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 Wendy Haw

Business Development Manager at Etiqa Insurance Pte Ltd

I got to know Serene from one of the trainings that I conducted for her team last year. She left me a very good impression as she is a keen and fast learner and she managed to hit our convention target within a very short period of time. We have witnessed her hard work and she never fails to go above and beyond. Serene is not just an insurance adviser; she is a sincere friend and adviser who genuinely cares about her clients’ well-being. I am very happy to know her and will wholeheartedly recommend her to you.

Client of Serene Seah

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

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 Sim Chen Toung, Lau Hooi Wen

Engineer, Accountant

Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.

Client of Jennifer Tey

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

Mr Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

Ms Valerie Low

Teacher at MOE

Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.

She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!

Client of Teo Jia Min

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Mr Kong

Hackwagon Academy

Very friendly and helpful in her advisory. Does her best to make sure she could find a plan that fits my budget and needs. Great advice, and definitely a great help. Cheers! :)

Client of Vivian Peh

Mr Raymond Goh

Coach

Jaricson is very professional in his trade and gives valuable insights to financial questions that i have. He will analyze and advise which is is a better option for me to invest my money in. Always keeping me updated on the current situation of my portfolio and recommending me suitable products. The best guy to go to IMHO. Keep up the good work.

Client of Jaricson Chan

Mr Daniel

Pauline is reliable and always ready to extend help and advice when we need. Thank you for your unwavering support throughout these years!

Client of Pauline Lau

Mr Robyn Yeo

Quality Manager at Celestica

Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.

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 Jacob

Senior Graphic Designer

When I first met Fiona, it was about 10 years ago. I was a fresh graduate with a monthly income of $1600. With her step to step guidance, I am achieving my dreams and getting my own house next year! This is really encouraging and exciting. She is genuinely happy for me and even gone the extra mile in helping me on my housing issue!

She has never felt that I am a just small account. She is always trying her best to help me in planning my finances. I am very impressed by her professionalism. She gives her advice based on what is good for me, and not to just earn the commission from me. This is very different from other agents. In addition, Fiona is very responsive and fast whenever I need help or any clarifications.

I want to thank Fiona for her excellent help and service that she has provided me.

If you looking for an advisor, I am highly recommended Fiona, with zero doubt!

Best, Jacob

Client of Fiona Ng

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

Ms YM Wong

Was introduced to Eugene by a friend. His explanation of the financial products were clear and suits my needs. His usage of materials during our meetings also helped to show me exactly what I was signing up for. I appreciate his patience and flexibility in accommodating me!

Client of Eugene Low

Wei Guang (ex Andrew Lee Unit)

Relationship Manager, Commercial Banking at MayBank

I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.

During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.

Today I remain in close contact with my ex team as we continue to work together as business partners.

Client of Andrew Lee

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!

Client of Vivian Peh

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

Ms N

Manager

What really stands out about Elden is how much heart he puts into everything he does, especially when it comes to his clients. He’s always prompt in his responses whenever I have questions, thoughtful in his approach and understanding my financial situation/needs and being proactive in delivering the best possible outcome for my investment portfolio. Over the years of knowing and working alongside Elden and I can honestly say he’s one of the most dedicated and sincere FA I’ve met. Elden takes the time to explain his recommendations clearly and always ensures my portfolio is well-positioned, optimized and so I never felt in doubt or have to care or worry about how the cyclical economic outlook may impact my portfolio - and my portfolio has shown steady growth throughout. Appreciate his sincerity, consistency and trustworthiness. Highly recommended Elden!