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 Lily

Pauline Lau has been my agent for many years. When I was admitted to hospital for day surgery, she always tried her best to answer my enquiries clearly and promptly. She also provided kind assistance to me on submission and appeals for my case. Pauline is a great agent who not only know my needs but also an agent to count on.

Client of Pauline Lau

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

Mr Foong Kah Seng

Student

Rayers is a great friend and advisor. He is very knowledgeable in his field and always shares his insight with his peers. He is even willing to provide his professional opinions when I approached him with my financial queries. To sum it up, he is a great financial advisor who always seek to improve in his field.

Client of Rayers Sia

Mdm Chin Li Yoon

Account Assistant at Ong Chwee Ling Pte Ltd

我认识的保险从业员，象Angeline Ng 那样能够运用流利的华语和我溝通，講解保险内容的是很少，她工作时很认真地解释，让我明白。能认识她也是缘份。动手术时，她会在电话或WhatsApp 告诉你如何走保险的程序，让我安心。术后复健看医生等单据的索償，不懂时她也会帮你呈上，让我不会觉得烦琐而无所适从。。 Angeline Ng 是一个很好的保险从业员。谢谢你，Angeline Ng.

Client of Angeline Ng

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

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

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Mr Hansel

Analyst

April has a great understanding of products and people. While insurance/financial planning is a daunting endeavour for many, my experience with planning alongside April was fuss-free and enjoyable. April provides the most direct solutions to address the needs of the average Singaporean. I would highly recommend speaking to her directly if you have been procrastinating on your own financial/insurance planning!

Client of April Lim

Mr Sufian Yap

Project Manager at Freelance

Hund came to me in a time where i was left in the dark by a few agents, he came and assessed the current policies i currently held in my portfolio. His advice was very up to date and easy to understand. I am a diabetic and didnt have alot of policies available to me but Hund always kept his ear to the ground with regards to new policies that diabetic people are entitled to. He never hards sells policies to me which is what i like. I am a practical person and his advice is super practical to the current protection needs i currently have. Hund is also easy to talk to and deal with. His is always ready to help and offer great advice even with plans from rivals "agencies" I am really happy to have him as my FA! Take my word for it. YOU NEED SOMEONE LIKE HUND IN YOUR LIFE!

Client of Hund Wong

Mr Law Kah Hock

Regional Manager at COGRIASIA

Chalysta has demonstrated the ability and integrity needed in her role as a financial advisor. Her analysis and recommendations are heavily weighted and influenced by detailed analysis of my profile. She impressed me by her enthusiasm to share what's best for me and my family. She is highly recommended if you are looking for a sincere and conscientious advisor.

Client of Chalysta Sim

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

Mr Au Wei Keong

Project Engineer at ST Electronics

Tiac listens and customise the policy to the needs of my requirements never losing patience in the process. He is efficient and prompt to replies. I will recommend him to anyone who wants to get the best out of the policies that are being offered in the market!

Client of Ng Tiac Pin

Mr Isa Razif

Supply Planner at Procter & Gamble

Consultation sessions with April are comfortable and free flowing. She is able to answer all random enquiries with relevant situations and examples. She has a non-judgemental approach to construct and advise a financial plan based on current financial status and lifestyle. Two thumbs up!

Client of April Lim

Mr Lim Hua Kwang

Retired

Pauline whom I have known for a long time has always been reliable. She has been our family financial adviser and planner for years. I have 100% trust in her work. She has a good character and personality too.

Client of Pauline Lau

Mr Ervin Chan

Tutor

I had bought lots of insurance from different insurance companies and Derrick’s service is hard to come by. He is the type of insurance advisor which anyone would like to have. Derrick is very dedicated to his job, he always put his clients first, always keep his client updated and always works on what his client needs. I am blessed to have him as my insurance advisor for all these years. My policies are well taken care of and if I need any help from him on the policies I bought he would advise me accordingly. He didn’t fail to call back and always keep me in the loop. I would definitely said that his service is remarkable and someone whom you would like to deal with if you plan to get any insurance.

Client of Derrick Chee

Mr Samuel Lee

Cyber Security at NETP

Working with Chalysta has been an exceptional experience! Her personality is a delightful blend of cheerfulness and humor, yet she maintains a strong commitment to portfolio stability. I was thoroughly impressed with the quality and speed of her service; she always responded promptly and effectively.

What stood out the most during our interactions was her dedication to sharing success stories of how she has helped other clients preserve their wealth. This gave me great confidence in her expertise and approach.

I highly recommend Chalysta's services to anyone with a conservative investment profile. Her focus on stability over high-risk, high-reward strategies makes her an ideal advisor for those looking to safeguard their financial future.

Client of Chalysta Sim

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 Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Mr & Mrs Fong

My wife and I met Marvin in 2014, he delivers truly professional financial planning services and would always have my best interests at heart. We felt very comfortable with Marvin, he always put our needs on priority and does not pushy or pressure us to buy something that we do not need. He will patiently listen to our needs and requirement, based on his professional knowledge, he will explain to us in details what are the gaps to fill and only offering products that is suitable. I have no doubt in recommending Marvin to any of my friends and family.