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.

Mr Edwin Phua

Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.

Client of Angeline Ng

Mr Francis Gan

Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)

Client of Serene Seah

Ms Kris Lim

Sales And Supply Support Manager at IKANO Pte Ltd

Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years.

Client of Garrick Lin

Mr Caster Teoh

Assistant Manager at Ogilvy & Mather

It is often daunting to find your own trusted adviser in this saturated market. And making a decision to settle on one is even tougher when everyone's singing similar praises about their personal advisers. There is no doubt I have faith in Garrick – he is prompt with replies and armed with an arsenal of product/market knowledge. And perhaps patient to a fault (I mean we have to take time to consider our coverage, yes?). So if you have to shortlist someone to meet, pick Garrick – and take it from there. He is all the good things said about all of the advisers you have heard, but the definitive difference is that with his dedication and pleasant demeanour - he could be your soulmate in meeting your financial needs.

Client of Garrick Lin

Mr C

Andy is a true professional who have my interest at heart. He is sincere and trustworthy, answering all my queries anytime of the day promptly and clearly. He only makes recommendations that benefit me the most and will explain why is that so. Highly recommend him to all my family and friends!

Client of Andy Seo

Miss Thenmoli

Paramedic at SCDF

Eugene is an extremely competent financial adviser. As someone who has limited financial knowledge, he has helped me understand the importance of financial planning. He wasn't pushy and was very understanding about my financial situation and planned with my needs in mind. Definitely recommended!

Client of Eugene Kuan

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Mr Wayne Nua

Entrepreneur & Business Owner

I was initially hesitant about financial planning due to cashflow concerns for my business, but Jack's approach changed my perspective. He optimized my existing policies, improved coverage, and redirected my savings towards wealth accumulation.

His step-by-step guidance, tailored to my needs as a business owner, showed genuine care and understanding, making him a trusted and insightful consultant.

Client of Jack Chan

Mr Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

Mr. Raphael Reich

Managing Director at Dejavu Agency

I've had the pleasure of knowing Maeva for several years and during that time she has taken great care of all my insurance needs with her meticulous approach, friendly and approachable manner, and her solid and invaluable advice based on her wealthy experience in the business and because she is a very honest and caring human being.

Client of Maeva Huang

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

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

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

Mr Choo

Assistant Manager

Dedicated, detailed and task-oriented. Joanna excels in her craft and goes beyond her scope of work to provide holistic financial counsel and advice. She is an excellent communicator and is completely transparent in her methodologies. Ultimately, Joanna is a trusted subject-matter expert and will work with you to achieve your financial goals.

Client of Joanna Tan

Mr Z

Engineer

He is clear and concise in his explanation. He is also elaborate and answers the relevant questions to the point. Overall he is a straightforward person who can be trusted for advice.

Client of Aaron Chua

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

Ms JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

Ms Kim

Nurse

Edward has been really attentive towards all my financial concerns and went an extra mile in order to come up with the best suitable individual plan.

Client of Edward Shee

Ms Jennie

Chubb

Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right and advised you on possible funds switch to optimise your investments based on market opportunities. I placed my complete trust in Elden to professionally manage my retirement funds prudently.

Client of Elden Wong

Shu Ling

Risk Manager

Linda has been the biggest help in planning out my policies. She put effort into understanding my requirements and ensured that I am well covered for. I feel comfortable in relying on and putting trust in her. Thank you!