Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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 Chloe Tan Wing Xian

Accountant at Robert Half International

Thank you for his your patient assistance during the state of confusion. JJ is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and he explains everything in very details. I would recommend JJ to any of my friends.

Client of Chan Jun Jie

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Ms Sharon Tay

Manager, Hr Talent Acquisition at Marriott International

I have known Danny for awhile now and has entrusted my personal insurances to him not too long ago. With his vast knowledge, customer-centric mindset and reliable, he was able to curate personalized plans that would meet my needs in the long term basis.

It would be safe to say that I am in good hands to have Danny being my dedicated Financial Adviser.

Client of Danny Lee

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Mr Keith Lim

Product Manager

Had some idle cash and did not want the value to erode due to rising inflation. Sought out Shawn's advice after sharing my parameters and my expectation.

He was patient throughout our discussion and offered various options that fits best what I am looking for. His ability in simplifying confusing jargons into understandable terms makes it relatively easy for me to make decisions. It helps when Shawn is an independent advisor as his neutral stance will eliminate biasness in his recommendations.

I recommend him to people alike who are also looking for vehicles to grow your wealth in a consistent and predictable way, at the same time who value independence.

Client of Shawn Koh

Mr Roger

Product Development Manager at Ascenz Solutions Pte Ltd

Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.

Client of Danny Lee

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Mr Joe Leong

Head Chef at Sonder dining

Hund has been my advisor for 4 years. He was highly recommended by my wife and I am grateful for all his help thus far with various policies and claims. He often provides useful information to help me understand the policies that I need to have to better protect myself. Hund is always prompt in assisting me with any issues I had with my policies and especially when it comes to claims. My claims are usually processed quite efficiently and if there are any delays, I am always updated. I have had pleasant experiences so far and it is great that Hund does not hardsell but instead, listens and advises me on what is most suitable for each phase of my life. He has also help me and my family with the claims and always follows up with a sense of urgency .Hence, I would highly recommend Hund as an advisor.

Client of Hund Wong

Mr Cedric Beltrame

Account Director and Manager of Sales at hexagon

Gem helped me define the best investment strategy for my long-term goals, including saving for my kids' education and my own retirement. She also provided guidance on insurance products to complement my investment plan.

Gem's patience is invaluable when navigating the various forms required for investment. She also stays on top of upcoming policy renewals, ensuring I don't miss anything important.

The Singapore market is dynamic, with frequent mergers and acquisitions. Gem's expertise helped me track my investment accounts across different institutions, ensuring they remained aligned with my initial objectives for risk tolerance, timeframes, and portfolio diversification.

If you're looking for a trusted advisor who can guide you through investments and insurance, Gem Huang is the person to go to!

Client of Gem Huang

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

Emer & Jiajia

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!

Client of Dennis Chiu

Mr Meng En

Cyber Security Engineer at ST Engineering

Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.

Client of Jason Choo

Mdm Ho Koh Him

Full Time Home Maker

Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.

Client of Edward Shee

Ms Chloe Chan

Admin Manager at SMU

Well-combed hair, long sleeve shirt, and a briefcase – a typical financial advisor, that was my first impression of Darius. Darius inherited my portfolio when another financial advisor (FA) left the industry, and we met up to sign the paperwork to finalise the transfer.

After being my agent, we meet up about once a year, when my policies are up for renewal. Darius would go through my policies with me then, and after one year, I would have forgotten many details. Long story short, Darius pleasantly surprised me by always being extremely patient and re-explaining things. Additionally, he did not give me the feeling that he was putting up with my questions because I am the client and genuinely answered my queries.

Darius took the time to understand my needs and concerns, and though this is something that all FAs do, Darius did it with professionalism and kindness. No concern was taken lightly no matter how inconsequential, and no judgement passed.

He planned my portfolio not to give himself the best commission but to give me the best value and growth. He made sure that all my concerns (no matter how small) are addressed. There’s a saying that “Talking about money spoils a relationship”, well that is entirely not true with Darius. Darius changed my impression of FAs, and he truly is a gem in the industry.

Shine On Darius!

Chloe -

Client of Darius Tan

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Li Xueqing

April is truly helpful and trustworthy. She recommended possible plans based on my needs and answered all queries of mine with great patience and efficiency. April is really responsible and responsive. Much appreciated!

Client of April Lim

Ms Joanna Huang

Asst. Mgr. at Mandai Wildlife Reserves

Marvin is very patient to explain till you understand any complicated technical jargon. He povides honest and objective advises based on client's finanicla status and will not hardsell products for self-interest purpose. Glad to know and have him guiding along this financial planning journey.