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.

Miss Chee Young Heng

Allied Health Professional at National University Hospital

The most important quality that makes Derrick a good insurance agent is commitment. He is friendly and passionate about his works. It can be a frustrating experience if it is different persons serving me, but i am luckily to meet Derrick who makes me feels assure when i sign my policies and when i make claims. Derrick have the ability to listen to you, gauge your level of understanding in this industry and relate these terms to you adequately. He is a honest agent who acts with integrity and food faith. I would highly recommend him to any friends and family.

Client of Derrick Chee

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

Mr Jonas Ng

Military Expert at Republic of Singapore Navy

Jack stands out as a financial advisor who combines deep expertise with genuine care. His ability to simplify complex financial concepts ensures I feel confident in my decisions.

Always responsive and approachable, Jack’s tailored advice reflects his commitment to his clients' best interests. His dedication and heart-driven approach make him an exceptional partner in achieving financial goals.

Client of Jack Chan

Mr Guo

Project Manager

When I met Yvette, I knew that she is different from other advisers whom I have came across as she takes the time to understand my financial situation and able to address my concerns and needs for myself and my family members.

I’m truly thankful for Yvette’s patience, she spent hours of time to analyse and gave me detailed and full explanation on the different types of plans from various insurers.

Her being approachable has made a significant difference, and I feel confident knowing that she have my best interests at heart.

She is also prompt and attentive to post sales matters.

Client of Yvette Yap

Ms As

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.

Client of Kuah Rui Han

Ms Cheryl

Thank you Danny for taking great care of my insurance, providing excellent service and follow-ups. Appreciate your advice and time spent to ensure that I have the best plans for my needs. Would highly recommend you to my friends and family. Thanks again!

Client of Danny Lee

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

Tony Yang

Engineer

I have known Lucky for 10+ years but only introduced to his financial advice in the last 8 years.

He had recommended me few products that met my life cycle needs when I had kids and required planning for their future.

Lucky never failed to meet up with me to discuss new products or recommend new ways to ensure financial sustainability as well as retirement needs.

Overall, it is a pleasure to have him guiding me on financial planning for future and retirement forecast. His ideas and plans are clearly illustrated and graphical to show clarity. They are easy to apprehend and make decision too.

I enjoy working with him on my future planning for me and my family needs.

Client of Lucky Lim

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 Kayden Look

Social Worker

I have had the pleasure of knowing Mr. Henry Ang for many years, having initially connected with him when he started as a financial advisor at another company. Over time, I have witnessed Henry's dedication and expertise in the financial services industry, leading to his well-deserved position as a Branch Manager and Senior Deputy Director for Financial Advisory at Synergy Financial Advisers Limited.

Henry's commitment to his clients is unparalleled. He has been instrumental in managing not only my insurance policies but also those of my parents and subsequently my wife's. His attention to detail and thorough understanding of our financial needs have provided us with peace of mind, knowing that our family's future is in capable hands.

Henry is an exceptional financial advisor with his proactive approach. When my family expanded with the arrival of a new baby, Henry seamlessly transitioned our financial plans to accommodate these changes. His foresight and ability to anticipate our evolving needs have been invaluable.

Moreover, Henry embodies other positive traits essential for a financial advisor. He is reliable, trustworthy, and always goes the extra mile to ensure his clients receive the best possible advice and solutions. His professionalism and genuine care for his clients' financial well-being make him a trusted advisor and a valuable asset to Synergy Financial Advisers Limited.

I wholeheartedly recommend Mr. Henry Ang to anyone seeking expert financial guidance. His wealth of knowledge, personalised approach, and unwavering commitment to his clients make him a standout professional in the industry.

Client of Henry Ang CS

Ms Mei Qing

It is with great pleasure that I provide this testimonial for Sheena.

Sheena's depth of knowledge in the realm of finance has proven indispensable in crafting and executing investment strategies that align seamlessly with my financial objectives.

Moreover, Sheena's remarkable responsiveness and commitment to client satisfaction exemplify her dedication to providing exemplary service. She consistently demonstrates a readiness to address inquiries promptly, offering tailored guidance and support whenever needed. Her proactive communication ensures that I am kept well-informed of pertinent updates.

Beyond her professional acumen, Sheena's genuine passion for fostering her clients' financial success is evident in every interaction. Her approach is characterized by a genuine desire to cultivate long-term relationships founded on trust and mutual respect. It is this personalized attention and unwavering dedication that truly sets Sheena apart as an exceptional financial advisor.

In conclusion, I wholeheartedly endorse Sheena for her outstanding contributions to the management of my financial portfolio. I look forward to having her as our family adviser for many years to come.

Client of Sheena Suey

Mr Fong

Elden Wong has been working with us for a year now, and I’ve been happy with how things are going. He’s helped me manage my investments, especially in unit trusts and the U.S. stock market, and his advice has been aligned with my goals.

What I appreciate is how easy he is to speak with. He takes the time to explain things clearly and never rushes through anything, which makes it a lot easier for me to understand what I’m investing in.

In just a year, I’ve already seen some growth in my portfolio, and I feel confident knowing my money’s in good hands. I’d definitely recommend Elden to anyone looking for a reliable and down-to-earth financial consultant.

Client of Elden Wong

Mr Cheong KM Steven

Admin at Min HA

My first experience with Elden was when my previous advisor had to take an absence due to health reasons.For a start due to the absence and my portfolio was not being actively managed and resulted in huge losses.it took me quite some time to see what Elden can do and had a very different approach and gave me hope he can revive what was in my portfolio by taking a capital appreciation approach.Finally made the decision to go ahead with his recommendations after various lengthy exchanges.Just a few months later and some tiny fruits began to bear.Light is beginning to shine brighter at the end of the dark tunnel.Highly recommended Elden, the adviser to go to if you wanna see results not just talk and without the clients situational understanding.

Client of Elden Wong

Dr Jared

Assistant Professor at Singapore Management University

Alvin has been my financial advisor since I was doing my PhD before I had a family. He is knowledgeable and dependable. He helped with all of my needs, from the most basic of issues like travel insurance, to complicated matters like getting coverage for my son who was hospitalized at a young age. Alvin helped me through all my significant life stages and revisited my coverage requirements each time as my family grew and as I upgraded my housing. Highly recommended, not pushy at all. Thank you Alvin!

Client of Alvin Cheo

Selene Liu

Manager

Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.

Client of Catherine Lau

Mrs Angeli Soriano-Gojo

Entrepreneur at Lighthouse Group

I’ve had the privilege of working with Nova as my Relationship Manager in Singapore, and she’s truly amazing at what she does. She’s been in the industry for years, so you know she has the expertise, but what I appreciate most is how she genuinely looks out for you. She takes the time to understand your goals and find ways to make them work for you. She also updates me month-on-month on the progress of my accounts, which makes me feel secure and in control. If you ever get the chance to work with Nova, take it, your finances will be in the best hands.

Client of Nova Lontok

Ms Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Ms Jie Ling

Teacher

Rui Han is a friendly and reliable advisor to work with. He is always ready to reply and assist with any queries that I have regarding financial products/insurance. I can feel his genuineness and passion in this line of work and would recommend Rui Han to friends looking for an IFA.

Client of Kuah Rui Han

Ms Lim Ser Kia

Childcare teacher assistant at Methodist preschool

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Amber Chan

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!