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.

Darwin

Lo, it is said of Pauline, that she is as a vigilant sentinel over the well-being of her clients, a steadfast guardian against the uncertainties that beset the mortal journey. Her wisdom and diligence in the care of this family’s insurance needs have been as a beacon of light in the labyrinth of earthly concerns.

Indeed, her counsel is likened unto a balm for troubled hearts, and her tireless efforts a fortress of assurance. She hath labored with patience and dedication, and her works bear witness to a spirit of excellence and devotion rarely seen. To speak of Pauline is to speak of one whose hands build trust and whose heart inspires confidence.

Blessed is her stewardship, for she hath been unto this family a guide and a protector, tending to their needs with care most faithful and exceeding grace. May her days abound in prosperity and joy, and may the fruit of her labors be as abundant as the harvest in season.

Thus, it is said, Pauline is cherished and her name remembered in gratitude, for her service is a blessing to all she serves.

Client of Pauline Lau

Ms Joyce See

Digital Marketing Manager

Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.

She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)

We're thankful and we know we're in good hands.

Client of Cheryl Huang

Dr Jeremy Peter

Dental Surgeon

William has been managing my account for many years. I've known him for a very long time.

William seeks to understand us before even proposing anything. And he's knowledgeable too. I find him to be trustworthy and he genuinely has our interests at heart. Presently he handles my entire family's portfolio.

Client of William Seah

Mr Brijesh Kumar Shukla

Vice President at JPMorgan Chase Bank

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019

Client of Chandrika

Mr Karl Gan

Writer/Producer at Verite Productions Pte Ltd

Serene Seah is a joyful, diligent, intelligent, driven and resourceful financial advisor, who will go above and beyond to assist her clients with their financial needs and goals.

I’ve been her client since late 2017, and we have worked together on covering my insurance needs including for life plans, accident, hospitalization, terminal illness, disability, additional care, savings plans, and investment. I have very specific needs and risk profile — Serene understands that and tailors her products to meet my decisions and choices. I am very particular about what to invest in and does my research before entering a policy; Serene has shown how good she is by focusing her recommendations on what I prefer and not what she wants, which is what some other advisors do, to their detriment.

Having a good financial advisor boils down to research and the relationship, and because Serene and I have a friendship that goes back over a decade and she always listens to my needs, I am very happy to call her my advisor, and will listen to her recommendations because I know that she will always have my best interests at heart.

Client of Serene Seah

Ms Suruchi Arora

Product Manager at Biotechne

I would like to recommend Josselyn as an Finanacial Adviser who not only prioritizes their clients' needs but also goes above and beyond in fighting for their claims. With Josselyn, you're not just getting a dedicated professional but a true advocate who works tirelessly to ensure that your needs are met and your claims are handled with utmost care and efficiency. Josselyn exemplifies what it means to be customer-centric, understands their needs and recommends what is needed.

Client of Josselyn Lee

Mr Roslee

Supervisor

Weiqi stands out as an exceptional insurance agent. Unlike other agents I’ve encountered, he didn’t disappear after making a sale. Even after purchasing insurance products, my previous agents became uncontactable. However, Weiqi was there to assist me. Not only did he address my concerns, but he also helped me to generate profits from my investments. I’m immensely grateful to him for enabling me to secure a larger HDB. Thanks to Weiqi’s dedication and expertise, my financial future looks brighter than ever.

Client of Ong Wei Qi

Mr Guo

Project Manager

When I met Yvette, I knew that she is different from other advisers whom I have came across as she takes the time to understand my financial situation and able to address my concerns and needs for myself and my family members.

I’m truly thankful for Yvette’s patience, she spent hours of time to analyse and gave me detailed and full explanation on the different types of plans from various insurers.

Her being approachable has made a significant difference, and I feel confident knowing that she have my best interests at heart.

She is also prompt and attentive to post sales matters.

