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 Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Mr Huang Zhiqiang

Machine programmer at Meisterform

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Client of Elden Wong

Mr Shanger

NSF

A friend of mine introduce me to Rayers in the year 2019 and from that date till now Rayers has been saving my money in a huge amount. Because I am a day trader and I learn the fundamentals a lot however I always get greedy when it comes to taking profit so I end up losing upto $69k USD.. however after Rayers comes in to our lives and talk is through on how and when we should be investing our money with important rules especially with the help of his IFAST platform! I started reducing my losses. I do the RSP of IFAST monthly and it’s very flexible and convenient according to my needs. The fees are low! And initially I was skeptical too because when I deposit in iFAST in the year 2019 I was on a loss and I still remember that the fund was BlackRock. Now it’s 1 year passed Rayers has switched my funds probably at least 4 times and I am in my green zone profiting!! Best part is that he actually texts us on why he is switching funds and explaining the fundamentals behind his act! Which actually also gave us more knowledge on the world affairs and every funds purpose. I am 25 years old and I am investing for 7 years. However I have never come across such a Financial Advisor before. Rayers is probably the 1 in a million FA to actually go to the extra mile just to make sure his client learns and earns the same time! Thank you Rayers for introducing me to IFAST! I will definitely recommend his service to anybody as long as you are driven to invest on a monthly basis!

Client of Rayers Sia

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Mr Andy Lim Yong Chuan

SAF

My adviser treats me more like a friend than a client. He advises me on financial related matters which is closely based on my needs rather than selling his products for his advantages. His professionalism has been displayed through his consistent updates of my investment portfolio over the past 10 years, putting me at ease in the mist of my busy family-work life. It is really a comfort to know that my investments and my future financial plans are in good hands.”

Client of Eric Lim

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!

Client of Vivian Peh

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Mr Lim Jia Jie

Business Development Manager

I started my career in Financial Services by joining Henry back in 2017. Throughout the years, I have learned skills and insights which I believe will be beneficial in my lifetime. I have also enjoyed striving hard together with my teammates. Joining Henry as a Financial Advisor was a decision that I am glad I made previously. Here's to better years ahead.

Client of Henry Ang CS

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 Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Daphnie

Director, client engagement, APAC

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)

Client of Teo Jia Min

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

Ms Mark & Corinne

Retired

We have both had the pleasure of dealing with Dennis and Pauline for some years now - and have nothing but praise for the standard of care received. Professional, meticulous, client-centric and honest in their advice and recommendations. They will go the extra mile for us and are ever patient and clear in their explanations and guidance. We have benefited from the guidance and service received and have no hesitation putting them forth to family / friends. Also impressed with their efforts to give back to society with the work they do to help the less fortunate with financial planning matters that speaks of a genuine interest in the welfare of others that is most commendable and speaks volumes.

Client of Pauline Lau

Mr Iskandar

Engineer

Yvette was easy to work with, her communication was also excellent as well. She offered sound suggestions that added to the quality of each of our plans. Because of this, we were able to upgrade our hospital plans to a better plans.

Client of Yvette Yap

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.