Pte Ltd

Having a good finanical planning is important but having a good financial advisor is equally important. Angeline is a responsible, reliable, organised and knowledgeable FA who would go the extra mile to serve her clients. Her product and administrative knowledge are of quality standard as she is always able to give an answer to my queries. At times I would ask the same questions (e.g. when is my premium due?) and yet she would attend to all my queries patiently and promptly. With an excellent attitude, product knowledge and skills, Angeline is a valuable asset to Synergy. My family and I are blessed to have a trustworthy FA like Angeline.

Client of Angeline Ng

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Ms Christabel Tricia Lim Huishan

Student Care Executive at ICON Plus

Trustworthy & responsible. Answers questions with all earnesty. Never fails to respond to my queries and helps with my claims by following up every step of the way. I'm glad to have transferred my policies over to Tiac Pin. Gives me a peace of mind to know that i'm well taken care of. Thank you!

Client of Ng Tiac Pin

Mr Ryan Lee

Management Associate at Air Liquide

Jack’s dedication to my financial well-being was evident from day one. When I considered canceling a policy, he carefully analyzed the details and helped me recover returns I would have lost. Despite my unstable income at the time, Jack never pressured me into buying anything—he simply offered guidance, patience, and genuine support.

His integrity and expertise have given my family and me confidence in our financial future. I recommend him to anyone seeking a trustworthy advisor.

Client of Jack Chan

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.