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.

Ms Zoey Tan

Teacher

I was recommended by a friend of mine to Adeline. Adeline is very enthusiastic and knowledgeable about the work she does, and always takes the initiative to ensure that everything is fine. I trust Adeline with my plans and feel very assured that she will be there to answer and clarify any doubts I have. If you require someone to look after your best interests, you can count on Adeline to be the right person.

Client of Adeline Low

Mr Ernest Er

Manager

Knowing Garrick for many years, he has been very conscientious, professional and dedicated to his work. He has been patience in explaining my financial and insurance gaps, going thru details and share examples. Very knowledge, keeps track of my policies and answered questions timely and accurately. Highly recommend Garrick to be your financial planner, anything unsure just ask Garrick!

Client of Garrick Lin

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Kuah Rui Han

Jegan Selvanaiyagam

Manager

She’s really good. And so far the best agent we have worked with. Promoted her please!!!shes deserve it!

Client of April Lim

Mr Jeremy Sng

Project Manager

I have known Rayers for over 10 years and he has always been a supportive friend in many ways.

As an advisor, he has given me many great advise and taught me alot. His insights and foresight for investment has broadened my horizon and a great help in my portfolio.

Client of Rayers Sia

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Ms Satomi

Derrick helped me a lot when my daughter got injured. He gave me the best advise quickly regardless of the time. He is very reliable. I’m very happy with his service and support.

Client of Derrick Chee

Ms Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Irving

Senior Consultant

Wilson was very clear and detailed in his explanation. He helped me map out my financial goals and explained to me what I can do to ensure that I stay on track. I was impressed by his knowledge and insights that he was able to share and I felt that the session was very beneficial. I strongly recommend Wilson if you are looking for someone to guide you in your financial planning.

Client of Wilson Ang

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms Kimberly Lim

I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.

Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.

Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!

Client of Linda Quah

Ms. Lim Pei Hoon

Sales Executive

Superb Duper Very Good Adviser. Been following the progression via my Fb.. Anything happen to me after I post In FB, He will contact me what happened to me. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Ms Xue Bing

Zhen quan's expertise & knowledge in his field of work provides his clients with assurance in his services. He has always provided genuine advice & is willing to go the extra mile to help his clients. I have trusted him with my financials for 7 years and never regretted with this decision made.

Client of Siah Zhen Quan

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Jing Jie

Vivian is a very friendly and helpful advisor who took her time and effort to find the best financial plan to help best fit my financial goals.

Client of Vivian Peh

Mr Sufian Yap

Project Manager at Freelance

Hund came to me in a time where i was left in the dark by a few agents, he came and assessed the current policies i currently held in my portfolio. His advice was very up to date and easy to understand. I am a diabetic and didnt have alot of policies available to me but Hund always kept his ear to the ground with regards to new policies that diabetic people are entitled to. He never hards sells policies to me which is what i like. I am a practical person and his advice is super practical to the current protection needs i currently have. Hund is also easy to talk to and deal with. His is always ready to help and offer great advice even with plans from rivals "agencies" I am really happy to have him as my FA! Take my word for it. YOU NEED SOMEONE LIKE HUND IN YOUR LIFE!

Client of Hund Wong

Mr Elvis Tan

Rcac Asst Engineer at Daikin Airconditioning (Singapore) Pte Ltd

Garrick has been my sole advisor for the past 6 to 7 years. Whenever i have questions about insurance, the 1st person that comes to my mind is him. Whenever someone in needs of insurance advices, i will always refer to Garrick. He is very informative about what is needed for our needs. Keep up the great work.

Client of Garrick Lin

Mr Jason Tan

SysEngineer at IQ Dynamics

Rave is an exceptionally knowledgeable and passionate financial advisor who truly excels at what he does. He prioritizes his clients’ needs, meticulously analyzing the vast and complex insurance landscape to identify the best policies which suit my needs. Thanks to his expertise, he has introduced policies that are perfectly aligned with my financial goals and situation. With Rave managing my financial policies, I have complete trust and peace of mind knowing that the policies he has chosen are the best fit for me.

Client of Rave Peh

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.