Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Learn more

Working together to achieve financial freedom illustration

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 Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Ms Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

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

JW

Andy has great knowledge of his products. Always looking for promotions/better solutions for his clients. Especially love his efficency and responsiveness. Which is why i got my whole family to port their plans over to him. Always so easy to get in contact with him -be it just a question or a meet up! Highly recommend!

Client of Andy Seo

Ms Jane Yeo

Self-employed at Moments that last

Derrick has been always been my trusty financial adviser. I love that he’s not only thoughtful and caring but he tries his best to take care of whatever needs and doubts that I may have and patiently explain them to me. He’s always very efficient in his response and he won’t keep me waiting for too long if there’s ever anything that I need to ask him. I believe and have such high trust in his service that I even referred him to my sisters and Daughter. Very very lucky to have met Derrick, and will always be grateful and thankful for his service.

Client of Derrick Chee

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.

Client of Kuah Rui Han

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

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Ms Irene Yong

Programme Director at i-GROW partners Pte Ltd

Pei chi is authentic and she cares. As someone who is in this line, I never feel even once that she is trying to up sales. Every intent comes from knowing what you might need to protect yourself and your family or for better financial planning. And she is clear about what works for my budget. She knows when it is better to surrender old policies that doesn’t make sense to hold on to and move on to new ones that is more beneficial to me in the long run. She is also very responsive in what I ask for even though sometimes I keep asking for the same information as I couldn’t remember. She is one that I would always reccomend to my friends as I’m sure she will serve every client with the same attitude and zest.

Client of Soon Pei Chi

Ms Neo Hui Qing

Admin

Know Linda through my husband. My husband had bought insurance from Linda even before we were marry. I bought my insurance from Linda also although I am not familiar with these but she take time to explain. She is not only a good financial advisor she is a good life advisor also. There are time we will seek advise from her beside financial matter and she will also take time to advise us. A very dear friend to my husband and I

Client of Linda Quah

Ms Carina Ng

Analyst at Citi

It's definitely a great pleasure having April as our advisor. She’s trustworthy, meticulous and objective in addressing the needs and concerns, which made the whole process easy and hassle-free. She has demonstrated the character and work ethic that I believe will bring her far in this industry. Thanks April!

Client of April Lim

Ms. S. G. LEE

Pharmacist at HPHL

13 Oct 2025: I cam to know Mr. Elden WONG in April 2024. In the journey with him as my FA for the last 18 months, he has always been prompt, attentive, professional, consistent and sincere in delivering his personalized service. Careful, meticulous and forward looking are his attributes. It is lucky for me to have him help to grow my portfolio.

Client of Elden Wong

Ms Sharmila

Danny is passionate and knowledgeable. When we consulted him, he took the time to understand our needs and goals before then calibrating a suitable plan for us. Thanks to his help and insight, the insurance policies we took for our family came in very handy on several occasions. Even after buying the policies, Danny remained contactable and assisted with all our queries. I’d highly recommend him - Danny is trustworthy, knowledgeable and dependable.

Client of Danny Lee

Jun Nan (ex Andrew Lee Unit)

Customer Experience Management Lead at NTUC Income

I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.

Client of Andrew Lee

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!

Client of Teo Jia Min

Mr Yuen Heng Seng

Retiree - Ex Senior Manager at A MNC Oil Comoany

I know Pauline as my finance advise for three years. She is very professional and knowledgeable on the products she represented. She listens carefully to the customers and able to tailor to customers' needs. Most importantly she is customer friendly, carefully follows up on the progress of the policies under her care and provides timely update and assistance to my requirements. She is particularly knowledgeable on medical insurance matters. I benefited a lots from her professional assistance in a surgical operations last year.

Client of Pauline Lau

Mr Kevin Tan

Director at FEELMEDIA

#honesty #integrity #intelligence #effective

Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!

Client of Danny Lee

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Kuah Rui Han

Ms Krista Effendi

Marketing Manager at Oracle Corporation

Hund is extremely accommodating and understanding. It is a pleasure to be his client all these years. He addresses what is required in the various phases of my life and provides professional advice suited to my needs. I have observed his exceptional professionalism. His work is kept at a very high standard, often exceeding expectations. Furthermore, he is willing to take on any additional tasks for the betterment of his clients without complaints. He is a good-hearted and supportive person, and an indispensable agent.