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.

Mr Thaddaeus Koay

Policeman at Singapore Police Force

Jason has allowed me to understand insurance and investment better as he was simple and clear in his pitch.

Client of Jason Choo

Adeline Goh

Allied Health Professional

I am incredibly grateful for the guidance and expertise of Jia Min. Jia Min consistently prioritizes my best interests, providing personalized guidance tailored to my specific financial goals and risk tolerance. She takes the time to really understand my individual needs and goals. From the very 1st session to present, she continuously helps to align my policies and suggest better action to be taken to reach my goal. Her expertise shines through in her ability to present complex financial information in a clear and understandable manner, ensuring I fully grasp the implications of each decision. I deeply appreciate her objective approach, where she thoroughly explores both the pros and cons of various options without any personal bias. Her responsiveness and dedication to addressing my concerns promptly have been truly exceptional. With Jia Min's guidance, I feel confident and empowered in making sound financial decisions for my future.

Client of Teo Jia Min

Mr Sia Hiong Hoon

Commodity Manager

As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!

Client of Angeline Ng

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.

Client of Derrick Chee

Mr Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

Ms Nur Asrina

Global Ticketing Support at Delta Air Lines Inc

Approachable and explained clearly when asked regarding claims. Keeps me updated with the latest information. Very professional and replies promptly.

Client of Ahmad Syauqi

Mr. Gideon

From the beginning, Sean made everything feel a lot less intimidating. He took time to understand my situation, my goals, and even my concerns. What really stood out to me was how genuine and patient Sean were, no rushing, no pressure, solid advice and good conversations. If you are confuse about your financial, I’d definitely recommend Sean Neo to guide you through anytime.

Client of Sean Neo

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Mdm Chin Li Yoon

Account Assistant at Ong Chwee Ling Pte Ltd

我认识的保险从业员，象Angeline Ng 那样能够运用流利的华语和我溝通，講解保险内容的是很少，她工作时很认真地解释，让我明白。能认识她也是缘份。动手术时，她会在电话或WhatsApp 告诉你如何走保险的程序，让我安心。术后复健看医生等单据的索償，不懂时她也会帮你呈上，让我不会觉得烦琐而无所适从。。 Angeline Ng 是一个很好的保险从业员。谢谢你，Angeline Ng.

Client of Angeline Ng

Ms Juliana

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Ms Jennie

Chubb

Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right and advised you on possible funds switch to optimise your investments based on market opportunities. I placed my complete trust in Elden to professionally manage my retirement funds prudently.

Client of Elden Wong

Mr Ng Chee Wee

Project manager at Builder 265

Ewald is helpful and patient. He is also very resourceful. He summarised all my existing policies and helped me with my estate planning. I am very happy with what he planned for me.

Client of Ewald Teo

Mr Chun Wei

Project Coordinator

I’ve had a really great experience working with my adviser. Kimberly is very professional, knows her products well, and always gives me solid financial advice. What I really appreciate is how she takes care of all my requests quickly and makes things easy for me. From life insurance to travel insurance, she’s been able to provide me with well-rounded support. It’s reassuring to know I can count on her for all my insurance needs.

Client of Kimberly Tan

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 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

Mr Timothy Cheng

Analyst at Citigroup

April displays great professionalism and knowledge when it comes to financial planning and advisory. As a result, she has been able to provide tailored, objective, and high-quality advice to her clients.

Throughout the process, April was able to effectively identify, analyze, and breakdown my key insurance needs, before proposing relevant solutions that could potentially address them. Further, she was also able to provide both the strengths and drawbacks of each solution - something I feel lacking in a lot of other financial advisors. Doing so enabled her to remain objective in finding the most suitable solution for me.

Moving forward, I am confident April continues to be a valued and highly sought-after advisor in this competitive space. While one's financial journey can be daunting and uncertain, having a trusted advisor like April will undoubtedly smoothen the journey. Do reach out to her if you have any queries or require some advice in your own financial journey because trust me - it'll be worth it!

Client of April Lim

Ms Woo Chin Xin

P&G

Alan is knowledgeable and able to provide helpful analysis and comparison of different insurances across competitors. He is also honest in giving his advice.

Client of Alan Lim

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Mr Lawrence Yip

CMO / Senior VP

Pei Chi has been my personal financial advisor for many years. She is very knowledgeable, engaging and professional. She takes care of my investment and insurance policies and most of them have given favourable returns and a good peace of mind. Regularly, she updates on key trends and how my funds are performing giving sound advice. In recent years, my family members have also taken policies through her.