Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Learn more

Working together to achieve financial freedom illustration

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.

Mr Vinod Iyer

Software Development Lead at Recreo Financial Technologies, Sydney

I have been a client of Chandrika since early 2012 while I was living in Singapore, and still continue to enjoy the best of the financial advice that I can get from her. I would highly recommend Chandrika’s services. She has assisted me with my complex financial needs and I have been more than happy with the results. She is also very prompt in her communications and follow-ups. I have referred a number of my friends and family to Chandrika and they too very happy with the guidance received. I will definitely continue to rave about her services.

Client of Chandrika

Mr Daryl Huang

Manager

Dedicated, knowledgeable, responsive and trustworthy; these are the essential qualities for an exceptional advisor in the financial services and Jaricson exemplifies these through and through. I have even recommended his services to my significant other and have no qualms about his ability to deliver.

Client of Jaricson Chan

Miss Samantha Chan

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs. Maeva's knowledge of finance is impressive, and I trust her guidance completely.

Client of Maeva Huang

Mr Eric Vu

Paraplanner Associate at Synergy Financial Advisers

Working as an Associate under JackChanFinance has been an inspiring journey. Jack’s unwavering commitment to prioritizing client experience sets a high standard—prompt responses, seamless processes, and accurate information are non-negotiables. Observing Jack's dedication to every client, regardless of the situation, has shown me what true professionalism looks like. His work ethic and client-first approach make him an exceptional financial advisor.

Client of Jack Chan

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

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Ms Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

Ms Angelin

Eva has shown a great deal of enthusiasm for her work and has taken on responsibilities above and beyond what is required.

Client of Eva Tan

Mr Hiew

I met Derrick in reservist and he has come across as someone I can trust. So, few years later when I need help on my insurance coverage, I contacted him immediately. He is always professional in his approach and never once took advantage of our friendship.

Client of Derrick Chee

Ms Amelie Tan

Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!

Client of Tynn Lim

Mr Jovin Chew

Aspiring Business Analyst

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Client of Jack Chan

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.

Client of Tan Jun Qi

Ms Valerie Ng

Interior Designer

Magdeline's expertise, professionalism, and dedication have truly made a positive impact on my financial well-being. Her ability to listen attentively and understand my specific needs immediately put me at ease.

Currently she is handling my family members's portfolio, would definitely recommend her to anyone seeking expert financial guidance and support.

Client of Magdeline Son

Dr Arindam Basu

Associate Professor at NTU

Sherry helped me plan for life insurance and medical insurance. She is quite knowledgeable in the area and patiently explained all the quirks of the different options. She was also kind enough to come to my house and help finalize the plans. A pleasure to work with her.

Client of Sherry Choong

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

Mr Derrick Lim

Senior Staff Nurse at Singapore General Hospital

Eugene is a reliable person and he is able to share with me detailed information of the policies he has. He has showed me the a wide range of plans that are suitable for me which I can choose from. Ultimately, having a clear objective for me to plan for my future.

Client of Eugene Kuan

Mrs Joan Lui

Senior UIUX Designer

Finance has always been something I avoid because it feels too confusing, but Adeline really helped me understand things in a much simpler way. She is patient, genuine, and always willing to explain without pressure. Thank you for guiding me through my financial journey and making it feel much less intimidating.

Thank you Adeline! :D cheers

Client of Adeline Low

Mr Chong Zhi Yao

Head of supply planning and operations at ExxonMobil Corporation

Weiqi has been more than just an army buddy – he has become my trusted advisor for all my financial needs. His prompt and professional service, combined with his ability to provide clear and valuable advice, has been truly exceptional. Over the years, he has consistently supported me, not only in securing the best insurance coverage for my family and me but also in helping me stay on track with my health and fitness goals as a reliable gym and nutrition partner. I have complete confidence in Weiqi’s expertise and will continue to rely on him for my family’s financial and insurance needs.

Client of Ong Wei Qi

Ms Bea

Student

i was introduced to her by one of my relatives and after meeting her for the first time, i felt like my dreams as a student was possible. she did her best in trying to make every single one of her client’s dream possible at a certain age. she is very warm and friendly, which made me open up to her easily and i could vibe with her very well too. She taught me more about financial independence and how i should spend my money while sustaining my happy lifestyle now. I gained knowledge advice from her and i definitely will recommend to my friends if they need a planning to do.