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.

Ms Shirley

Teacher

I have followed Magdeline for many years. She has not only been a great financial adviser, but also a friend with whom I can chat over a cup of coffee. We've talked about everything from work to family. She is patient and friendly, always willing to listen to your financial concerns and offer the best solutions without hard selling. When I was worried about my retirement plan and will, Magdeline addressed my concerns immediately. I feel fortunate to have her as my financial adviser because she is very responsible. I highly recommend her to anyone seeking financial advice. You can ask her anything, and she will explain everything in detail until you fully understand.

Client of Magdeline Son

Dr Lim Zhi Chiaw

Research Fellow at National University of Singapore

Ewald is a highly approachable advisor and a friend whom I go to whenever I have queries about certain financial products. Having been in the industry for many years, Ewald is a reliable person who is both experienced and knowledgeable in his field. He serves his clients with a true heart and is never pushy in sales. Ewald is also very responsive when contacted and makes sure to assist you in your needs to the best of his ability.

Client of Ewald Teo

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.

Client of Ewald Teo

Mr Leo

Physics Associate

Very clear and easy to understand while not losing the information and insight into how I should approach finding the right insurance for myself. Not many financial advisers would go through the rationale with the clients at least from my own experience.

Client of Kuah Rui Han

Mr V

Events Experience Manager

Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that I like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statistical reference and case study to aid our decisions which I will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.

Client of Aaron Chua

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Mr Koh Wen Jun

NSF at Mindef

Eeks is very informative and patient, she took the time to elaborate in detail what financial planning is and asks many questions to fully understand my needs. I can feel her sincerity in ensuring I get the best suited plan for my needs. I am very happy to have her as my servicing agent.

Client of Eeks Lim

Ms Jenny Goh

Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.

Client of Ng Tiac Pin

Ms Rigine Tay

Data Analyst

I have heard good things about Derrick and the good impression more than doubled to good rapport after he serviced me as his first-time client. An extremely personable advisor who does not mind inconveniences at his end, doesn't shortchange you even if product worth may not be high, and who gives me the confidence that he can be counted on for follow through and thinks for his clients' interest as his core servicing value. Very prompt updates and is patient throughout his answering of the nuts-and-bots questions. Happy with his competency in selection options for me and the bonus of enjoying an authentic friendship with such a high EQ person. So! THANK YOU Derrick yoz!

Client of Derrick Chee

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Melissa

Olivia goes above and beyond for her clients, regardless of whether it’s a small or big policy. I purchased a policy for my pet and she was very patient in explaining the policy to me, and helped me understand which plan is most suitable for my pet. She was even willing to share pet caring tips with me as I’m a first time pet owner. I am grateful to have met an advisor like Olivia. Thank you!

Client of Olivia Loo

Mr Leslie Teo

Assistant Retail Manager

I was recommended by a friend of mine to Adeline. Through our interactions, i feel that she is passionate and she truly listens. Besides financial planning, she also organises events so as to value-add me in other areas such as health as well. Now, she is not just my financial consultant, but also a friend. I will definitely recommend my friends to her and i encourage anyone reading this to speak to her too.

Client of Adeline Low

Mr Ang Wei Hao

Software Engineer

April is very meticulous and is exceptionally knowledgable in her field. She ensures that the policies are filtered out to fit my current lifestyle, always listing down the benefits and downsides of each. On top of that, she is trustworthy and a joy to work with, going the extra mile to give advice in areas I need.

Client of April Lim

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 waynec

Business Planner at ....

An agent (also a friend) who's professional, reliable, responsible, service-oriented, making our insurance decisions hassle-free.

Client of Sean Neo

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

Ms Shima

Doctor

Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!

Client of Tan Jun Qi

Mr LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.