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.

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 Edward

Marketing Consultant at clickTrue Pte Ltd

Serene has been more than just my financial advisor for the past five years; as family, she's become a trusted partner in my financial journey. What truly sets her apart is her unwavering understanding and patience, taking the time to truly listen to my needs.

She doesn't just focus on immediate gains, but thoughtfully crafts a long-term plan that encompasses everything from general wealth building to comprehensive financial security.

Her dedication is remarkable; even when I went silent for months, she persisted with gentle follow-ups, demonstrating her commitment to my well-being.

If you're looking for a financial consultant who is both diligent and deeply caring, someone who will follow through and prioritize your long-term financial health, I wholeheartedly recommend Serene.

Thank you, Serene, for your invaluable guidance and support!

Client of Serene Seah

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.

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 Lynette Keh

Group Head Of Insurance And Value-added Services In Home Credit International at Home Credit International

I was looking for a Term Life with Early Critical Illness insurance product to cover my mortgage repayment in the event of my death or contracting a critical illness. Grace was recommended to me by a friend who is also a client of hers. My entire financial planning process was done smoothly online as Singapore was still in COVID-19 lockdown stage, thus face to face meetings were prohibited. Grace is a people person who is warm and helpful, always willing to go the extra mile for her clients. She was very patient, knowledgeable and professional in helping me search for the insurance product I was looking for. I like the fact that she presented me with a few relevant insurance products to consider, rather than pushed me to buy one which would give her the highest advisor commission. This integrity what I expect from an independent advisor, who acts in her client's best interest. I bought my Term Life policy with Grace's help, the underwriting process was a tedious and drawn-out process, but Grace was very patient in helping me to follow-up until closure. She is now a trusted friend and advisor to me.

Client of Grace Wong

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Mr Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Mr HC Woo

Civil Servant

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Client of Elden Wong

Ms Chin Lai Fong, Anne

Retiree

I have had the privilege of having Serene as my financial advisor for more than five years, and I couldn’t be more satisfied with the experience. Serene is not only a true professional but also a genuinely warm, caring, cheerful, and helpful person.

Her extensive knowledge of financial products and her ability to explain complex plans in simple, understandable terms set her apart. Serene always takes the time to share detailed insights into the plans she recommends, patiently addressing every query and concern with clarity.

What truly impresses me is her dedication to follow-up after the procurement process. She ensures we have the necessary access and documents, and for those who are less tech-savvy, she goes the extra mile to help set things up. Her proactive approach and attention to detail are unmatched.

I recall a specific instance when I had concerns about market conditions. Serene responded promptly, addressing all my anxieties and thoroughly explaining the situation to provide reassurance. Her ability to offer timely and thoughtful support is something I deeply appreciate.

I highly recommend reaching out to Serene for any financial advice. She combines expertise with genuine care, making her an exceptional advisor who is truly invested in her clients' well-being and success.

Client of Serene Seah

Mrs Fara Lasenby

Channel Operations at Paramount International

Nova has provided consistently good and valuable financial advices and services to me, even at her busiest times. She treats every case, request and queries with equal importance and is very professional in provide advices. She also has a natural gift of putting people at ease. I really appreciate her help and support being my financial planner and will continue to count on her for future years.

Client of Nova Lontok

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

Mr Meng En

Cyber Security Engineer at ST Engineering

Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.

Client of Jason Choo

Ms Lim Ser Kia

Childcare teacher assistant at Methodist preschool

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Amber Chan

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Mr Jason Ang

Senior Manager at LITESTAR

Alan is a detailed Adviser who makes the effort to ensure that I understand what I am signing for. He is also patient and accommodating to my timings.

Client of Alan Lim

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

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.