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 Sia Hiong Hoon

Commodity Manager

As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!

Client of Angeline Ng

ms Jaslyn Tan

sales admin

I introduced to Wei Qi by mother he’s a very friendly and patient person who explain the details bit by bit thank you

Client of Ong Wei Qi

Mr Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!

Client of Tan Yi Jun

Andreas Eggert

Teacher

I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.

What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.

He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.

Client of William Seah

Mr Ng Chee Wee

Project manager at Builder 265

Ewald is helpful and patient. He is also very resourceful. He summarised all my existing policies and helped me with my estate planning. I am very happy with what he planned for me.

Client of Ewald Teo

Tan Xiao Wei

Grace is dedicated, and always commited to finding the best insurance solutions for me. Through the years, she always goes above and beyond, providing personalized guidance, and ensuring I have the coverage I need as I progress through different stages of my life. Besides, despite having built a good rapport over the years, she still takes the time to thoroughly explain coverage options and answer all my questions.

Grace is definitely a reliable advocate, guiding me through the claims process efficiently and ensuring a prompt resolution all these while. This level of support and dedication I have been receiving from her exceeded my expectations and solidified my trust in her expertise!

Client of Grace Lee

Mr Alvin

Customer Service

I feel completely comfortable with Jarius since he is not aggressive and does not encourage you into purchasing things you do not require. I believe he actually concerns about the clients' well-being. Usually I don't have much time to analyse insurance and investments, but Jarius has always taken the time to guide me and tell me of my alternatives so that I can make an informed judgement. I also appreciate that he went the extra mile to provide value added service and his great after-sales service.

Client of Jarius Kan

Mdm Pam

I engaged Elden when my investment portfolio was underperforming and losing value. Since taking over, he has not only turned things around but also delivered consistent gains with a clear strategy.

What I appreciate most is his patience and calm approach — never rushing decisions, always explaining market movements and options in a way that’s easy to understand. His deep knowledge of market trends and long-term strategy has given me confidence and peace of mind.

If you’re looking for someone who genuinely cares about your financial goals and knows how to navigate uncertainty, I highly recommend Elden.

Client of Elden Wong

Mr Teo Wei Pin

Grassroots Leader at People’s Association Youth Movement

Jack is not your typical financial consultant. He uses a data-driven approach to insurance, providing clear comparisons to help make informed decisions. His extensive knowledge of investments, paired with monthly updates, ensures I stay ahead of market trends.

Beyond his expertise, Jack’s ability to empathize and adapt to my evolving needs makes him a trusted partner in navigating life’s financial challenges.

Client of Jack Chan

Ms Yvonne Chew

Homemaker

I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!

Client of Tan Jun Qi

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Ms E

Tpc Analyst

I was the one who approached Rui Han for a consult around 2016. Back then, I described to him a policy that i purchased which he sensed that something was off based on my understanding and what i expected of it versus what it really is, and he was genuinely concerned. I did not have any idea about what I was getting myself into and trusted the agent that i got the policy from regarding the supposed returns I could get after 10 years.

Turns out that the returns projected is not realistic based on actual facts after Rui Han vetted the plan with me. The opportunity cost would have been thousands of dollars had i continued investing in it. I still remember how he suggested to give the agent some benefit of doubt to clear up any miscommunication, but the agent did not reply and simple dissappeared. He then accompanied me to down to the financial institution to sort this issue out

Ever since then, I know I could rely and trust in Rui Han. He is no doubt very sincere and sales is not his priority. He ensures my family and I have what we need in place. Unlike many other consultants, he does not constantly push for his clients to get additional products that they do not require.

Rui Han is also one who will be there at times of emergencies. He is the first person I always reach out to whenever I meet issues while travelling or that one time I got hospitalised. He replies immediately and provides much needed assurance to the issues I encounter.

Thanks so much for the help and advice over the past few years, buddy! ☺️

Client of Kuah Rui Han

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Mr Wu Hongzhou

Risk Analyst

I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority.

Kudos to him and highly recommend him to anyone who needs help in financial planning!

Client of Kuah Rui Han

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 A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Ms Tan Rong Hui Dora

Designer at Pearly Gates Designs

Our family has been blessed to be in Shawn's care since 2020. Shawn is a shining example of a lifelong financial advisor. We admire his down-to-earth qualities and naturally, he has become a family friend.

Well versed with various insurance, investments, etc, Shawn tailor-made holistic financial plans and proposals according to our needs and goals. Besides being meticulous and organized, he provides clarity by patiently breaking down and explaining complex financial information in a concise manner that is easy for us to understand.

Shawn is continuously growing his financial knowledge, insights and expertise. If there is something he is unsure of, he is honest about it and takes the effort to find out more.

His detailed evaluations and client-centric approach equipped us with a comprehensive overview of our financial health and direction, enabling us to feel safe and confident in our decision-making.

Shawn is helpful, thoughtful, trustworthy and humble. He is always receptive to our queries, even when it doesn't benefit him directly. He demonstrates his reliability, genuine care and support for our family in many ways which we appreciate.

Client of Shawn Koh

Mr Benson Lim

Driver at Stripes Premier

Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.

Client of Eva Tan

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.