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.

Ms Khoo Li Zhen

Associate Director at Synergy Financial Advisors

I have had the privilege of working under Lim Lifen's guidance for the past two years, and I can confidently say that she is more than just a director. She embodies leadership qualities that go beyond her official role.

From the moment I joined her team, I felt her unwavering support and understanding. Lifen has a unique ability to connect with her team members on a personal level. Her genuine concern for our well-being and growth is evident in every interaction. She doesn't just manage; she leads with empathy and compassion.

Whenever I faced career challenges, Lifen was there with timely advice and encouragement. Her forward-looking perspective and insightful guidance helped me navigate obstacles and make informed decisions. I appreciate her candid approach and the way she delivers feedback straight from the heart.

Under her leadership, I am confident that our team will soar to greater heights. Lifen’s vision and dedication inspire us all. She is not just a boss; she is a mentor, a motivator, and a true leader.

Thank you, Lifen, for being an exceptional guide on this professional journey. Your impact extends far beyond the office walls, and I am grateful to have you as my director.

Client of Lim Li Fen

Mr Ng Chee Wee

Project manager at Builder 265

Ewald is helpful and patient. He is also very resourceful. He summarised all my existing policies and helped me with my estate planning. I am very happy with what he planned for me.

Client of Ewald Teo

Ms Casey

Executive

Insurance is something that really helps when unexpected stuffs happens, and having an agent that believes in this is equally important. Derrick believes in that and really introduced me products that I really need and can afford according to my financial status. Am really fortunate to have him as my adviser and appreciates the hard work he does when I need help.

Client of Derrick Chee

Ms Alyssa Chee

Financial Analyst at Schindler Lifts Singapore

April is a competent, patient and through adviser who will seek to understand your financial background and goals before recommending a suitable policy. She is genuine and acts with intergrity. She does not hardsell any unecessary policies and respects your final decisions. Best of all, she is responsive with regards to your queries, even after she has sold you the policy. All these has made me confident that I have chosen a good advisor and I would recommend her to anyone for all their financial planning needs.

Client of April Lim

Mr Ting Tieh Siong

Department Manager at Isetan Singapore

Dereck Chee is my family insurance agent that we trust.

Client of Derrick Chee

Ms Kim

Nurse

Edward has been really attentive towards all my financial concerns and went an extra mile in order to come up with the best suitable individual plan.

Client of Edward Shee

Miss Chew Sek Ling

Suet is very patient, accommodating and a good listener who will recommend policies according to client’s needs. She is also very responsive to enquiries and requests for assistance. There was once when I needed assistance while she was overseas on holiday, and she still responded quickly and professionally. Definitely dependable and highly recommended.

Client of Yeo Suet Yeong

Mr Caster Teoh

Assistant Manager at Ogilvy & Mather

It is often daunting to find your own trusted adviser in this saturated market. And making a decision to settle on one is even tougher when everyone's singing similar praises about their personal advisers. There is no doubt I have faith in Garrick – he is prompt with replies and armed with an arsenal of product/market knowledge. And perhaps patient to a fault (I mean we have to take time to consider our coverage, yes?). So if you have to shortlist someone to meet, pick Garrick – and take it from there. He is all the good things said about all of the advisers you have heard, but the definitive difference is that with his dedication and pleasant demeanour - he could be your soulmate in meeting your financial needs.

Client of Garrick Lin

Ms Pradha

I have known Serene as a friend, and she has been managing some of my investments. From the very beginning, I was impressed by her professionalism, attentiveness, and genuine commitment to understanding my financial goals. Serene took the time to explain complex concepts in simple terms, ensuring I felt confident and informed every step of the way.

One of the moments that truly stood out was during a market downturn—Serene proactively reached out to discuss my portfolio, offering reassurance and strategic adjustments that not only protected my investments but also positioned me for growth. Her calm demeanour and proactive approach turned what could have been a stressful situation into a moment of trust and clarity.

I genuinely appreciate her dedication and the personalized strategies she crafts to suit my evolving needs. Her expertise and client-focused approach make all the difference. Thank you Serene!

Client of Serene Seah

Mr Test Steven Chan

Consultant at technoally pte ltd

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Client of Eeks Lim

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Tester at Just Press

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Client of Amber Chan

Ms Aurora

Program Manager, Operations

Hans is knowledgeable, responsive, and genuinely takes the time to understand my financial goals. Every recommendation was clearly explained, and I always felt confident and well-informed when making decisions. I highly recommend Hans to anyone looking for reliable guidance and long-term financial security.

Client of Hans Chen

Mr Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Ms Shirleen Chin

Quantity Surveyor

I first got to know Jiamin through my cousin. It’s been a joy speaking to her! She’s kept in touch with me over the years, provided me with relevant updates and remains very contactable when I have queries and need her help.

Recently, Jiamin provided me with an overview of my cashflow which gave me alot more clarity about my finances. After the meet with her, I feel assured that I’m in the right direction and know what are the next steps to take. Jiamin also takes great care of my insurance needs and takes time to compare and explain the plans to me.

I can see that Jiamin is very passionate about what she does as an advisor. Thank you Jiamin!

Client of Teo Jia Min

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Client of Jennifer Tey

Mr Kyaw

Nature Landscaper

I am really interested to save for insurance. Roger is a good person and explained the different plans to me. If i have a chance, I will meet up and do saving. Roger is a friendly person.

Client of Roger Lim

Ms Sharon

Executive

Friendly, sincere and provide good advice. He is very knowledgeable and efficient when explaining policy and details to me. Definitely someone you can count on in insurance as he knows his things thoroughly. A reliable agent and friend.

Client of Garrick Lin

Ms Nurasmin

Document Controller

Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!

Cheers, Nura

Client of Cheryl Huang

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.

Client of William Seah

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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Thank you, Lifen, for being an exceptional guide on this professional journey. Your impact extends far beyond the office walls, and I am grateful to have you as my director.