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.

Mr Herman Rahoam

Creative Lead For Tiong Bahru Bakery at Spa Esprit Group

After staying away from any Insurance Agent for years, I can’t escape from this one. Eeks is different in her approach. Aggressive at a substantial amount and precise when it comes to answering. Most importantly, she provides a bed of comfort when I’m in doubt or need some clarification. Reliable and always there when you need her. And when you’re about to forget about her, she will butt-dial you to make her presence known. Jokes aside, I trust her opinions and intuitions and will put my money on it.

Client of Eeks Lim

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Mr Eric Lim

Director at Hwa Heng Group PL

I had an excellent experience working with Jaricson as my financial adviser. He took the time to clearly explain all the options available and made sure both my wife and I fully understood what we were purchasing. He is patient, knowledgeable, and genuinely cares about helping his clients make the right decisions for their future.

We purchased insurance policies through him, and the process was smooth, transparent, and stress free. Jaricson was always responsive to our questions and ensured that everything was tailored to our needs. I really appreciate his professionalism and the peace of mind he has given us.

Highly recommended for anyone looking for a trustworthy and reliable financial adviser.

Client of Jaricson Chan

Ms Jean Ong

Client

I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.

Client of Yvette Yap

Ms Glenys Yin

Senior Consultant at Hays Specialist Recruitment

Tiac Pin is a dear friend and a fellow bowler (a very good one!). He is a friend that you can always count on when you need help and he always goes the extra mile. His reliability was something that gave me confidence to leave my financial portfolio in his hands. Prior to Tiac Pin, I already had policies with other agents. But he took the time to review and studied the gaps in my policies even when he did not need to. You are in safe hands if you are working with Tiac on your policies!

Client of Ng Tiac Pin

Ms Lee Chau Min

Production Manager

我的经验、让我不会对年轻人或朋友抱信心、因为我试过向他们买保险、之后他们都转行了！多年后的这次、是在好奇心的驱使下、也抱着很久没听到什么最新的保险消息了、就当听听来长知识也罢、又可以不买所介绍的保单为前提、接受了这位朋友小妹的邀约！从一开始了解状况、到讲解现在所需、还能分析不同公司保单的利与弊！她让我好意外！年纪轻轻的她、竟然能够那么从容不迫地让我更容易理解、让我知道现在的我需要什么保障等等！哇！很羡慕这位年轻人的魄力！我只能说、这位小妹是前途无量的！能够把老来生活规划交给她安排、我很放心！！

Client of Olivia Loo

Ms Quah

Artisan

Ms Ida, my insurance agent do deserves a round of applause for her dedication to ensure me that I am well-covered and informed about my policies and always has the patience in giving me a clearer picture when I am in doubt. Because of her commitment, I have changed all my policies to be under her. 😀

Client of Ida Ahmad

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Kuah Rui Han

Mrs Joan Lui

Senior UIUX Designer

Finance has always been something I avoid because it feels too confusing, but Adeline really helped me understand things in a much simpler way. She is patient, genuine, and always willing to explain without pressure. Thank you for guiding me through my financial journey and making it feel much less intimidating.

Thank you Adeline! :D cheers

Client of Adeline Low

Ms Dex

Secretary

Cheryl is always available whenever I need to talk to her. She listens, ask open-ended questions and encourage discussion so that she can understand my needs /concerns better. She always provides objective and professional advises which is important and essential for any short or long term planning. This gives me a clearer picture on expected, realistic and gaps.

Client of Cheryl Huang

Mr Thomson

Procurement

I knew Derrick Chee few years back when I first moved to Singapore. And I felt it was the time for me to plan for my Insurance. Derrick is a very patient and met me few times to understood my needs and short & long term plan before recommending the correct insurance product. I am glad to trust my financial plan and could have comfortable coverage with his plan suggestion.

It was pleasant and definitely recommended financial and insurance advisor Derrick Chee.

Client of Derrick Chee

Ms Cassandra Goh

Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!

Client of Danny Lee

Ms Regine Khor

- at -

Very responsible, very caring, excellent service

Client of Derrick Chee

Mr Lok

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including making a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Client of Grace Lee

Ms Joanne Chan

I just want to commend Joleen for her exceptional service that she's doing for her clients on their needs. Joleen is very prompt answering my questions and concerns and she posses excellent knowledge to get matters resolve quickly. She have a winner's attitude in her and I appreciate that she takes her clients' need seriously and I'm pretty sure she's a valuable member of her team.

Client of Joleen Peh

Mr Ken Ng

Assistant Manager, Events and Marketing

Henry has been my financial adviser since 2016, and I don’t think there’s any other FA out there who is as committed and responsible as him. Throughout these years (and ongoing), he has recommended me policies that are not only beneficial to me but also catered to my individual needs, while providing sound advice on any question that I might have on other financial matters.

He also does a yearly policy and financial planning review to ensure that my financial goals and medical coverages are aptly met.

On top of that, he also did complimentary Estate Planning (Will drafting) for my parents in 2023! He waived the charges and we did not pay a single cent. This shows a level of commitment to go above and beyond for his clients which is highly commendable.

Client of Henry Ang CS

Mr Toh Jun Hao

Engineer at Siemens

Was gaining interest in Investments and I happen to know that Shawn is in the industry. When approaching him for his advice, am glad that he was not hard on his approach. He made sure that I understood the concepts of investing and adequately warned me of pitfalls of this method of wealth accumulation. He honest route of advisory is what assures me that I have found the person to assist me in my wealth accumulation needs. To top it off, his belief in active management of my invested monies helps me ensure that I am on track to achieving my goals. Recommending to everyone who is looking for a structural ,consistent and predictable way to compound wealth.

Client of Shawn Koh

Mr Lim Jian Siang

Engineer at Skyworks

What I appreciate Shawn is his professional work ethics when I am engaging him for his services. His no-nonsense approach makes it easy for consumers like me in arriving at a decision when I am planning for my finances. Thanks to Shawn, I am assured that all my queries are answered with clarity and I am given the best possible options after he made the necessary comparison. Also, what I greatly appreciate is that he is well versed in his product knowledge as well as the way he logically explain what is the best approach when planning for coverage and wealth accumulation. Highly recommend to everyone who values comparison and a straightforward way in acquiring your needs.

Client of Shawn Koh

Mr Sean

Material Executive

Kimberly is a great person with great character and has client's best interest at mind. I am grateful for her thoroughness and time spent to make sure my needs are well covered. She is highly committed to her profession, and I have no reservation recommending Kimberly to any of my friends and family.