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 Catherine Chua

Document Controller

Please meet Cheryl, my financial adviser. I got to know her through my friend. Cheryl is really different from the previous agents that I have met. She is not only attentive and she understands what I want and she is also very patient to clearly let me understand my current portfolio. I am very sure you will not regret meeting her.

Client of Cheryl Huang

Ms Jenny Goh

Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.

Client of Ng Tiac Pin

Miss Sook Chin

Finance

我很感恩你的真心以及帮助。你的工作以真心处事，真的是一份很有意义的工作。我希望你能在工作的同时能够帮助更多的人。继续加油也希望你能积更多的福报。

Client of Linda Quah

Mdm Ho Koh Him

Full Time Home Maker

Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.

Client of Edward Shee

Ms Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Mdm Hw Goh

Business Owner

I have accumulated several different insurance policies throughout my working life. As a busy entrepreneur focused on building my business over the past decade, I’m guilty of neglecting this aspect of my personal affairs. Glad to have met April who took extensive time to compile and study all the policies I’ve had in place. She spent much time and effort to go over those plans and point out areas where I’m lacking in protection and was able to patiently guide me along to fill those gaps. I’m now able to rest easy knowing that this area of my personal affairs are now in order. Thanks April, for your patience in a thorough guided counsel.

Client of April Lim

Mr W.B Koh

Self-employed

A conscientious and affable individual, Mr Wong has gone above and beyond in his duties and it was a delight to have him as my agent.

Client of Hund Wong

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Ms Rachel Teo

Buyer at Watsons

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

Client of Cheryl Huang

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 Clarence Liao

Wealth Planning Manager at DBS (Ex Andrew Lee Unit)

It has been a great pleasure working with Andrew as he is very different from the past "bosses" that i have worked with in my previous insurance companies. Under his guidance i have learn a lot more about myself in terms of my strength and weaknesses. Also, Andrew understand that there is no one size fit all approach when it comes to building up our business hence if anyone is looking for a good leader to follow Andrew is the guy to look for

Client of Andrew Lee

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Mr Spencer Wan

SOC Analyst at MINDEF

Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me.

Client of Jason Choo

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Cristy Rodrigues

Senior Coordinator at Warner Bros. Discovery

I’ve always been curious about investing my money but was afraid to take the first step because I felt that most Financial Advisors were only after my money - that is, until I met Nova. What drew me to her was her sincerity.

She didn’t actually tell me this was what she did until I asked what she did for work. That was already a green flag for me because she didn’t see our conversation as a potential business opportunity.

Nova went through my finances and advised me on where to put my money. Although it’s not much yet, I’m glad I’ve finally started and have already seen some good returns on my investments, particularly with my CPF. I’m also so thankful that Nova encouraged me to do this because my BTO is coming up, and the increase in my CPF savings will make a significant difference. My only regret is that I didn’t start earlier.

I also appreciate that Nova sends me monthly updates on all my investments and always takes the time to answer any questions I may have.

Client of Nova Lontok

Mr Jun Boon

Settlements Analyst at Axicorp

Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future.

Client of Jason Choo

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mrs Win

Technician at MICRON SEMICONDUCTOR ASIA PTE LTD

Rave is knowledgeable and patient in explaining different insurance options. he helped us choose a plan that fit our needs and budget perfectly. Highly recommended for anyone looking for clear, trustworthy guidance.

Client of Rave Peh

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

Ms Teresa Low

APAC Compliance Analyst at Wirex Pte Ltd

April is meticulous and knowledgeable in her field of work. She seeks to understand my interests and goals for my finances and aid in planning for my future without any hassle. She is always very responsive when I have any queries. She is not just an advisor, but a friend. Way to go April!