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 Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.

Client of Kuah Rui Han

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Mr Daniel

Dennis is knowledgable and always ready to find something that meets our needs. We are thankful for his help throughout the different stages of our lives.

Client of Dennis Chiu

Joy Ee

Angeline has been a great help to my family on several occasions. She will always go the extra mile to help us, address our queries or advise us with integrity. She is always humble, never pushy, and has offered many kind words when our son was hospitalised. Thank you, Angeline, for being wonderful.

Client of Angeline Ng

Ms Senthil Vadevu

Engineering Manager

Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!

Client of Alfred Seng

Mr Eugene Tan

Investment Professional

A few qualities I really appreciated from Sean:

Responsive and reliable: Always quick to reply to questions or provide follow-up materials
Client-first mindset: Prioritized our needs over commissions, and even recommended keeping some existing policies instead of switching
Proactive planning: Highlighted coverage gaps we hadn’t considered and provided future-proof options
Trustworthy and transparent: High product knowledge. Able to explain benefits and limitations of each plan, helping us make informed decisions

If you’re looking for a financial advisor who’s knowledgeable, ethical, and easy to work with, I’d highly recommend Sean at Synergy Financial Advisers. He brings both technical expertise and a human touch to financial planning.

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

Ms Evelyn Yap

Admin Duty at Vincent Watch Pte Ltd

April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.

Client of April Lim

Ms Valerie Low

Teacher at MOE

Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.

She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!

Client of Teo Jia Min

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

Ms Kong Wai Teng

Executive

Marvin is a very patient, prepared and knowledgeable. Whenever i had queries he was able to provide me with an answer promptly and doesnt mind spending time to explain the policies to ensure i understand it fully. He is not pushy and i trust the recommendations he gave 👍🏻

Client of Marvin Lai

Mrs Chandrika Shukla

She is always helpful. She is quick in turnaround. Thanks.

Client of Chandrika

Ms Pradha

I have known Serene as a friend, and she has been managing some of my investments. From the very beginning, I was impressed by her professionalism, attentiveness, and genuine commitment to understanding my financial goals. Serene took the time to explain complex concepts in simple terms, ensuring I felt confident and informed every step of the way.

One of the moments that truly stood out was during a market downturn—Serene proactively reached out to discuss my portfolio, offering reassurance and strategic adjustments that not only protected my investments but also positioned me for growth. Her calm demeanour and proactive approach turned what could have been a stressful situation into a moment of trust and clarity.

I genuinely appreciate her dedication and the personalized strategies she crafts to suit my evolving needs. Her expertise and client-focused approach make all the difference. Thank you Serene!

Client of Serene Seah

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Ms Kim Yin

Senior Admin Assistant at Capitaland

Derrick Chee have been our financial advisors for the past eight years. He have always offered financial advice based on our personal needs. He keep in regular contact with us and provide us with ongoing advice as our needs. He take the time needed to fully explain our options and to guide us in an appropriate direction.

Client of Derrick Chee

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

Mr Abdul Aziz

Prime Mover Driver at BJ Harvest pte ltd

She is very helpful when helping me to sign up for the policy that i wanted . She is also very patience for a reply from me . She will guide you through in any issue that you are facing in your policies and also she will reply to your messages very promptly .

Client of Angeline Ng

Ms Tan Siew Hoon (Yvonne)

Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd

I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.

In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.

Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.

I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.