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 Lau Jun Jie

Civil Servant

I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.

Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.

Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.

Client of Henry Ang CS

Mr Loh Wei Hau

Tier 3 It Support at PTW

Patience, understanding, polite and professional. Can explain complicated issues in simplest manner yet maintain the professionalism standard.

Client of Maeva Huang

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.

Client of Kuah Rui Han

Mr James Mccarthy

Client Service Manager at Deutsche Bank

David has excellent market knowledge and is a very personable guy who I would definitely refer onto people.

Client of David Francis

Ms Qiu Yun

Assistant Manager at AIA Singapore

Dear Darius

I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.

Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.

With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).

Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.

You will always be the one whom I will introduce to my friends and family who requires financial advice.

Once again, thank you for the professional service rendered as well as being a great friend!

Client of Darius Tan

Ms Sandy

她是一个特别亲切的人。跟她说话，特别舒服。她也很耐心的解释和介绍我适合的保单。

Client of Cheryl Huang

Ms Cherine Haynes

David’s help has enabled me to take a career break and organise my finances. He has been a blessing! As such I would like to continue our working relationship and remain a client.

All the best in his future endeavours.

Client of David Francis

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Mr Christopher Tan

Public Officer at Civil Service

Having known Serene Seah as a friend for over 10 years before she became my financial adviser, I've witnessed firsthand how her warmth, integrity, and genuine care for others translate beautifully into her professional work. Our friendship has given me unique insights into her character, and I can say with certainty that her dedication to helping others isn't just a professional stance – it's deeply rooted in who she is.

In her role as my financial adviser, Serene brings an exceptional blend of professional expertise and personal understanding to the table. She has this remarkable ability to break down complex financial concepts into practical, actionable steps, always ensuring that her recommendations align perfectly with my family's needs and aspirations.

What touches me most is Serene's commitment to providing personalised service. Despite her busy schedule and family commitments, she makes the effort to visit my home in the evenings for portfolio reviews. Her thoughtfulness extends beyond just financial matters – she never fails to remember birthdays and special occasions, adding that personal touch that makes working with her so special.

Her approach to financial advisory is refreshingly holistic. Rather than pushing standard solutions, Serene takes the time to understand each client's unique circumstances. She listens intently to concerns, considers various life factors, and then crafts strategies that truly fit individual situations. When challenges arise, she's always there with sound advice and valuable insights, drawing from her wealth of experience to guide clients through different circumstances.

For anyone seeking professional financial guidance, I wholeheartedly recommend Serene. She embodies the perfect balance of professional expertise and genuine care, consistently delivering results while building relationships founded on trust and understanding. Having experienced both her friendship and professional guidance, I can assure you that with Serene, you're not just getting a financial adviser – you're getting someone who will be genuinely invested in your financial well-being and success, while making you feel valued and cared for every step of the way.

Client of Serene Seah

Mr Fithrin

Technical Officer at Tuas Powers

Great job as always. Very informative very direct. Gives you honest advice. Thumbs up. Great as always!

Client of Garrick Lin

Emer & Jiajia

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!

Client of Dennis Chiu

Ms Lee Xean

he is very patient and detailed when explaining/answering questions.

not pushy like how certain agents can be like when trying to convince their clients to purchase their products.

Client of Danny Lee

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Mr Jovin Chew

Aspiring Business Analyst

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Client of Jack Chan

Ms Grace Tan

Sales Administrator at Simply Connect Pte Ltd

With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!

Client of Ng Tiac Pin

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!

Client of Teo Jia Min

Mr Sunny Neo

A sincere, attentive and dedicated person. Our heartfelt thanks to Angeline who spent time and took initiatives to ensure our financial needs are sufficiently catered for.

Client of Angeline Ng

Ms Salome Sawaran Kaur

Cleaning Staff / Semi-Retired at WIS Holdings

Turning 62 years old this year in 2024, I was never fully aware of the different areas that financial planning could offer. Before meeting Mirosh, I only had a basic hospitalisation plan.

Mirosh fully understood my needs and wants as I enter the retirement age at 65. He had reviewed my hospitalisation plan and made the necessary adjustments so I will not need to use my savings to pay for any large hospital bills should anything happen to me in the future.

Also, I now have a clear path and understanding towards how I would want my retirement years to look like. I am confident and happy with the wealth investment and passive income plan that I had signed with Mirosh and I look forward to the positive returns over the next 5 years.

I would recommend Mirosh to my family and friends as he shows a level of professionalism, patience, trust and a true understanding of his work as a financial advisor.

Client of Mirosh Singh

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

Ms Wendy

Piano Teacher

Edward is a engaging and prompt financial planner who helps my family to plan for our needs and financial goals. We will love to refer our friends and family to Edward for their holistic financial planning and estate planning in their family.