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.

Dr Yuanto Kusnadi

Assistant Professor at SMU

Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.

Client of Sherry Choong

Wei Guang (ex Andrew Lee Unit)

Relationship Manager, Commercial Banking at MayBank

I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.

During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.

Today I remain in close contact with my ex team as we continue to work together as business partners.

Client of Andrew Lee

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Ms Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

Ms Cassandra Chew

Account Manager

I truly appreciate having Agnes as my finance advisor at Synergy. She has a warm and reassuring presence that makes every discussion feel comfortable and clear. What stands out most is her ability to consistently present well-thought-out options, never pushing but always guiding with my best interests in mind. She challenges me in a positive way—helping me rethink my decisions and stay focused on what truly matters for my financial priorities. Her advice is not just professional, but thoughtful and empowering, giving me confidence in the choices I make. I’m grateful for her dedication and the genuine care she brings to every conversation.

Client of Agnes Lim

Ms Qiu Yun

Assistant Manager at AIA Singapore

Dear Darius

I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.

Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.

With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).

Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.

You will always be the one whom I will introduce to my friends and family who requires financial advice.

Once again, thank you for the professional service rendered as well as being a great friend!

Client of Darius Tan

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

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

Ms Smarika Chaturvedi

Senior Hr Professional at IAS- An IBM Company

I know Chadrika for more than 5 years now, she is thorough professional and great person to work with. I know her both at personal and at professional level. She has a zeal and instinct which very less people has for their profession. She is a go getter and with very high professionalism. Look forward for a long term association with her.

Client of Chandrika

Selene Liu

Manager

Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.

Client of Catherine Lau

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Ms Meng Hwi

Contracts Manager at Toa Corporation

Jennifer has been my adviser for many many years and she has seen me in my best and worst times. At all times, she has provided me sound professional financial advice based on my needs and circumstances. I trust her judgement and know she always has my best interest at heart. I learnt so much about finances from her too and really appreciate the relationship we have.

Client of Jennifer Kee

Mr Shai

Dj at AOS Collective

I have been friends with Hund for a decade now and he had never try to hard sell me to any policies and insurance. All he offered to begin with was to have a look at what I have to ensure that I was covered as I thought I was. Turns out I wasn't as I had overlooked certain things. Instead of trying to sell me all the major policies or anything that can give himself a higher cut, Hund went through all the policies that believe that would benefit me irregardless of how it benefits him. From then on, I knew what kind of person Hund is, someone who truly care about another person's well being more so than himself.

I would recommend Hund to anybody looking for an FA.

Trust in HUND!

Client of Hund Wong

Ming Loh

Upholding high integrity and transparency, Suet has been a great FA that I go to. Being very detail-oriented and practises active listening, she offers the best advice, and customises the complex financial products to suit my family needs. I never have to buy all the extra coverage. Her genuine care and commitment are invaluable and she is not just a financial advisor but has become a trusted family friend, reviewing my policies to meet the different stages of life. Thank you, Suet.

Client of Yeo Suet Yeong

Ms Yvonne Chew

Homemaker

I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!

Client of Tan Jun Qi

Mr Roger

Product Development Manager at Ascenz Solutions Pte Ltd

Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.

Client of Danny Lee

Mrs Siti Nurainiah Ali

I have been with Derrick for almost 15 years now. From single till married with 3 boys! Now he managed my family insurance. Never failed us with his prompt reply and efficiency. Working with Derrick has been an absolute pleasure as he exceeded all our expectations and continuously went the extra mile to Ensure our satisfaction. He guide us thru and informed us in details on what to do next to make sure we are in the right track. We could not be pleased with the level of service, professionalism and quality we received from Derrick.

Client of Derrick Chee

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

Mr Regner Marlon Cacafranca

Engineer

My wife got a call about Eldershield upgrade. Since she doesn't have one she agreed for the meet up.

Mr Shawn came to our place & explained clearly about Eldershield upgrade. I then asked him about personal accident insurance and any investment recommendations.

What I like about Mr. Shawn's recommendation is that it's not limited to 1 insurance policy. He presented to me the 4 best policies based on cost and benefit. From there, I get to decide on my own which one suits my needs.

On the investment side, he presented an overview of the 10 year plan, the breakdown of payments and potential gains over the years.

All in all Mr. Shawn showed a very professional assessment of financial products and is very accommodating in all our queries.

Client of Shawn Koh

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!