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 Hm Tan

Reliable, knowledgeable, great personality and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Zhen Quan had this and more.

You take care of my financial affairs fully since 2018 – thank you!

Client of Siah Zhen Quan

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

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

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

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

Mr Darryl Chua

NSF

Highly recommend Rayers to everyone who is looking at getting help for finance and investment! He is an expert in this field as he has good knowledge in finance and investment. He has been helping me with managing my finance for the past 3 years as my finance manager.

Client of Rayers Sia

Mr Talib

Security Supervisor at William Secure

Yvette has help me alot, I really appreciate her time and effort, wishing you a successful life ahead! Thank you once again 🙏🏼🙏🏼🙏🏼

Client of Yvette Yap

Mr Yan Ping

Executive

Adeline is very helpful and always take the extra mile to explain things in detail to me. She get things done fast and on time, and she always keeps me updated which gives me a peace of mind. Even though I’ve been her client for 2 years, she still makes the effort to meet up with me consistently to ensure that my policies are relevant and up to date. She’s trusted and reliable, please meet her!

Client of Adeline Low

Ms Anjali

I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.

Client of Shawn Kwok

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Kuah Rui Han

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Ms Rodrigues Preeti Uday

Staff Nurse at Tan Tock Seng Hospital, Novena

I recently had the pleasure of working with Elden Wong, an exceptional insurance agent who went above and beyond to help me navigate the complex world of insurance plans. Elden's expertise and guidance were invaluable in explaining the various options and finding the perfect fit for my needs.

What impressed me most about Elden was his patience and willingness to answer all my questions, no matter how small or trivial they may have seemed. He took the time to understand my concerns and provided personalized recommendations that put my mind at ease.

Elden's professionalism, knowledge, and dedication to his clients are truly commendable. I highly recommend him to anyone seeking insurance guidance. Thank you, Elden, for your outstanding service and support!

Client of Elden Wong

Ms Angelin

Eva has shown a great deal of enthusiasm for her work and has taken on responsibilities above and beyond what is required.

Client of Eva Tan

Mr LK Lim

Test Manager at Test Company

Test testimonial for Eric

Client of Eric Lim

Mr Mao Shan

Engineer

I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set.

Client of Roger Lim

Ms Toh Siew Buan

Senior Finance Manager at Capitaland

Eugene is a very competent advisor, he took the time to analyze my portfolio, clarify any queries or doubts which in turn helped me to have a more holistic financial planning. Especially with regards to my retirement, he has proven to have extensive knowledge on the subject matter and is also proficient to use CPF to compliment my retirement planning.

As an accountant, I look at the facts and figures, and he has backed it up with the right calculations.

With this, I know I'm in good hand.

Client of Eugene Kuan

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

Mr Haikal Roslan

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Ms A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.