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 Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Ms Juliana Loh

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Ms Stephanie Yeo

Manager at Jimmy Textiles

I have worked with Weiqi for a few years now, and he has always been someone I can rely on. Whenever I need help or advice, he is there, no matter how small the question. When I had a claim to make, he handled it promptly and kept me updated every step of the way, with no unnecessary delays. He is trustworthy and truly dependable, and I would recommend him to anyone looking for an adviser who genuinely has your back.

Client of Ong Wei Qi

Mr Kiron Chahel

Account Director at CBRE

Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron

Client of Pauline Lau

Mr Eric Tan

Operation Manager

The most responsible, approachable and committed advisor that I know. One thing I like about him is that he does not hard sell.

Client of Derrick Chee

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Mr W.B Koh

Self-employed

A conscientious and affable individual, Mr Wong has gone above and beyond in his duties and it was a delight to have him as my agent.

Client of Hund Wong

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

Ms Juliana

journalist, brand consultant

Client of Jennifer Kee

Mr Ruzaini Lee

IT Team Lead at RED Technologies

I have known Garrick since our army days, and one thing that is true, he has a heart of gold. Always willing to do extra for others. I always turn to him to seek advise on matters related to his field, and he will not hesitate to assist. Overall, our journey with him has been avery pleasant one. My family is very thankful with you Garrick!

Client of Garrick Lin

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Ms Lynnette Chia

Manager

Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!

Client of Linda Quah

C P Wong

Elden exposed me to another view of Financial Planning. I appreciate him sharing insights of the market in general, and also strategies for specific sectors and counters. I've gained much from his teachings.

Client of Elden Wong

Mr Shai

Dj at AOS Collective

I have been friends with Hund for a decade now and he had never try to hard sell me to any policies and insurance. All he offered to begin with was to have a look at what I have to ensure that I was covered as I thought I was. Turns out I wasn't as I had overlooked certain things. Instead of trying to sell me all the major policies or anything that can give himself a higher cut, Hund went through all the policies that believe that would benefit me irregardless of how it benefits him. From then on, I knew what kind of person Hund is, someone who truly care about another person's well being more so than himself.

I would recommend Hund to anybody looking for an FA.

Trust in HUND!

Client of Hund Wong

Mr Xia Jian Feng

Principal Product And Tech Consulting at Sabre APAC

Alfred has been servicing me for several years, since I have less experiences in insurance and investment, he always is able to provide the professional and comprehensive consultancy in patience, helps me make the decision meeting my needs.

I would like to take the opportunity to thank him for all his engagement and extra efforts.

BIG THNAKS for his great work!

Best regards, Jian Feng

Client of Alfred Seng

Ms Valerie Ng

Interior Designer

Magdeline's expertise, professionalism, and dedication have truly made a positive impact on my financial well-being. Her ability to listen attentively and understand my specific needs immediately put me at ease.

Currently she is handling my family members's portfolio, would definitely recommend her to anyone seeking expert financial guidance and support.

Client of Magdeline Son

Ms Leeann

Executive

I have not regretted having Derrick handle my policies for my whole family. He understands and recognizes our insurance requirements accordingly, and does not just recommend standard plans. He is knowledgeable, friendly and ready to help. I would not hesitate to recommend him to anyone. Thanks Derrick!

Client of Derrick Chee

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.