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.

Ms Mellisa Kanaiya

Administrator at Hellermann Tyton Pte Ltd

Dear Darius,

First of all, I would like to thank you for assisting and planning on what is best for our newborn which save us a lot of time researching across different platforms. In addition, you've done a great job on the explanation and recommendations on our financial planning for me and my husband which gives us a better understanding of what is needed in priority at our current stage. We appreciate your effort and would look forward to meeting you soon for our upcoming financial planning. Great to know you by your name for the past few years from QY and I finally get to know you in person now! I would definitely recommend you to my friends and family who require financial advice. Once again thank you, my new friend! 😊

Client of Darius Tan

Mr Raven Bao

Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.

Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.

Client of Marvin Lai

Ms Winifred Tan

Admin

Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.

Client of Eva Tan

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

Ms Joan Lim

Head, Enterprise Sales

Maeva is very dedicated, prompt and most importantly knowledgeable. She is not the typical FA that will hard sell the products without understanding your needs. She always put her clients before her commission and that's what i will call professional. As my work requires me to travel very frequently, Maeva will make it a point to hunt me down for annual review sessions. For this dedication and level of service provided, I will highly recommend her services to my friends and clients. Keep up the good work Maeva! We are blessed to have you as our FA!

Client of Maeva Huang

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Ms May

I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.

Client of Eugene Low

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 G C Tan

Retiree

Han Wei is dedicated insurance and financial planner. He is able to give prudent advices to me and guides me to chose what is suitable for me, notwithstanding his lost or reduction of commission. He responded to my insurance needs very quickly in search of an insurance company that can cover a £2 million repatriation travel coverage and at a lower premium than what I paid for. I wish him all the best in his future endeavours.

Client of Law Hanwei

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!

Client of Ting Chaur Fon

Mr Jeremiah Teo

Professional Trainer at Charisma Academy

As a knowledgeable and data-savvy Financial Planner with more than 15 years of experience in the industry, Harris has proven to possess remarkable financial foresight and commendable investment acumen in providing sound advices whenever we meet for follow-up sessions. In addition, he never fails to take time required to explain and help me comprehend rather complex rationales behind investment principles and common oversights faced. I would highly recommend Harris if you are looking for a responsible and proactive Financial Planner with strong investment and risk management insights.

Client of Harris Mak

Miss Jody Young

Medical Laboratory Technologist at Singapore General Hospital

Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.

Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.

Client of Jack Chan

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Ms Winnie

Elden exhibits high level of professionalism in his work. Would like to thank him for taking the time to understand my financial goals and personal values. His expertise and thoughtful guidance have been invaluable to me and my 2 daughters. He takes pride in delivering good service and always keep us informed about market trends and update us on the performance of our investments.

Client of Elden Wong

Ms Chris

My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!

Client of Joanna Tan

Ms Kimberly Ang

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

Client of April Lim

Mr Abdul Aziz

Prime Mover Driver at BJ Harvest pte ltd

She is very helpful when helping me to sign up for the policy that i wanted . She is also very patience for a reply from me . She will guide you through in any issue that you are facing in your policies and also she will reply to your messages very promptly .

Client of Angeline Ng

Ms GUYU

Human Resources at NAM HWA OPERA

Ewald 是一个认真负责耐心的销售，很满意他给销售规划

Client of Ewald Teo

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!