Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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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

Rave was pleasant, efficient and a very friendly advisor. I feel he responded to all of my concerns and I am pleased with my new insurance packages.

Client of Rave Peh

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Ms Cassandra Goh

Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!

Client of Danny Lee

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.

Client of Garrick Lin

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

Ms Juliana

journalist, brand consultant

Jennifer is one of a kind - patient, kind and has clear objectives and goals with my best interest at heart for both the short and long haul. We don't live in Singapore and I usually have my wild toddler with me trying to manage serious conversations on financial investments. She has helped me make very sound investments in the short term that has turned profits, as well as very strategic advice for the long run for my family - I am a cancer survivor with on-going medical needs.

Client of Jennifer Kee

Ms A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Ms Yvonne Chew

Homemaker

I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!

Client of Tan Jun Qi

Mr Chun Ren

Student

Rayers is a motivated and knowledgeable financial consultant that has helped me start my journey towards financial independence. He answers any doubts regarding my finances and given advice according to my situation and goals.

Client of Rayers Sia

Mr Deepan

Officer at MINDEF

Garrick has been navigating me for about 6 years now. He is reliable and knowledgeable in the financial planning domain. He has educated me on how to prioritize and channel my resources to suit my needs. Planning and re-prioritizing is an on-going cycle which changes over time, and Garrick is someone who understands that very well. Family Healthcare, Life insurance, Kids Education planning, long term insurance/investment - Garrick is my go to guy. The best part about Synergy FAs is that they have an array of providers and products that can suit different needs. Unlike FAs from Individual insurance companies, where the advisors can only advise on products from that particular company. I find this an advantage for the customer.

Client of Garrick Lin

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

Ms Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Client of Sean Neo

Ms Lam Chieh Ling

Home maker at Not applicable

I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.

Client of Nicolette Gnoh

Ms Grace Tan

Sales Administrator at Simply Connect Pte Ltd

With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!

Client of Ng Tiac Pin

Mr Choong

Engineer at Micron Semiconductor Asia Pte Ltd

Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!

Client of Rave Peh

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!