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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
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.
Financial Analyst at Bloomberg
April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.
Smit Lamnalco
We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.
Engineer, Accountant
Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.
Actor
Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!
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.
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.
Security at Eagle I Security Services
Jason has helped me a lot in the area of planning my savings and insurance well. I definitely learnt to manage my cash flow, especially on how to save and spend at the same time.
Data Analyst at STANDARD CHARTERED
I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.
Contracts Manager at Toa Corporation
Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.
Finance Manager
Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.
Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.
Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.
Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.
Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!
My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!
Civil Servant
Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!
Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.
Trainer at Competencies Dynamics
Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .
Associate Director at Synergy FA
I am writing this testimonial to express my utmost admiration and appreciation for my boss, Lifen, who has been an exceptional leader in the insurance industry.
Lifen's remarkable leadership skills and extensive knowledge of the insurance industry have played a pivotal role in our team's success. With her strategic vision and ability to navigate complex challenges, she has consistently steered our team towards achieving outstanding results. Lifen's commitment to excellence is unwavering, and she sets high standards for herself and the team, inspiring us to reach new heights.
One of Lifen's greatest strengths is her exceptional ability to communicate effectively. She clearly articulates goals, expectations, and strategies, ensuring that everyone on the team is aligned and working towards a common objective. Lifen fosters an environment of open dialogue, encouraging the sharing of ideas and perspectives. Her approachability and willingness to listen have created a culture of collaboration and innovation, where every team member feels valued and motivated to contribute their best work. Lifen's dedication to the growth and development of her team is truly remarkable. She recognizes and harnesses the unique strengths of each individual, providing opportunities for professional growth and advancement.
Lifen actively supports her team members, offering guidance, mentorship, and constructive feedback. Under her leadership, I have had the privilege of acquiring new skills, taking on challenging projects, and expanding my knowledge in the insurance industry.
I wholeheartedly recommend Lifen to any organization seeking a visionary leader who can inspire teams, drive results, and create a supportive and thriving work culture. Her unwavering dedication and remarkable leadership qualities make her an invaluable asset to any team.
Manager at Infinite Cables Company
Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!
This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.
Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.
I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.
Ewald is always very helpful and patient with his clients. I am very happy with his services so far! Thumbs Up!