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.

Ms Phoebe Yau

Customer Service Officer at Interunion (SEA) Pte Ltd

Jia Min is a detail-oriented and friendly professional. She is responsive, and explains every policy in great detail to me. It is great to meet an advisor who knows her products well, handles my claims efficiently, and is able to recommend suitably for my needs.

Client of Teo Jia Min

Mr Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

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

Mr David Tan

Derrick has been very clear, meticulous as well as well versed in conveying the key points when explaining my policy wording for my consideration. Not only that, he would also advise on areas that I tend to overlook or even recommend a personalised package, which always make me feel comfortingly heartwarming. Truly an asset to which ever organisation he is with, and truly a dependable agent and friend to have!

Client of Derrick Chee

Mr Adrian Lau

Property Agent

I met Darius through his telemarketer. He came across as a friendly and respectful independent Financial Advisor to explain about the Eldershield policy provided by different insurance companies. During the meeting session, he is very detailed in his explanation and patiently answered all the questions I had about the policy. He is constantly working in my best interest to choose the most suitable policy which serves my needs and budget. I have purchased an Eldershield policy through his good advice.

Darius is constantly keeping in touch with me. As my age grew older, I required certain policies to protect me and my family. He is able to source the most suitable policy to serve my needs. Through his patience and good advice, I managed to purchase an Accident policy and Life insurance to provide the best coverage for the whole family.

Subsequently, my wife had purchased the Eldershield and Accident policy through his proactive action as well. My wife and I are certainly glad to have him as our Financial Advisor. We trust him well enough to manage our policies and recommend him to all friends.

Client of Darius Tan

Mr Kim Yong

Business Analyst

Genuine, detail-oriented, and patience to explain policies details clearly. I like her way of keeping that connection with her clients, constantly checking-in how’s their well-being, and recommending policies that suits their needs. Not pushy at all and accommodating as well.

Client of Adeline Low

Mr Jing Wen

Supply Chain Management (make) Engineer at Infineon

Andrew's help and advice was invaluable to understanding how to present myself to others and he continues to work tirelessly in guiding the advisors under him even through trying times such as this. Hoping for better years ahead post-Covid and all the best for him and his team.

Client of Andrew Lee

Mr Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun and she was so detailed and helpful! In particular, during the review session, she let me understand my current situation, and proposed ways to maximise my wealth so that I will be 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!

Client of Tan Yi Jun

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

Mr Khalid Rashid

Aspiring Logistics Coordinator

Jack has been my trusted advisor since my NSF days, guiding me through my financial journey with care and expertise. During a tough time when I faced emergency surgery, Jack’s support and assurance eased my worries about medical bills.

He went above and beyond, ensuring my claims were handled smoothly. His unmatched dedication, even in challenging moments, makes him truly exceptional.

Client of Jack Chan

Mr Ralph

Student at NIE

It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!

Client of Danny Lee

Mr Huang Zhiqiang

Machine programmer at Meisterform

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Client of Elden Wong

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Mr LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Miss Chew Sek Ling

Suet is very patient, accommodating and a good listener who will recommend policies according to client’s needs. She is also very responsive to enquiries and requests for assistance. There was once when I needed assistance while she was overseas on holiday, and she still responded quickly and professionally. Definitely dependable and highly recommended.

Client of Yeo Suet Yeong

Ms Michelle

Account Manager

Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies.

Client of Andy Seo

Mr Robyn Yeo

Quality Manager at Celestica

Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.

Client of Derrick Chee

Miss Lynn Lim

Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.

Client of Siah Zhen Quan

Andreas Eggert

Teacher

I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.

What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.

He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.