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 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 Teo Jia Min

Erlyana Hotmauli Sirait

Nurse at SGH

FA Tay is a wonderful advisor. She does an excellent job in catering to my insurance protection needs. She listened to my concerns and assures me. Despite on my tight budget, she managed to find the best affordable plan for me. I am glad to be one of her client. I am looking forward to our future endeavours in this.

Client of Tay Sie Hua

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Mr J L

Senior financial analyst

I started working with Ruihan when I needed help planning for my insurance needs and organising my investments. From our first meeting, he took the time to understand my goals, explain complex concepts in a way that was easy to understand, and backed his recommendations with facts and figures. Ruihan was always professional, responsive, and made me feel confident in the financial decisions we made together. Thanks to their guidance, I now have a clearer path for my insurance and investment needs, and feel much more in control of my finances. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice.

Client of Kuah Rui Han

Ms Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Ms Xinhui

Management Executive at ST Engineering Electronics

Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest.

Client of Edward Shee

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Ms Yu Jun

Pauline has been my advisor for about 4 to 5 years now and she is a very caring and took time to understand my needs and provided policy recommendation tailored to my needs. She is also patient while explaining the policies to me. I’m glad to have Pauline as my advisor!

Client of Pauline Lau

Ms Cynnthia

I’ve had the pleasure of working with Elden for my hospitalization and early critical illness insurance, and I couldn’t be happier with the experience. He is incredibly friendly, responsive, and efficient—always quick to answer my questions and provide clear explanations. What stood out most is his reliability. I always felt like I was in good hands. I would definitely recommend Elden to anyone looking for a trustworthy and dedicated insurance agent.

Client of Elden Wong

Mr Gh

Sales Agent

Aaron is very nice warm hearted passionate in his job presenting and answering all my question patiently. Making sure I understand the various products which he shared before making a decision on which is the best plan for me and my wife. I clearly understood everything Aaron shared and Im very grateful for his impeccable service and knowledge! Thank you Aaron! :)

Client of Aaron Chua

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

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Client of Serene Seah

Mr Wong Kok Seng

Technician at SIA Engineering Company

after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences.

Client of Roger Lim

Mr Elvis Teo

Software developer at Activants ptd ltd

I am happy with the insights and advises provided by Ewald. He is always prompt to response and helpful!

Client of Ewald Teo

Ms Ong Shi Ming

Operations Executive at Eatigo

My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)

Client of Kuah Rui Han

Ms Anjali

I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.

Client of Shawn Kwok

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Mr Aaron Boo

Manager at PYTHA ASIA PTE LTD

I cannot recommend rave highly enough! His dedication and commitment to his work are truly unmatched. He takes the time to thoroughly understand my needs and always goes the extra mile to ensure I have the best coverage possible. His deep knowledge of insurance policies and ability to explain them in simple terms have given me complete confidence in my decisions. It’s rare to find someone so professional, reliable, and genuinely caring. If you’re looking for an insurance agent you can trust Rave.

Client of Rave Peh

Mdm Mani

Admin Executive

Ms Jia Min is a very helpful & supportive consultant. She’s a pleasant person who explains on all our queries with accuracy and patience. She regularly keeps us posted of the changes happening in the financial industry. A complete package of talent with sincerity rare to find, truly an asset to the organisation.