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.

Mr Koh Wen Jun

NSF at Mindef

Eeks is very informative and patient, she took the time to elaborate in detail what financial planning is and asks many questions to fully understand my needs. I can feel her sincerity in ensuring I get the best suited plan for my needs. I am very happy to have her as my servicing agent.

Client of Eeks Lim

Ms Julie Foo Lee Kin

Homemaker

Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!

Client of Derrick Chee

Mr Edwin

I am impressed by Ewald's work ethic from the get-go. He made the entire insurance process seamless, clearly explaining every option and ensuring I had the best coverage for my needs. He is prompt with his responses and would go the extra mile to make me feel like I am taken care of. Really glad I found him and highly recommend to anyone seeking a peace of mind and excellent service.

Client of Ewald Teo

Mr Dennis Tay

Marketing General Manager

Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated!

As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of.

Client of Teo Jia Min

Ms May

I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.

Client of Eugene Low

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.

Client of Serene Seah

Mr Mohamad Ismail

Process Specialist

Appreciate Jiamin's non-biased advice from day one! Unlike other agents I’ve met who try to push me plans I may not need, Jiamin took time to highlight what’s most important for me - my hospital plan. I am thankful to have followed her advice to secure my coverage, as later on, when I had to claim for two surgeries (the bills amounted to about $10k), my plan allowed me to waive off most of this amount. While making the claim, there were also some admin issues to handle and Jiamin was there at every step to guide me through and check on anything that needed clarification asap with the insurer/ clinic.

For my investments, Jiamin is also very dedicated and sends me regular reports to update on performances. I highly recommend Jiamin to all those looking for insurance and investments, as she is easygoing and dependable!

Client of Teo Jia Min

Mr Yeo Yong Peng

ERA Realty

Thanks Edward and Edmund from Synergy Financial advisers for fruitfull and comprehensive financial advise. Will refer my HNW clients to them.

Client of Edmund Wee

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 Lau Wei Lun

Engineer

Thanks Angeline for providing clear and concise advise and recommendations on protection plans for my family. A trustworthy financial advisor that we can rely on.

Client of Angeline Ng

Mr Ryan Lee

Management Associate at Air Liquide

Jack’s dedication to my financial well-being was evident from day one. When I considered canceling a policy, he carefully analyzed the details and helped me recover returns I would have lost. Despite my unstable income at the time, Jack never pressured me into buying anything—he simply offered guidance, patience, and genuine support.

His integrity and expertise have given my family and me confidence in our financial future. I recommend him to anyone seeking a trustworthy advisor.

Client of Jack Chan

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Ms Lim Xin Rong, Zann

Graphic Designer at CREPUSCULE ASIA

Trustworthy, efficient, and friendly— Eeks is a great financial advisor answering all my insurance needs. When I’m in doubt, she provides honest opinions and makes sure we have the best plan within our needs. She has not only helped me through my health and financial planning but also for my family and friends. Thank you Eeks!

Client of Eeks Lim

Mr Jun Boon

Settlements Analyst at Axicorp

Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future.

Client of Jason Choo

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

Mr MARTIN NOAH

Personal Trainer at Self Employed

Nova has always been responsive, helpful and kind in her services. She goes the extra mile in providing value in what she does and is always punctual and on time. She is very sharp and takes pride in what she does!

Client of Nova Lontok

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

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 Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.