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 Nw

Cabin Crew

The session I had with Aaron was very informative and insightful. He has clearly explained the different type of risks, and the different policies applicable. He took the time to help me analyze my current policy, and how my current policy is in comparison. He clearly explained term and whole life plans, which I wasn't sure of hence it has definitely increase my understanding. Using simple-to-understand charts and numbers, he has better my understanding of the different type of policies available, and how they can benefit me for my present and future. I like that he took the time to present this session with a digital write pad and presented the information that is specifically catered for me. Overall, the session has definitely helped me with my understanding, and I am able to know what i don't know when it comes to policy and planning. I was able to explore better options through his session, and better understand where my current state of planning is.

Client of Aaron Chua

Mr Dhillon

Sean is an extremely patient and reliable advisor

Client of Sean Neo

Ms Nur Asrina

Global Ticketing Support at Delta Air Lines Inc

Approachable and explained clearly when asked regarding claims. Keeps me updated with the latest information. Very professional and replies promptly.

Client of Ahmad Syauqi

Ms May

I always knew I needed life insurance, but the options were overwhelming. Eugene didn't just sell me a policy — he educated me. He explained term vs. whole life in plain language, asked smart questions about my family's future, and never pushed a product that felt wrong. I now have a plan that gives me genuine peace of mind. If you want a broker who puts your understanding first, go with him.

Client of Eugene Low

Ms Caroline Rozario

Associate Director, Marketing at IT company

Li Zhen has been my financial advisor for over two decades now, since my 20s. She’s guided me through every major life stage, from being single, to getting married, raising my now two teens, and now planning for retirement in the next decade. Her steady guidance and financial expertise have been invaluable at every turn.

What I truly appreciate about Li Zhen is her patience (even when I forget and ask the same questions again!), her responsiveness, and her ever-present smile. She genuinely cares not just about my finances, but about me and my family’s goals and dreams.

Thanks to Li Zhen’s thoughtful advice and long-term planning, I’m now looking forward to retiring within comfortable means and for that, I’m ever grateful. I couldn’t imagine navigating this financial journey without her.

Client of Khoo Li Zhen

Ms A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Ms Amelie Tan

Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!

Client of Tynn Lim

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

Ms Joanna

Glad I chanced upon the FB ad that directed me to Shawn. He is very professional, very accommodating with my busy schedule and superbly patient in listening to my thoughts. He portrays a genuine interest in me as a unique individual and he is always "on my side" rather than being more interested in closing any sales.

Whenever we meet, I seem like I'm his only client and never in a rush to finish up a discussion. At events, he always make sure I'm "taken care" of. Super satisfied on his authentic service and professionalism.

Client of Shawn Koh

Mr Wong Kok Seng

Technician at SIA Engineering Company

after meeting him for explanations, he knows his work well. after listening to his clients, he understands what his clients want. He shared his experiences.

Client of Roger Lim

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

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

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Ms JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

Mr Sim Chen Toung, Lau Hooi Wen

Engineer, Accountant

Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.

Client of Jennifer Tey

Ms Nurasmin

Document Controller

Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!

Cheers, Nura

Client of Cheryl Huang

Mr Srikanth Gopalaswami

I wanted to get the right medical insurance coverage in Singapore that was appropriate for me. I was looking for a reliable, knowledgeable, efficient and experienced person to guide me to match the right insurance policy for my needs as well as take me through the process to get me medically covered in a timely manner. Elden Wong was recommended to me and he definitely met as well as exceeded my expectations for a customer oriented insurance and financial adviser to take me through the process from start to finish. Elden was very patient and first listened to my wife and me to better assess our insurance needs and financial considerations for the right policy. He also informed us of the pros and cons for the various policy instruments vis a vis our requirements and also brought his own experience to bear in his recommendations. He understands that a customer is satisfied if his needs are well matched along various dimensions: coverage for various medical criteria such as current personal health and requirements, insurance policy price, breath of hospital choice, etc. He presented the various policy and insurance company options and explained the benefits and any limitations. Once we had decided on what was the right policy for me, he then moved quickly to execution mode and worked closely with me to get the paper work done, arranging for medical check up appointment and just working the system to get the medical insurance policy approved and finalized in a timely manner. It was a pleasure working with Elden and I not only found him efficient and effective but he was also quite personable to work with.

Client of Elden Wong

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Mr Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Ms Gloria Chee

Alan is able to answer all of my enquiries. I am impressed and feel safe in the advice that he has offered me, not forgetting his rich knowledge in different types of product with different companies. He also patiently explained clearly about the insurance that he is offering me, letting me be clear about my needs and the things that I am buying. Alan also gave me a sense of security and responsibility in handling my portfolio, keep up the good work!