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.

Mr Alvin Lian

Director of Project & Energy Services at Expeditors

Friendly and responsible advisor who will always be on standby to support her clients’ needs. Pauline has a giant heart to serve. Keep going!!

Client of Pauline Lau

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Mr Edmond

Consultant

A good financial advisor can add tons of value to your financial well-being and can enhance your quality of life. Rui Han simply denotes someone who is qualified to help you, and whose personality gives you the confidence to follow his advice. It is definitely worth having a conversation with him, for he has my best interest in mind beyond his, exude genuine concerns and trust to go a long way. The bottom-line, as an important aspect of a healthy client-advisor relationship, Rui Han is honest and naturally has open communication with me, that goes mutually at the end of the day ! Thanks again Rui Han, u rock !

Client of Kuah Rui Han

Mr Benny Goh

Scm

I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything

Client of Marvin Lai

Mr Andrew Lim

I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!

Client of Marvin Lai

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.

Client of Tan Jun Qi

Diana

Super recommend! Grace is not just an insurance agent, but a trusted advisor who genuinely cares about my financial well-being. They took the time to understand my goals and crafted a personalized plan that fits my needs perfectly. Their expertise and professionalism are top-notch, and I appreciate their patience in explaining complex concepts in a simple way. Highly recommend for anyone looking for a reliable partner in insurance and investment!

Client of Grace Wong

Mr Mao Shan

Engineer

I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set.

Client of Roger Lim

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

Mr Kelvin

Manager

Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.

Client of Ting Chaur Fon

Violet

I appreciate Sie Hua's advice and help in supporting me through being financially prepared as a young professional. She is attentive to my requests and quick to respond to any queries I may have.

I would recommend Sie Hua for anyone who appreciates a friendly face and personal touch in how she advises her clients. Thank you for your help!

Client of Tay Sie Hua

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Mr MARTIN NOAH

Personal Trainer at Self Employed

Nova has always been responsive, helpful and kind in her services. She goes the extra mile in providing value in what she does and is always punctual and on time. She is very sharp and takes pride in what she does!

Client of Nova Lontok

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

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

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

Mr Yip Zi Hao

As a student with no prior investment experience, I came across Kimberly who introduced me to the idea of having proper financial planning. She has broadened my financial knowledge and set me off planning on my future. She is very approachable and attentive to what I am looking for. I am more than pleased with her service and would recommend to my friends and family.

Client of Kimberly Tan

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.