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 Diane Lo

Civil Servant at Civil Service

Serene is a long-time friend (since JC days) and a wonderful financial advisor. As a friend, she gives of herself 100%, is sensitive to others' feelings and dedicates herself to helping and cheering on her buddies. She serves her clients just as she would for her close friends and this is the kind of relationship i cherish from her, not just in our personal but also professional circles. As my financial advisor, she is sensitive to my needs, customises plans accordingly and always watches out for my interests. She is genuine and authentic in how she treats people, constantly seeking to serve, uplift others and our financial situations. I love that our relationship is genuine, built on care and trust!

Client of Serene Seah

Mr. Raphael Reich

Managing Director at Dejavu Agency

I've had the pleasure of knowing Maeva for several years and during that time she has taken great care of all my insurance needs with her meticulous approach, friendly and approachable manner, and her solid and invaluable advice based on her wealthy experience in the business and because she is a very honest and caring human being.

Client of Maeva Huang

Mr Chuen Hee

Pilot

Resourceful and fast to re-strategize with changing client objectives.

Client of Agnes Lim

Mdm Pam

I engaged Elden when my investment portfolio was underperforming and losing value. Since taking over, he has not only turned things around but also delivered consistent gains with a clear strategy.

What I appreciate most is his patience and calm approach — never rushing decisions, always explaining market movements and options in a way that’s easy to understand. His deep knowledge of market trends and long-term strategy has given me confidence and peace of mind.

If you’re looking for someone who genuinely cares about your financial goals and knows how to navigate uncertainty, I highly recommend Elden.

Client of Elden Wong

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Mr Vincent Shanmugam

Teacher

Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.

Client of Roger Lim

Ms Junko

Never have I ever met an insurance agent like Mr Siah. Unlike most insurance agents, he has extreme patience in making sure you understand what you are buying into. It also brings me great assurance to know he is just a phone call or text message away.

On a more personal front, he has a remarkable personality as well. His frank and forthright nature makes him suited for his current role as a financial advisor. His humorous personality makes every meeting joyous and pleasant.

Client of Siah Zhen Quan

Ms Katherine Goh

Assistant Manager - Finance & Treasury

Carol is very trustworthy and provides excellent service whom genuinely cares about our best interests in mind. I feel very comfortable with Carol as she is not pushy and does not pressure you into buying something that you do not need. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes their work seriously.

Client of Maeva Huang

Mr Haikal Roslan

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Mr Kook Liang

Retiree at NIL

Brandon was my agent for nearly a decade now and I am grateful for his financial guidance. Thanks to Brandon's expertise and dedication, I am now enjoying a happy and worry-free retirement.

What sets Brandon apart is his sincerity and honesty. He has always put my financial well-being first, providing me with sound advice to secure my retirement goals. He is not afraid to tell me when he is unable to meet my investment returns for some years, which I feel is missing in other agents I dealt with. I am glad that I could count on him to update me, even if it’s bad news.

I recommend Brandon to anyone seeking a trustworthy and skilled financial consultant. He has been an invaluable partner in my financial journey, and I am confident he can do the same for you. Congratulations on attaining new heights in your career, Brandon!

Client of Brandon Lee

Mr Donny Wee

Sap Consultant at DW Consulting Pte Ltd

I have known Derrick Chee from the 1st policy I bought. He was meticulous in his attitude towards my well being and needs. Derrick is a dependable agent whom I can text to check out my queries. He was also able to goldfind similar products for a lower premium, bring more value to my policies. I am honoured to know Derrick has my back. Tireless agent, caring bro.

Client of Derrick Chee

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Mr Benson Lee

Project Specialist at Vortex Corporate Management Pte Ltd

I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.

What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee

Client of Eva Tan

Me Vigneshwaran Konda Ramadoss

Financial Advisor Mr. Hanwei has suggested the tailored term insurance plan and health insurance plan. He is very patience, can able to accomplish the task at all stage. Highly recommend.

Client of Law Hanwei

Ms Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

Ms Cindy Lim

It has been a great experience with Jayne. She has been patient and consideration of my needs. I hope we could do more sharing in the future.

Client of Jayne Kwok

Mr Boey

I initially wanted a simple savings plan, something that could beat the banks interest rates. My friend introduced me to Roger and lucky for me, he shared with me some strategies and products that not only managed to hit my desired interest rates, I am also able to have passive income from it. Roger is a very frank, sincere and honest individual and I would definitely recommend him to my close friend for financial planning and their savings needs. Thanks Bro!

Client of Roger Lim

Ms Chin Lai Fong, Anne

Retiree

I have had the privilege of having Serene as my financial advisor for more than five years, and I couldn’t be more satisfied with the experience. Serene is not only a true professional but also a genuinely warm, caring, cheerful, and helpful person.

Her extensive knowledge of financial products and her ability to explain complex plans in simple, understandable terms set her apart. Serene always takes the time to share detailed insights into the plans she recommends, patiently addressing every query and concern with clarity.

What truly impresses me is her dedication to follow-up after the procurement process. She ensures we have the necessary access and documents, and for those who are less tech-savvy, she goes the extra mile to help set things up. Her proactive approach and attention to detail are unmatched.

I recall a specific instance when I had concerns about market conditions. Serene responded promptly, addressing all my anxieties and thoroughly explaining the situation to provide reassurance. Her ability to offer timely and thoughtful support is something I deeply appreciate.

I highly recommend reaching out to Serene for any financial advice. She combines expertise with genuine care, making her an exceptional advisor who is truly invested in her clients' well-being and success.

Client of Serene Seah

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.