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 LIM BOON KHOON

Associate Test Engineer at KLA+ corporation

Hans is very responsive to all my enquiry, even when he is on business trip or personal leisure trip. He is knowledgeable person and will guide you step by step from the beginning until your question answered. He also help and follow up closely on insurance claiming process. He will provided sincere advice whether your insurance coverage are fully covered.

Client of Hans Chen

Ms Evelyn Tan

I have known Marvin for many years and had been my financial advisor. He is a very nice and patience guy and will never forced you to purchase any product if you are not ready yet.

He makes a great friend to be with and still possess the professional side of his profession.

Client of Marvin Lai

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

Ms Wendy Haw

Business Development Manager at Etiqa Insurance Pte Ltd

I got to know Serene from one of the trainings that I conducted for her team last year. She left me a very good impression as she is a keen and fast learner and she managed to hit our convention target within a very short period of time. We have witnessed her hard work and she never fails to go above and beyond. Serene is not just an insurance adviser; she is a sincere friend and adviser who genuinely cares about her clients’ well-being. I am very happy to know her and will wholeheartedly recommend her to you.

Client of Serene Seah

Mr Keith

Director

I am incredibly thankful for the outstanding service provided by Sheena. Her depth of knowledge and expertise in the insurance industry have been instrumental in securing the right coverage for me. Sheena took the time to patiently explain all my options and guided me towards the perfect solution tailored to my needs. Her professionalism and commitment to ensuring I have the best coverage possible truly distinguish her. I wholeheartedly recommend Sheena to anyone seeking reliable and trustworthy insurance assistance.

Client of Sheena Suey

Mr Sc

It Administrator

Before working with Grace, I was not able to understand the financial/insurance concept/plan and all the various different plans/products are overwhelming for a layperson like me and my family. As such, my existing portfolio was not cost efficient. My portfolio is well managed now, with the help from Grace as a one stop shop solution provider for my financial needs. I’m now able to have a more efficient and cost-effective portfolio. Grace is patient and willing to spend time to explain things that I don't understand. She is responsible, always within reach, diligent, able to respond well, does not take long time to respond. My best takeaway from working with Grace is being able to find a one-stop place to meet the needs of the financial planning/analysis and able to carry out the plan step by step.

Client of Grace Wong

Mr Daniel

network engineer

I've been acquainted with Yvette for over three years now, and I must say, her assistance and service are commendable. She's incredibly helpful, providing prompt and efficient service whenever needed. One of her standout qualities is her ability to explain things in a straightforward and easy-to-understand manner. I wouldn't hesitate to recommend her services, and I'm even contemplating utilizing them for my other financial planning requirements.

What sets Yvette apart is her attentiveness to my concerns and aspirations. She takes the time to listen attentively, and together, we collaborate on devising strategies that align perfectly with my goals, ensuring the best possible outcomes.

Client of Yvette Yap

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)

Client of Maeva Huang

Mr Joshua Tan

Consultant at Nexus Mgt International Pre Ltd

Roger has make it simple for me to complete my application from a NFTF.

He has also ensure my understanding and transparency on about what he is going to do and write in the KYC and the process that I will be facing.

I will recommend him to be your Advisor.

Client of Roger Lim

Dr Yuanto Kusnadi

Assistant Professor at SMU

Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.

Client of Sherry Choong

AT

Consultant

I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.

I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.

It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.

Well done and keep it up SS

Client of Serene Seah

Mr Shen Lin

Po at NTU

Sincere and responsible

Client of Ng Tiac Pin

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Teo Jia Min

MR Chan Yoon Jet

IT Application SUpport at DBS Bank

Very patient and understandable explanation

Client of Bexton Tang

Mr Tong TF

I have worked with another Synergy advisor prior to Elden. The previous advisor's performance was lagging to say the least, partly due to lack of communication and partly due to the swing in the market. Upon my questioning, Synergy assigned Elden to me. Synergy should have been more proactive in monitoring advisor performance to safeguard clients, and institute early intervention. My experience with Elden is very different from the previous advisor. Elden has been proactive in providing me with regular updates. His view on the market has been right so far. Elden has help reduced my negative portfolio significantly but it is still 10% below when I started with Synergy years ago. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. One last thing. I would like to encourage Elden in his annual review with clients to share the annual historical value of the clients' portfolio to demonstrate the value he has created for his clients.

Client of Elden Wong

Mr Benson Lim

Driver at Stripes Premier

Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.

Client of Eva Tan

Mr Kyle Lim

Full Stack DevOps Engineer at ST Engineering

Jack stands out as a committed financial advisor who goes beyond the basics. He doesn't just check in annually but ensures consistent follow-ups to keep financial plans aligned with changing needs.

From drafting wills and trusts to tailored investment strategies, Jack provides holistic solutions. His "well-being before profits" mindset shines, as he prioritizes meeting his clients' needs before recommending any plans.

Client of Jack Chan

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.

Client of Kuah Rui Han

Mr Zhang Zhe

Banker at Citibank

April is a very solid agent. Helped me save money on my health insurance and have been very helpful even though I'm not a very big client. Well done April for the solid work.

Client of April Lim

Mr Wayne Ang

Engineer

Rui Han is very good in his insurance knowledge together with strong fundenmental from property and option investing. The first step to investing is to make sure our coverage is enough, he is well versed with policy from different agencies to kick start that