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 Leeann

Executive

I have not regretted having Derrick handle my policies for my whole family. He understands and recognizes our insurance requirements accordingly, and does not just recommend standard plans. He is knowledgeable, friendly and ready to help. I would not hesitate to recommend him to anyone. Thanks Derrick!

Client of Derrick Chee

Ms Shirley

Teacher

I have followed Magdeline for many years. She has not only been a great financial adviser, but also a friend with whom I can chat over a cup of coffee. We've talked about everything from work to family. She is patient and friendly, always willing to listen to your financial concerns and offer the best solutions without hard selling. When I was worried about my retirement plan and will, Magdeline addressed my concerns immediately. I feel fortunate to have her as my financial adviser because she is very responsible. I highly recommend her to anyone seeking financial advice. You can ask her anything, and she will explain everything in detail until you fully understand.

Client of Magdeline Son

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Mr Simon Eey

Director at Eey-Xpress

Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand.

I would highly recommend him to anyone looking for an adviser!

Client of Ting Chaur Fon

Dr Lim Zhi Chiaw

Research Fellow at National University of Singapore

Ewald is a highly approachable advisor and a friend whom I go to whenever I have queries about certain financial products. Having been in the industry for many years, Ewald is a reliable person who is both experienced and knowledgeable in his field. He serves his clients with a true heart and is never pushy in sales. Ewald is also very responsive when contacted and makes sure to assist you in your needs to the best of his ability.

Client of Ewald Teo

Ms Caroline Rozario

Associate Director, Marketing at IT company

Li Zhen has been my financial advisor for over two decades now, since my 20s. She’s guided me through every major life stage, from being single, to getting married, raising my now two teens, and now planning for retirement in the next decade. Her steady guidance and financial expertise have been invaluable at every turn.

What I truly appreciate about Li Zhen is her patience (even when I forget and ask the same questions again!), her responsiveness, and her ever-present smile. She genuinely cares not just about my finances, but about me and my family’s goals and dreams.

Thanks to Li Zhen’s thoughtful advice and long-term planning, I’m now looking forward to retiring within comfortable means and for that, I’m ever grateful. I couldn’t imagine navigating this financial journey without her.

Client of Khoo Li Zhen

Mr Marion Frayna

Marketing Associate at Secretlab

Nova is an incredibly hardworking, meticulous, and sincere person, and it reflects in her work as my Relationship Manager. Prior to meeting her, I was completely unaware of the potential my finances had in terms of future-proofing myself, and just kept using my money irresponsibly. Nova has since given me more confidence to live out my lifestyle and look forward to the future without having to constantly look over my shoulder.

Today I am working towards completing my BTO with my wife, alongside setting aside finances to invest for the distant future. All this is thanks to Nova’s constant guidance and transparency. I would not have been able to do this without her help, so for that I am grateful.

Client of Nova Lontok

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

Ms Grace

HR Manager

I am delighted to share my exceptional experience working with Yvette as our employee benefits manager.

After putting in much effort in comparing across various insurers, Yvette has been instrumental in transforming our employee benefits program into one that is both comprehensive and fits into our desired budget.

One of the key strengths of Yvette is her ability to communicate complex benefits information in a clear and accessible manner. This has greatly improved our employees' understanding and utilization of the benefits available to them. The clarity and transparency Yvette provides have fostered greater satisfaction and engagement among our staff.

Client of Yvette Yap

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Wai Kit

Academic Director at The Learning Lab

Wei Qi has been my agent for many years and he has always been very helpful with managing my profile and claims. Always trust that he will provide recommendations based on my life stage and needs.

Client of Ong Wei Qi

Mr Nick

User Experience Executive

Danny has been a inspiring leader throughout the years that I've been working alongside with him. He is someone who constantly challenged me to do bigger and better things, back me up during difficult times, have the flexibility to solve problems in an ever-changing workplace and treat others with dignity and respect

I've always been thankful to have Danny as a role model and I've learnt great personal and professional skills from him through the journey working with him.

Thank you for being a great mentor.

Client of Danny Lee

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Mr Sim Chen Toung, Lau Hooi Wen

Engineer, Accountant

Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.

Client of Jennifer Tey

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.

Client of Serene Seah

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

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.