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.

Miss Samantha Chan

Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs. Maeva's knowledge of finance is impressive, and I trust her guidance completely.

Client of Maeva Huang

Ms Jess

I got to know Yvette through my sister. She was friendly and patient when explaining to us during the meeting. I have gained new knowledge and perspective from what she shared.

It was an interesting and insightful meeting. What sets her apart from other advisers, is that she is not pushy and she takes the time to understand my financial goal and creates a tailored strategy to help me in achieving it.

From retirement planning to investment advice, her professionalism and expertise have given me the confidence and peace of mind I need for the future.

Client of Yvette Yap

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

Raul

Andy is warm, friendly and sincere. Rare to find someone with such attention to details. Definitely someone you could count on in insurance as he knows his things thoroughly. Highly recommend him!

Client of Andy Seo

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Mr Jeff Yeo

Operations Manager at SOLA

Li Zhen is the right person that provides expert financial guidance. She provides meticulous care and shown patience every occasion. Working with her has been an absolute pleasure, surpassed our expectations greatly.

Li Zhen was dedicated to understanding our unique needs, unwavering attention to details. She tailored a comprehensive plan that not only addressed our current requirements but also anticipated future needs.

She has the ability to navigate the complex financial products while staying within our budget constraints, ensuring that every coverage was preciselyh what we needed and nothing more. This is a testament to her expertise and commitment.

Despite our numerous questions and uncertainties, she remained composed and took time to explain every aspect of our plan in detail. Her patience not only instlled confidence in us but also making sure we can make informed decisions in future.

We wholeheartedly recommend her to anyone in search of a financial advices.

Thank you Li Zhen !!!

Client of Khoo Li Zhen

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Mr Joel Cheah

Operations Executive at Livingstone

It was a pleasant experience buying a policy from jody. she was patient and capable in explaining the variety of policies available and addressing any queries i had. I feel that jody is an advisor who is genuine about addressing her clients’ needs. she is firm but never pushy. i would gladly recommend jody to my friends who are in need of more coverage.

Client of Jody Lee

Mr Wesley Tan

Student at SUSS

Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend.

Client of Jason Choo

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)

Client of Maeva Huang

Mr Tommy Yeo

I highly recommended Ida Ahmad to anyone in search of a knowledgeable，dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.

Client of Ida Ahmad

Ms Mirani Dyah Claresti

Offer Industrialization Leader at Schneider Electric

I had an excellent experience with Chalysta as my insurance advisor. She is highly communicative, knowledgeable, and professional, providing clear explanations and guidance throughout the process. I truly appreciate her genuine concern for clients’ needs. I would confidently recommend her services to anyone seeking a reliable and competent insurance and financial advisor.

Client of Chalysta Sim

Ms Shaina

It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!

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

Mr Russell

Healthcare Worker

Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)

Client of Danny Lee

Mr Iskandar

Engineer

Yvette was easy to work with, her communication was also excellent as well. She offered sound suggestions that added to the quality of each of our plans. Because of this, we were able to upgrade our hospital plans to a better plans.

Client of Yvette Yap

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Ms Yoriko Wong

I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances

Client of Elden Wong

Mr. Harpreet Singh Chana

Storage / Backup Team Lead at Fujitsu Asia PTE LTD

Chandrika is an energetic person providing a positive influence to those with whom she interacts. Her professionalism and knowledge of her industry ensures there are no questions left unanswered in determining the right strategy for her clients. She is a real pleasure to deal with.

Client of Chandrika

Mr Jovin Chew

Aspiring Business Analyst

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Client of Jack Chan

Mr Fadil

Service Engineer

I was looking for medical insurance and Grace was recommended by my sister-in-law. Grace is a flash! The entire process was very smooth as she is fun, very helpful and is gives prompt replies. Not even once I'm worried about all this. Highly recommended! Thanks Grace!