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 Anli

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.

Client of Darius Tan

Mr Weng Kang (ex Andrew Lee Unit)

Founder at XIO SG Pte Ltd

Becoming a Financial Adviser was my first career as I decided to join Andrew Lee unit back in 2016, being new to the industry, each time I met with obstacles, Andrew and his team will always be there to help and provide support to ensure that you do well in this career path. Through the guidance of Andrew and his team I have learnt many skills and knowledge in this industry which I am able to apply it in my future growth, even up to date, all the skills and knowledge I have acquire is still relevant and help me greatly in my future planning’s. Once again, I want to thank Andrew for always being there to support me throughout my time in Synergy. It was a wonderful experience. Wishing you best of luck to achieve your desires.

Client of Andrew Lee

Clarence Lim

Director

I was unclear about the benefits of estate planning and get to know Amy via a workshop. Amy was professional and patience, addressing our concerns. She dispenses very clear guidance how we could structure the legacy planning

Client of Amy Lin

Pang Cheah Sing Pang

Chef at ALEXANDRA HEALTH PTE. LTD.

From our very first meeting, it was clear that Elden genuinely cares about his clients. He took the time to thoroughly understand my financial goals, personal circumstances, and risk tolerance before crafting a tailored strategy that well aligned with my needs. What truly sets him apart is the attention to detail and the ability to explain complex financial concepts in a way that is easy to understand, making me feel confident and informed about every decision.

think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser! Client of Elden Wong

Client of Elden Wong

Mr Anthony Lee

Finance Manager

Jennifer was my ex-colleague in an accounting firm, her work attitude and quality gave me confidence in her.

I approached her to understand the insurance policy in Singapore, and what I appreciate most is her detailed explanation without any hard sales tactics.

Jennifer is knowledgeable and caring, which are the ultimate factors I look for in a financial advisor. She always keeps me well informed of updated insurance matters and responds quickly to my queries. Moreover, Jennifer has reviewed all my insurance and financial plans, including those not purchased from her. She is generous and kind enough to explain every product I have and provide a clear overall picture of my financial risk portfolio. She also arranges periodic portfolio reviews with me and updates me on any market changes to ensure I am aware of those changes.

Overall, I highly recommend Jennifer's services as she truly cares about her clients and goes the extra mile to ensure their financial well-being. I am very happy with the services she has provided me, and I have complete confidence in her expertise.

Client of Jennifer Tey

Ms Xinhui

Management Executive at ST Engineering Electronics

Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest.

Client of Edward Shee

Mr Alex

Manager

I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!

Client of Ong Wei Qi

Mdm Ng Lin Yen

Admininstrator at FIS Derivatives Utility

Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!

Client of Eeks Lim

Mr Lee Zheng Yuan

Vivian puts to good use her gift of maintaining her professionalism at all times while simultaneously allowing her warmth to shine through, putting clients at ease. She breaks down seemingly complex investment instruments into easy-to-understand bits for the layperson and with her characteristic candour and technical expertise, can always be relied upon to provide sound investment advice.

Client of Vivian Peh

Mr Xavier Tan

General Sales Manager at Hock Tong Huat Pte Ltd

I'm incredibly grateful for the guidance my financial advisor Pei Chi provided in recommending a savings plan tailored to my needs. Her expertise and patience in explaining every detail made me feel confident about my financial decisions. Thanks to her advice, I now have a clear path toward achieving my financial goals. I highly recommend her services to anyone seeking reliable and personalized financial planning.

Client of Soon Pei Chi

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

Ms Felicia Ee

Graphic Designer at Olympia Diary (S) Pte Ltd

Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!

Client of Derrick Chee

Ms Joan Liew

I first got to hear of Jennifer through two friends who mentioned her name around the dinner table. That immediately piqued my interest and Jennifer did not disappoint. Her personable and no hard selling approach bodes well with me and I genuinely appreciate how she has my best interests at heart.

As my life priorities evolve, Jennifer was able to provide nimble solutions to help manage my wealth and income. She is responsive and makes time to meet/speak/text no matter where I am physically. Having had a nightmarish FA in the past who went MIA, Jennifer's dedication is a breath of fresh air. Naturally, that gave me confidence to refer her to some friends who have also shared very positive feedback on Jennifer's level of professionalism.

Client of Jennifer Kee

Mr Lim Hao

VISA

Chalysta has a cheerful personality that makes her a pleasure to work with.

She demonstrated great patience in discussing various products, ensuring that I found one that was suitable for my needs. She took the time to thoroughly explain every detail and answer all my questions, no matter how many I had.

What stood out the most was her ability to make our conversations light-hearted and unpressured, creating a comfortable environment where I felt free to ask any questions. I would highly recommend her expertise to my friends and family, confident that they will receive the same level of care and professionalism.

Client of Chalysta Sim

Mdm Rasnita Rahmat

Housewife

Since I resigned from financial advisory industry long time ago

I have not been updated with insurance matters

until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans!

Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍

My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family

Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍

And my friend is a very nice lady whom we know each other since we ever worked together before😍

She explained in detail and I admire her integrity, sincerity and professionalism!

Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆

All praises to The Almighty we family now have a peace of mind 💜

Client of Linda Quah

Mr Jay Ho

Adminstrative Assistant at Yishun Health Campus

Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!

Client of Derrick Chee

Mr Jia Sheng

No hard selling! Patience and meticulous. she was willing to go the extra miles to find the best product that suits your requirement.

Client of Vivian Peh

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.

Client of Soon Pei Chi

Mr Wu Hongzhou

Risk Analyst

I got to know Rui Han through a friend. Rui Han is a friendly and approachable advisor whom I can consult regarding my plans and he’s very responsive. Moreover, he puts himself in the shoes of his clients by giving unbiased opinions and putting his client's interest as the top priority.

Kudos to him and highly recommend him to anyone who needs help in financial planning!