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.

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Jacob

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Client of Derrick Chee

Mr C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

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. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Ms Ser Jean

Assistant Brand Manager at Procter & Gamble

April’s genuine concern for her clients is shown through the patience and care she takes to explain policies to them in detail. The passion she takes to her job and her level of knowledge towards her work is unquestionable and instills confidence in us that she is making decisions in our best interest.

Client of April Lim

Mr Dennis Tay

Marketing General Manager

Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated!

As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of.

Client of Teo Jia Min

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

Ms Cordelia Koh

Reinsurance Technician

I have known Harris for over two decades, and throughout this time, he has consistently demonstrated integrity, professionalism, and genuine care for his clients. What sets Harris apart is not just his technical knowledge, but his patience in explaining complex financial matters in a way that is easy to understand. He takes the time to understand individual needs and always recommends solutions that are practical and aligned with long-term goals. I have full confidence in his advice and would not hesitate to recommend him to anyone looking for a trustworthy and dedicated financial adviser.

Client of Harris Mak

Ms St

Marketing Manager

I have met Shawn through my friend in Singapore. Previously was studying in Singapore, and was encourage to take up Health Insurance to ensure that I am properly covered against massive medical bills. With his advice and thorough comparison, I was able to select the most suitable health insurance coverage for myself. For that, I am thankful for Shawn's services. He will be the go-to person should you need personalised financial advices.

Client of Shawn Koh

Mr Shen Lin

Po at NTU

Sincere and responsible

Client of Ng Tiac Pin

Mr Arifeen Kamaluddin

Manager

A good agent where he has good knowledge of products he promotes and listen to his clients patiently.He is humble and willing to learn more.

Client of Chan Jun Jie

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Ms Geraldine

Specialist at Schroders

Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.

Client of Kuah Rui Han

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

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

Mr Edwin

I am impressed by Ewald's work ethic from the get-go. He made the entire insurance process seamless, clearly explaining every option and ensuring I had the best coverage for my needs. He is prompt with his responses and would go the extra mile to make me feel like I am taken care of. Really glad I found him and highly recommend to anyone seeking a peace of mind and excellent service.

Client of Ewald Teo

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!