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 Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

Ms Alyssa Chee

Financial Analyst at Schindler Lifts Singapore

April is a competent, patient and through adviser who will seek to understand your financial background and goals before recommending a suitable policy. She is genuine and acts with intergrity. She does not hardsell any unecessary policies and respects your final decisions. Best of all, she is responsive with regards to your queries, even after she has sold you the policy. All these has made me confident that I have chosen a good advisor and I would recommend her to anyone for all their financial planning needs.

Client of April Lim

Mr Alex

Manager

I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!

Client of Ong Wei Qi

Ms Wei Ee

Joanna has crafted a detailed estate planning report and portfolio based on my lifestyle needs and expectations. Through this entire process, I’ve gained valuable insights about my finances and the various ways to be prepared for the future. It has been an amazing experience and thumbs up for your professionalism.

Client of Joanna Tan

Mr Joel Zhuang

April have been very patient with me when I seek her advice. She have well-equipped herself with the best knowledge to provide me the best option based on my requirements. Truly satisfied with the relational and non-transaction feeling given.

Client of April Lim

Mr. DEBTANU BASAK

Senior Manager at NCS

Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)

Client of Elden Wong

Miss S

I have an excellent experience working with Elden, especially during my recent claim and hospitalization. As this was my first time going through the claims process, he guided me from the very start and patiently answered all my questions, ensuring I understood each step clearly. He took the initiative to follow up closely with the insurance company and helped expedite the claim, which greatly eased the stress. His experience and deep understanding of the insurance process were very reassuring.

Beyond claims support, he consistently keeps us well informed about market conditions and any relevant updates, which shows his commitment to long-term client care rather than just transactions. He is always easy to contact and responds promptly, making communication effortless and reliable. His professionalism, reliability, and genuine dedication give me great confidence and peace of mind, and I would highly recommend Elden to anyone looking for a knowledgeable and dependable insurance agent.

Client of Elden Wong

Ms Chin

Quantity Surveyor

Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!

Client of Teo Jia Min

Mr Michael

IT Consultant

Roger took time to help me better understand my own goals and objectives, and time in the market is more important than speculative investments. He is more like a trusted friend than a financial consultant.

Client of Roger Lim

Ms Shermin

Pharmacy Technician Executive

He is really good and efficient. You can definitely trust him to handle your policies! Already recommended him to my friends/family, and will continue to do so!

Client of Garrick Lin

Mr Toh Jun Hao

Engineer at Siemens

Was gaining interest in Investments and I happen to know that Shawn is in the industry. When approaching him for his advice, am glad that he was not hard on his approach. He made sure that I understood the concepts of investing and adequately warned me of pitfalls of this method of wealth accumulation. He honest route of advisory is what assures me that I have found the person to assist me in my wealth accumulation needs. To top it off, his belief in active management of my invested monies helps me ensure that I am on track to achieving my goals. Recommending to everyone who is looking for a structural ,consistent and predictable way to compound wealth.

Client of Shawn Koh

Mr Samuel Foo

Researcher

Darius is very knowledgeable and has great passion for his field, has a very patient temperament and an eye for detail.

He does not hard sell, He assesses my policies thoroughly, able to explain in a very comprehensive way to help me understand holistically in whatever I may still need.

He had given me a lot of help; a lot of time going the extra mile, which makes me feel more like a friend than a customer.

When engaging him, it doesn’t feel like I am just buying a product or service, but rather a journey towards building a more secure and fulfilling future.

Client of Darius Tan

Ms Stacy Seah

Marketing Director

It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!

Client of Grace Wong

Ms Melissa Anderson

Real Estate Agent at Propnex

Chalysta is one of a very immaculate financial adivisors I have met. She will understand my need and condition before offering the best for my situation. Ensuring that i am all covered within my budget.

I have made claim before and she will keep checking if there’s an update to the status. Very responsive and smooth in doing the claim.

I will recommend Chalysta to everyone who is looking for someone who is caring, detailed and super friendly.

Client of Chalysta Sim

Miss Chevonne

Food technologist at Inspire healthcare

Jennifer has been a reliable advisor. Her vast experience in the industry allows her to provide insightful advice tailored to my needs and goals. She is farsighted and thorough in guiding me on how to manage my finances, especially for big-ticket items. The policies she recommends are carefully considered and explained in detail to me. Most importantly, as a young working adult, I feel safe and confident investing and entrusting my finances with her. Thank you for your service.

Client of Jennifer Kee

Ms Joyce Koo

Business Development Manager at PropertyGuru Group

I have been Edward’s client for many years, his professionalism and knowledge in this industry is remarkable. He is prompt in answering my enquiries and assist me whenever I need help. Keep up the good work Mr Shee.

Client of Edward Shee

Mr Jace Ong

Software Engineer at VISA

I have known Jia Min for over a decade as a friend, and I have no qualms about engaging her as my advisor! Unlike other agents I've met, Jia Min is very well versed in financial products, even those that her company does not carry. I am really appreciative of her hardwork and diligence in providing advice to me (even entertaining my queries on a Sunday morning)

Her analysis is not only comprehensive, but also customised to my personal context and needs. I was also pleasantly surprised when she even went beyond her scope and purview to advise on my company's insurance offerings. I love how she treats it not as pushing her financial products and sales but rather more about finding the best solution for me. Knowing that, I feel really assured and secure in planning for my financial and insurance goals with her.

Amazing and honest advisor! Saves you the trouble of pouring through the lengthy TnCs. Highly recommend!

Client of Teo Jia Min

Ms Christabel Tricia Lim Huishan

Student Care Executive at ICON Plus

Trustworthy & responsible. Answers questions with all earnesty. Never fails to respond to my queries and helps with my claims by following up every step of the way. I'm glad to have transferred my policies over to Tiac Pin. Gives me a peace of mind to know that i'm well taken care of. Thank you!

Client of Ng Tiac Pin

Mr Robyn Yeo

Quality Manager at Celestica

Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.

Client of Derrick Chee

Mr Pan Guoxiang, Bernard

Engineer at EOS Defence Systems Pte Ltd

Garrick is very responsive and responsible. Everytime there is a new policy that could benefit me, he will introduce it to me. He will explain all the detail and any query to me no matter how long it takes.