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.

Mdm Lin Sok Huang

Bus Attendant at Silveray Pte Ltd

Having a good finanical planning is important but having a good financial advisor is equally important. Angeline is a responsible, reliable, organised and knowledgeable FA who would go the extra mile to serve her clients. Her product and administrative knowledge are of quality standard as she is always able to give an answer to my queries. At times I would ask the same questions (e.g. when is my premium due?) and yet she would attend to all my queries patiently and promptly. With an excellent attitude, product knowledge and skills, Angeline is a valuable asset to Synergy. My family and I are blessed to have a trustworthy FA like Angeline.

Client of Angeline Ng

Mr Vincent

Quality Cum Engineering Executive

Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!

I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!

Client of Teo Jia Min

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

Mrs Sabrina Rosli

Physiotherapist at NUHS

Jun jie explains the various aspects of insurance well to me. Furthermore he has taken the initiative to decide which options are good for me. Will recommend to my friends definitely. Thank you!

Client of Chan Jun Jie

Mr Sherman Tay

Accounts Executive at Manulife Singapore Pte Ltd

I have known Tiac Pin since NS days and he has always been a close Friend. Because of our friendship I trust and believe in his advise when it comes to financial planning. Friendship aside, his advises are sincere and well thought out. I don't feel pressured to purchase anything and he is always open to me getting second opinions. He is a good Friend and a good advisor and will always be my go to advisor for discussion.

Client of Ng Tiac Pin

Mrs Yee Jane

Self Employed

Derrick is a very good agent. He is always there to answer your questions and will always try his best to help you with his needs. He is the agent who would go the extra mile to deliver his service and that is why I recommended him to so my family. Keep up the good work, Derrick! You’re a star

Client of Derrick Chee

Mr Derrick Er

Boutique Manager at Bell&Ross

It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor.

Client of Derrick Chee

Mr Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Zhen Yuan

Automotive Car sales Director

I was thoroughly impressed by Wilson exceptional level of diligence and proactive mindset. His commitment in delivering high-quality results and willingness to go the extra mile truly set him apart from other Agents out there. He is able to identify my current financial gaps and blindspot, establish steps i can do to better position myself towards my goal. I strongly recommend him, as he is truly a cut above the rest!

Client of Wilson Ang

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

Mr Yeo Kay Wee

Senior Manager at Soka Gakkai Singapore

Angeline Ng has been my wife and my financial advisor since 2002, she has helped us not only review all our insurance policies, but she also helps us to understand what each insurance is for and what we need. She is a responsible, reliable, organized, and knowledgeable financial advisor. Recently, I had heart surgery, and because of the claims, I often called her, no matter what time, she attend to all my queries patiently and promptly. Thank you for helping us to understand what each insurance for and to be our financial advisor, which we can fully depend on.

Client of Angeline Ng

Miss Christabell Wang

Solutions Engineer at 3forge LLC Singapore

Jack is an exceptional advisor who goes above and beyond. When I faced challenges with claims and coverage gaps, his expertise and willingness to assist, even liaising with my family directly, made all the difference.

Unlike most FAs, Jack reviews and optimizes pre-existing policies with care. I trust him entirely with my family’s insurance needs and highly recommend him for his genuine dedication.

Client of Jack Chan

Mr Roslan Maarof

Semi-retired

Rui Han gave a comprehensive and sincere review of all my insurance policies. He gave his professional opinion and made suggestions on what I could consider to optimise my policies, based on my current status and future plans. As Rui Han is not bounded by a single Insurance company, his advice is non-biased and no hardselling. This is exactly what I am looking for. I will definitely recommend him to friends that need a non-biased review and advice on their insurance policies.

Client of Kuah Rui Han

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

Jingxuan

Brandon is trustworthy and responsive and someone with humility. He is passionate in his work where as he is easily approachable to talk and ask him questions to clarify any doubts and ultimately there is no pressure to purchase the products from him. I appreciate his help so far for helping to manage my policies. Thanks Brandon

Client of Brandon Lee

Mr Danny Phang

Senior SAP Consultant

Chalysta constantly keeps herself updated with the latest insurance and investment products. She will then tailor or tweak your existing portfolio so that your portfolio always remains optimum and align with your goal. I highly recommend Chalysta if you're interested in keeping yourself protected or passionate in starting an investment.

Client of Chalysta Sim

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Mr Clarence T

Hair Stylist at Hair Philosophy SG

Responsible, reliable and trustworthy Entrusted him with all my investment and insurances

Client of Derrick Chee

Mr Vinod Iyer

Software Development Lead at Recreo Financial Technologies, Sydney

I have been a client of Chandrika since early 2012 while I was living in Singapore, and still continue to enjoy the best of the financial advice that I can get from her. I would highly recommend Chandrika’s services. She has assisted me with my complex financial needs and I have been more than happy with the results. She is also very prompt in her communications and follow-ups. I have referred a number of my friends and family to Chandrika and they too very happy with the guidance received. I will definitely continue to rave about her services.

Client of Chandrika

Mrs Xu Qiong

Accountant

Eeks is my trusty agent that takes care of my entire family's portfolio. She is very professional, attentive and caring towards our family needs. She would go through the policies wordings thoroughly to ensure we understand fully. She is very honest about the different products, sharing both the pros and cons of each product and allowing us to make our own decision comfortably, unlike many other pushy agents out there. She is very efficient and resourceful, quick to reply and advice us well on any problems we face. We are extremely grateful to have met her and have her as our agent! I highly recommend her!