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.

Ms Tan Fanghui

Sales Ops

Many thanks and much grateful to Ruihan who has helped me so much in taking over and handling my hospital claims so well! Thankful for the availability and dependability that Ruihan really provides! Ruihan also gives me sound advice on my policies and claims and this allows me to have a peace of mind and to make wise life decisions.

Client of Kuah Rui Han

Ms Aelis Seah

Asst. Manager

It’s clear that Derrick worked very hard to find the best value for our personal insurance, even in spite of the fact we had some unusual circumstances. He was extremely patient and informative. He completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been. Thank you for these 14 years & many years to go.. Thank you!

Client of Derrick Chee

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 Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Mr Iskandar

Engineer

Yvette was easy to work with, her communication was also excellent as well. She offered sound suggestions that added to the quality of each of our plans. Because of this, we were able to upgrade our hospital plans to a better plans.

Client of Yvette Yap

Ms Leeann

Executive

I have not regretted having Derrick handle my policies for my whole family. He understands and recognizes our insurance requirements accordingly, and does not just recommend standard plans. He is knowledgeable, friendly and ready to help. I would not hesitate to recommend him to anyone. Thanks Derrick!

Client of Derrick Chee

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

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Mr Kelvin Tay

Assistant Manager at Gov Sector

I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future.

Client of Alfred Seng

Janice Tsai

Musician

Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.

Client of Willynn Soh

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 Chee Sin

I bought insurance through Jaricson, and I’m very impressed with the way he guided me through the whole process. He took the time to understand my needs, explained everything clearly, and made sure I felt confident in my choices.

Jaricson is professional, patient, and genuinely cares about his clients. I truly appreciate his advice and support, and I would highly recommend him to anyone looking for a trustworthy and reliable adviser.

Client of Jaricson Chan

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

Mr Roslan Maarof

Semi-retired

Rui Han gave a comprehensive and sincere review of all my insurance policies. He gave his professional opinion and made suggestions on what I could consider to optimise my policies, based on my current status and future plans. As Rui Han is not bounded by a single Insurance company, his advice is non-biased and no hardselling. This is exactly what I am looking for. I will definitely recommend him to friends that need a non-biased review and advice on their insurance policies.

Client of Kuah Rui Han

Ms Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Client of Sean Neo

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

Ms Ong Shi Ming

Operations Executive at Eatigo

My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)

Client of Kuah Rui Han

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

Charles

Project management

I got to know Sean through a friend and I was interested in the investment he was introducing at the time.

He is very friendly, patient and approachable. When I wanted to know more about the investment products he was more than willing to share the information. Dedicated and professional to his job.