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 J C

APAC Commercial Support Manager / HR

Rui Han is a highly professional and dedicated Financial Advisor. He is never pushy and consistently prioritizes his clients’ best interests. I first met him during an estate planning talk, and was impressed enough to engage him to review my entire financial portfolio, including my assets and Will planning.

I truly appreciate his thoughtful approach, and his proposals are always aligned with my comfort level and financial capability. I feel very at ease working with him and confident in the guidance he provides.

I would like to take this opportunity to sincerely thank Rui Han for his unwavering support and valuable advice. Thank you very much!

Client of Kuah Rui Han

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Ms Angeline Kwa

Administrative at Hermes

The most responsible, approachable, reliable, hardworking advisor you can ever find! If you need an advisor to help you with your insurance or financial needs, Derrick is the person you need.

Client of Derrick Chee

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Ms Chloe Chan

Admin Manager at SMU

Well-combed hair, long sleeve shirt, and a briefcase – a typical financial advisor, that was my first impression of Darius. Darius inherited my portfolio when another financial advisor (FA) left the industry, and we met up to sign the paperwork to finalise the transfer.

After being my agent, we meet up about once a year, when my policies are up for renewal. Darius would go through my policies with me then, and after one year, I would have forgotten many details. Long story short, Darius pleasantly surprised me by always being extremely patient and re-explaining things. Additionally, he did not give me the feeling that he was putting up with my questions because I am the client and genuinely answered my queries.

Darius took the time to understand my needs and concerns, and though this is something that all FAs do, Darius did it with professionalism and kindness. No concern was taken lightly no matter how inconsequential, and no judgement passed.

He planned my portfolio not to give himself the best commission but to give me the best value and growth. He made sure that all my concerns (no matter how small) are addressed. There’s a saying that “Talking about money spoils a relationship”, well that is entirely not true with Darius. Darius changed my impression of FAs, and he truly is a gem in the industry.

Shine On Darius!

Chloe -

Client of Darius Tan

Ms Rae

Carol has been my trusted insurance advisor since 2010. She is detail oriented and never fail to respond to my request to explore new coverage. She discussed all the pros and cons so I can make an informed decision when it comes to long term commitment in insurance. Looking back, it seems like I’m the one who requested to ink docs rather than her wanting to close the deal on me. She is now our family one and only dedicated insurance advisor and we are pleased to have her for as long as she is still in the industry.

Client of Maeva Huang

Mr Jun Boon

Settlements Analyst at Axicorp

Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future.

Client of Jason Choo

Mr Tan Hoon Teck

Associate Manager at Michael Page

I highly recommend Andy as he is a great financial advisor whom you can count on. Always quick to respond and takes time to understand my needs. I am glad that I have found him as my financial advisor.

Client of Andy Seo

Mr Luke Lin

It Professional

I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice.

Client of Teo Jia Min

Ms Jean Ong

Client

I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.

Client of Yvette Yap

Ms Li-Yer

From being my mother's trusted friend for many years to guiding me through my first investment, Nicolette has been very supportive and patient. I am so grateful to have her explain how can we best work around the markets and my financial capacity. Nicolette brings in her wealth of knowledge, skills and experience; I am confident she will be able to enrich your financial portfolios as well!

Client of Nicolette Gnoh

Mr Tommy Yeo

I highly recommended Ida Ahmad to anyone in search of a knowledgeable，dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.

Client of Ida Ahmad

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

Mr. Meng

Thank you so much to Yvette, the beautiful and generous lady from your company, for helping me find a reliable insurance policy. She explained insurance knowledge to me with her professionalism and patience. She also helped me with my family member’s claims. Thank you very much!

Client of Yvette Yap

Ms Felicia Ting Hui Yi

F&b Inspector

Got to know Shawn through my fiancé as he was searching for possible avenues to grow his savings. After hearing what Shawn has to provide, I decide to go go along with the proposal given to my fiancé from Shawn. Reason for doing so is because I can see clarity and honesty from the way Shawn makes his case. He does not exaggerate returns and also cautioned the risk for putting my savings in the market. Only concern I have is whether I am able to gain access to my investments without incurring penalties, which Shawn fully address this issue as well. Recommend Shawn to everyone who values honest advice, or looking for an advisor who will prioritize your needs and interest over everything else.

Client of Shawn Koh

Tony Yang

Engineer

I have known Lucky for 10+ years but only introduced to his financial advice in the last 8 years.

He had recommended me few products that met my life cycle needs when I had kids and required planning for their future.

Lucky never failed to meet up with me to discuss new products or recommend new ways to ensure financial sustainability as well as retirement needs.

Overall, it is a pleasure to have him guiding me on financial planning for future and retirement forecast. His ideas and plans are clearly illustrated and graphical to show clarity. They are easy to apprehend and make decision too.

I enjoy working with him on my future planning for me and my family needs.

Client of Lucky Lim

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Mr Cedric Wee

Assistant Manager at Fullerton Healthcare Group Pte Ltd

Linda is a very dear friend of mine cum my financial adviser for many many years... She is very trustworthy, understanding, responsible and well-versed in all matters including financial counselling, recommendation of insurance products, updating the latest trends/news in the Singapore insurance market etc etc. She is also very patience in handling all types of enquiries that I gave her and she will made the effort to go extra mile to get the answers for me without me calling the different parties for the answers that I am looking for. Hence, my appreciation towards you is much greater than these words. Keep up your dedication and hard work, Linda !!!

Client of Linda Quah

Ms Nemi Mary

Digital Marketing Executive

I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.

What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.

I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!

Client of Sebastian Yio

Mr Russell

Healthcare Worker

Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)