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 Tan Siew Hoon (Yvonne)

Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd

I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.

In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.

Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.

I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.

Client of Evon Chen

Mr Muhd Nashruddin

M&e Manager at Ssangyong Engineering & Construction Co. Ltd.

Eeks is a warm, dedicated and knowledgeable financial advisor who is able to understand the needs of me and my family very well. She would listen and provide her honest opinions, ensuring that I have the relevant coverage for both my current and future plans. She is also able to recommend policies that are value for money, without compromising the comprehensiveness which I find very helpful especially for young families. She is always ready to answer any doubts that I have and able to process promptly and efficiently for any claims. Extremely thankful and grateful for all the work she has done for me and my family. A highly recommended financial advisor. Thank you Eeks!

Client of Eeks Lim

Mr Yeo C S

Andy is an excellent FA whom you can count on. He has great product knowledge, is resourceful, provides sound advice, gives prompt service, and most important of all, he is willing to go out of his way to help his clients. I have good experience in getting Andy's service, and I will recommend him to my friends.

Client of Andy Seo

Mr Joe Leong

Head Chef at Sonder dining

Hund has been my advisor for 4 years. He was highly recommended by my wife and I am grateful for all his help thus far with various policies and claims. He often provides useful information to help me understand the policies that I need to have to better protect myself. Hund is always prompt in assisting me with any issues I had with my policies and especially when it comes to claims. My claims are usually processed quite efficiently and if there are any delays, I am always updated. I have had pleasant experiences so far and it is great that Hund does not hardsell but instead, listens and advises me on what is most suitable for each phase of my life. He has also help me and my family with the claims and always follows up with a sense of urgency .Hence, I would highly recommend Hund as an advisor.

Client of Hund Wong

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and I’ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Client of Jack Chan

Mr Isa Razif

Supply Planner at Procter & Gamble

Consultation sessions with April are comfortable and free flowing. She is able to answer all random enquiries with relevant situations and examples. She has a non-judgemental approach to construct and advise a financial plan based on current financial status and lifestyle. Two thumbs up!

Client of April Lim

Mr Lim Yong Siang

Data Analyst at STANDARD CHARTERED

I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.

Client of Shawn Koh

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

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

Ms Teresa Low

APAC Compliance Analyst at Wirex Pte Ltd

April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!

Client of April Lim

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Mr Julian Sum

Solutions Architect

Garrick is always professional, friendly, contactable, reliable, approachable and the list of good qualities goes on. He is always prepared to go the extra mile in helping his clients even knowing that there wouldn't be any commission for doing so. The years of knowledge and experience he amassed will provide his clients with a peace of mind and I have total faith in his recommendations every single time. Choosing Synergy FA was a no-brainer as they offer a wide range of products from different providers in order to cater to individual needs. If you are looking for an advisor then look no further!

Client of Garrick Lin

Ms Rosalind Koh

Digital Marketing Manager

I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.

In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

Client of Grace Wong

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)

Client of Maeva Huang

C P Wong

Elden exposed me to another view of Financial Planning. I appreciate him sharing insights of the market in general, and also strategies for specific sectors and counters. I've gained much from his teachings.

Client of Elden Wong

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

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

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

Mr Daniel

network engineer

I've been acquainted with Yvette for over three years now, and I must say, her assistance and service are commendable. She's incredibly helpful, providing prompt and efficient service whenever needed. One of her standout qualities is her ability to explain things in a straightforward and easy-to-understand manner. I wouldn't hesitate to recommend her services, and I'm even contemplating utilizing them for my other financial planning requirements.

What sets Yvette apart is her attentiveness to my concerns and aspirations. She takes the time to listen attentively, and together, we collaborate on devising strategies that align perfectly with my goals, ensuring the best possible outcomes.