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.

Jacob

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Client of Derrick Chee

Jadason Wang

Talent Acquisition Executive at Beyondsoft

My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!

Client of Danny Lee

Ms Chin Lai Fong, Anne

Retiree

I have had the privilege of having Serene as my financial advisor for more than five years, and I couldn’t be more satisfied with the experience. Serene is not only a true professional but also a genuinely warm, caring, cheerful, and helpful person.

Her extensive knowledge of financial products and her ability to explain complex plans in simple, understandable terms set her apart. Serene always takes the time to share detailed insights into the plans she recommends, patiently addressing every query and concern with clarity.

What truly impresses me is her dedication to follow-up after the procurement process. She ensures we have the necessary access and documents, and for those who are less tech-savvy, she goes the extra mile to help set things up. Her proactive approach and attention to detail are unmatched.

I recall a specific instance when I had concerns about market conditions. Serene responded promptly, addressing all my anxieties and thoroughly explaining the situation to provide reassurance. Her ability to offer timely and thoughtful support is something I deeply appreciate.

I highly recommend reaching out to Serene for any financial advice. She combines expertise with genuine care, making her an exceptional advisor who is truly invested in her clients' well-being and success.

Client of Serene Seah

Ms Lydia

Music Teacher at Lydia Wong Violins

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.

Client of Cheryl Huang

Rachel

HR manager at % Arabica

I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.

Client of Law Hanwei

Mr Alvin

Customer Service

I feel completely comfortable with Jarius since he is not aggressive and does not encourage you into purchasing things you do not require. I believe he actually concerns about the clients' well-being. Usually I don't have much time to analyse insurance and investments, but Jarius has always taken the time to guide me and tell me of my alternatives so that I can make an informed judgement. I also appreciate that he went the extra mile to provide value added service and his great after-sales service.

Client of Jarius Kan

Mr Ethan Goh

Relationship Manager at DBS

Gaulat.

Client of Danny Lee

Mr Elvin Chong Beng Chee

Basketball Coach

Roger has been helpful in sharing with me my financial plans and committed to following thru and delivering my financial needs. Really grateful to have know him and know he’s doing great!

Client of Roger Lim

Mr Roslan Maarof

Semi-retired

Rui Han gave a comprehensive and sincere review of all my insurance policies. He gave his professional opinion and made suggestions on what I could consider to optimise my policies, based on my current status and future plans. As Rui Han is not bounded by a single Insurance company, his advice is non-biased and no hardselling. This is exactly what I am looking for. I will definitely recommend him to friends that need a non-biased review and advice on their insurance policies.

Client of Kuah Rui Han

Mr Tang Xun

Engineer

Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.

Client of Derrick Chee

Mr Andrew Lim

I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!

Client of Marvin Lai

Benjamin (Ex-Accendo)

Tax consultant at Aoyama Sogo

Working with Andrew has been a true privilege. He is someone whose consistency in both action and attitude is truly admirable. One story that stuck with me was how he followed up with someone for 7 years—and that person eventually joined him. That level of patience, dedication, and follow-through is rare. If you’re someone who values building genuine relationships, Andrew is definitely someone to learn from. His strong referral skills are a reflection of the trust and rapport he consistently nurtures over time. A true role model in leadership and relationship-building.

Client of Andrew Lee

Ms Ruby

Sales Manager

Jiamin was introduced to me by my sister, who recommended her to me as she is warm and knowledgeable. After meeting her a couple of times for my policy review, she is indeed genuine, as she was fine with me asking about alternatives insurers besides the one recommended to me.

Also, unlike most agents I've met, I opened up to her quickly as she is very friendly. I'm glad to have her as my adviser!

Client of Teo Jia Min

Ms St

Marketing Manager

I have met Shawn through my friend in Singapore. Previously was studying in Singapore, and was encourage to take up Health Insurance to ensure that I am properly covered against massive medical bills. With his advice and thorough comparison, I was able to select the most suitable health insurance coverage for myself. For that, I am thankful for Shawn's services. He will be the go-to person should you need personalised financial advices.

Client of Shawn Koh

Miss Christabell Wang

Solutions Engineer at 3forge LLC Singapore

Jack is an exceptional advisor who goes above and beyond. When I faced challenges with claims and coverage gaps, his expertise and willingness to assist, even liaising with my family directly, made all the difference.

Unlike most FAs, Jack reviews and optimizes pre-existing policies with care. I trust him entirely with my family’s insurance needs and highly recommend him for his genuine dedication.

Client of Jack Chan

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Ms Joanna Huang

Asst. Mgr. at Mandai Wildlife Reserves

Marvin is very patient to explain till you understand any complicated technical jargon. He povides honest and objective advises based on client's finanicla status and will not hardsell products for self-interest purpose. Glad to know and have him guiding along this financial planning journey.

Client of Marvin Lai

Mr Quek Pin Chen

With basic knowledge when it comes to financial planning, I seek advice from Hund as the pandemic opened my eyes and I wanted to start planning for my own future. He is extremely knowledgeable about the various coverages and paid very close attention to all the minor details. This ensured that I was getting the premiums that were essential but manageable to my budget. On top of that, he is always patient when explaining the breakdown of the plans and he has always been unbiased about his opinions on various schemes. There were instances when I called him multiples times to seek clarification on certain matters and he was always efficient and clear in answering my questions or doubts. Hund would also check in on me from time to time to ensure everything is fine and that is something I really appreciate. Overall, Having Hund as my FA definitely makes my life easier. With his expertise and knowledge, I know he is someone I can rely on if I need his help.

Client of Hund Wong

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!