Client of Yvette Yap

Jun Nan (ex Andrew Lee Unit)

Customer Experience Management Lead at NTUC Income

I was introduced to Andrew via my servicing advisor Tynn, whom knew I was keen to explore more opportunities and grow my career. When I first met Andrew, he was like this big brother who seemed to knew the emotions, challenges and wants that I had at the point of time. He listened and shared his own experiences as well. He knew that I was not able to give my full commitment as I still had my day job but all he wanted from me was to meet the necessary requirements and give my best. Through the days as a member of the Andrew Lee unit, I was very blessed to have exceptional team mates and seniors that gave their advice and support to the upmost. Andrew and Tynn also constantly kept me in touch of the latest launches and changes to the products so that I could catch up on it during my own time. The targets that were set for me were reasonable and it was set for one reason, for me to gain extra income and Andrew had no qualms about it. In fact he respected it and helped me out with a lot of the materials that I could use. Work hard and play hard was his motto. We enjoyed trips and retreats to recharge ourselves and bonded better with the members. Andrew was very keen to make the unit a successful one and he worked doubly hard as much as his members to ensure that it happened. I had learnt a lot from him and the way he presented himself was a true professional. Till today, even in my corporate job, I am also preaching the same habits that I learnt from Andrew. Even though my stay within the unit was over, he kept in touch frequently to be sure that I was doing well. That was just how much he cared. It was truly a great honour to be part of this family.

Client of Andrew Lee

Mark n Corinne

Retired

We have both had the pleasure of dealing with Dennis and Pauline for some years now - and have nothing but praise for the standard of care received. Professional, meticulous, client-centric and honest in their advice and recommendations. They will go the extra mile for us and are ever patient and clear in their explanations and guidance. We have benefited from the guidance and service received and have no hesitation putting them forth to family / friends. Also impressed with their efforts to give back to society with the work they do to help the less fortunate with financial planning matters that speaks of a genuine interest in the welfare of others that is most commendable and speaks volumes.

Client of Dennis Chiu

Ms Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Cleve Wong (ex Andrew Lee Unit)

Client Management at Aviva Ltd

I first joined the financial services sector in Jan 2010 - it was with Synergy. Being totally new in the industry, I required plenty of guidance and training. Andrew has been providing strong support since day one without fail. He is extremely giving when it comes to sharing knowledge and important concepts, and you can tell this is because he a firm believer of the work that he is doing. Many times, I would be inspired by his driven work attitude, and that kind of motivation was exactly what I needed as a new advisor. In addition, Synergy is such a dynamic platform. They have focus groups comprising of highly experienced individuals providing the best resources to us. Processes are constantly and routinely being improved and streamlined to improve the effectiveness of its goals towards its customers, and the efficiency of its advisors. Many times, I had thought to myself that Synergy is the right company for me simply because it is always on the leading edge - always improving and evolving. The knowledge and work attitude I have learned from Synergy and Andrew have proven deeply valuable to me in this industry. I am certain that Synergy will continue to grow and prosper. Cheers to Andrew - to continued good health and success!

Client of Andrew Lee

Mr Fithrin

Technical Officer at Tuas Powers

Great job as always. Very informative very direct. Gives you honest advice. Thumbs up. Great as always!

Client of Garrick Lin

Mr V

Events Experience Manager

Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that I like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statistical reference and case study to aid our decisions which I will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.

Client of Aaron Chua

Mrs Angeli Soriano-Gojo

Entrepreneur at Lighthouse Group

I’ve had the privilege of working with Nova as my Relationship Manager in Singapore, and she’s truly amazing at what she does. She’s been in the industry for years, so you know she has the expertise, but what I appreciate most is how she genuinely looks out for you. She takes the time to understand your goals and find ways to make them work for you. She also updates me month-on-month on the progress of my accounts, which makes me feel secure and in control. If you ever get the chance to work with Nova, take it, your finances will be in the best hands.

Client of Nova Lontok

Mr Ang Kok Hwa

IT Director

I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan.

Client of Roger Lim

Mr Richmond Wee

Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.

Client of Eva Tan

Mr Jerome Loh

Financial Analyst at Bloomberg

April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.

Client of April Lim

Mr Yeo Xiang Ming

Project Manager at Feng Plumbing

Good Knowledge with her policy….

Client of Eva Tan

Ms Tan Siew Hoon (Yvonne)

Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd

I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.

In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.

Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.

I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.