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

Mr Fadil

Service Engineer

I was looking for medical insurance and Grace was recommended by my sister-in-law. Grace is a flash! The entire process was very smooth as she is fun, very helpful and is gives prompt replies. Not even once I'm worried about all this. Highly recommended! Thanks Grace!

Client of Grace Wong

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.

Client of Aaron Chua

Ms Gerilynne Lee

Education Officer

I first met Nova at the gym, which was the start of a beautiful friendship. Her incredible drive and determination naturally extend from fitness into her work as a financial adviser. Despite her busy schedule, she brings a warm, personal touch to every client relationship. With her proactive monthly updates, I feel completely secure knowing my finances are in such trustworthy hands.

Client of Nova Lontok

Mr Jing Yong

Accountant

Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority!

I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM

Client of Teo Jia Min

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.

Client of Ng Tiac Pin

Ms Madeline Kuah

Property Agent

Jia Min provides professional and value-adding advice to me. She is a trustworthy and dependable advisor who is ALWAYS prompt and detailed in her responses to all of my questions. I highly recommend Jia Min to friends, family & everyone who is looking for a financial advisor!

Client of Teo Jia Min

Ms Yu Jun

Pauline has been my advisor for about 4 to 5 years now and she is a very caring and took time to understand my needs and provided policy recommendation tailored to my needs. She is also patient while explaining the policies to me. I’m glad to have Pauline as my advisor!

Client of Pauline Lau

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

Mr Wayne Ang

Engineer

Rui Han is very good in his insurance knowledge together with strong fundenmental from property and option investing. The first step to investing is to make sure our coverage is enough, he is well versed with policy from different agencies to kick start that

Client of Kuah Rui Han

Ms Sandy

Self-employed

I want to thanks Olivia as my insurance agent. She is very professional and knowledge on the product she represented. She try to understanding me what I need, listens carefully to customers and able meet customers need. She give me a lot of advise and more information my medical insurance and accident policy matters. The most important She care provides timely, keep update and assistance to my requirement. I strongly recommend Olivia to everyone.

Client of Olivia Loo

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Mr. Marque Lai

Customer Experience Manager

I have known Tynn way back, even before she has made it so successfully in her career. One thing about Tynn is that she CARES about her clients and treats them with sincerity. I had a few agents/advisors before her and slowly she became the one that I go to everytime.

She is ever dependable and always ready to answer your questions. Her knowledge of insurance, the process on claims and payout, documents required are impeccable. You can ask her almost anything and she is able to answer with great confidence and will even sometimes text you in the middle of the night to affirm her answer to you. Her response speed is superb and would go the extra mile for her clients to ensure that their needs are answered to. Sometimes I even wonder whether she sleeps because of the efficiency she demonstrates.

There is no other people I would recommend to my friends and colleagues if they ever require any financial advisor, because of her attitude and professionalism. She appreciates the word of referral and tries her very best in her role, for she knows she also carries the reputation of her referrer. That’s what makes me trust her so much and believe that she is always on the lookout for my best interest.

I hope Tynn continues to shine and spread her wings to scale greater heights and if you ever need an advisor that is dependable, trustworthy and professional, Tynn Lim is the person you are looking for. Go Tynn!

Marque Lai A very tenured and still the extremely satisfied client

Client of Tynn Lim

Mr Xavier Tan

General Sales Manager at Hock Tong Huat Pte Ltd

I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.

Client of Soon Pei Chi

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

Mr Alexis Chee

Director at Divetech Marine Services Pte Ltd

Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!

Client of Derrick Chee

Mr Jonadab Phua

Executive

My experience with Synergy – through Angeline – has been exceptional. Patient, thoughtful, and driven to help secure a better financial outcome, there is nothing pushy about Angeline's advice and suggestions. Care is taken to purposefully craft a financial plan suited for the particular season in life I find myself in. Highly recommended.

Client of Angeline Ng

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Mr Tan Ke Han

Designer

Was interested to look for an avenue that provides higher returns given the lower interest rate environment, hence I decide to call up Shawn to advise on possible options. He recommended the path of investments, and also patiently explain why this is a possible route for higher returns albeit the risk involved. Shawn fully understood my need for liquidity given my current commitments, hence he planned a proposal which allows access to my monies should I ever need it. For that I am thankful for his move of prioritizing my concern. I implore everyone to look for Shawn should you wish to know how to grow their wealth in a sustainable manner.

Client of Shawn Koh

Mrs Siti Nurainiah Ali

I have been with Derrick for almost 15 years now. From single till married with 3 boys! Now he managed my family insurance. Never failed us with his prompt reply and efficiency. Working with Derrick has been an absolute pleasure as he exceeded all our expectations and continuously went the extra mile to Ensure our satisfaction. He guide us thru and informed us in details on what to do next to make sure we are in the right track. We could not be pleased with the level of service, professionalism and quality we received from Derrick.