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 W.B Koh

Self-employed

A conscientious and affable individual, Mr Wong has gone above and beyond in his duties and it was a delight to have him as my agent.

Client of Hund Wong

Ms Regine Khor

- at -

Very responsible, very caring, excellent service

Client of Derrick Chee

Mr Haroy

I would like to express my heartfelt gratitude for the exceptional care and support Yvette have provided to both my wife and me. Yvette has been an incredible help in managing our policies, always going above and beyond to ensure everything is in order. Her professionalism and attention to detail have brought us peace of mind.

On a personal note, I deeply appreciate how thoughtful she was in taking the time to visit my wife after treatment with the gifts you brought —truly a reflection of the care and compassion you consistently show. Her kindness has made a world of difference in her recovery, and we are both truly grateful for your unwavering support.

It's rare to find someone who truly cares about their clients' long-term well-being, and we are lucky to have had Yvette by our side through it all. Thank you for her continued care and exceptional service.

Client of Yvette Yap

Jenny Kam

Educator

I have known Tiac Pin since he was a teenager. He has always been sincere, diligent and having a heart of gold. One who doesn't hard sell, he makes admirable efforts to understand your financial needs and from there designed a range of products customise to your needs. From my interaction with him, it is evident that he upholds the belief of " Through work achieve success" and strives to serve his clients with pride and profound knowledge. Strive on TP, you certainly have what it takes to be an outstanding financial advisor.

Client of Ng Tiac Pin

Ms Chai Yen

Customer Service Representative (order Processing)

Jia Min is polite & easy going for my 1st appointment with her. She went though the whole process with me patiently & guided me through along the way. She is very professional & I can see that she is proficient at what she is doing. It is very nice having someone like her to help me to have better understanding about my net worth & what choices I have to better reallocate my resources ☺️

Client of Teo Jia Min

Mr Cedric Wee

Assistant Manager at Fullerton Healthcare Group Pte Ltd

Linda is a very dear friend of mine cum my financial adviser for many many years... She is very trustworthy, understanding, responsible and well-versed in all matters including financial counselling, recommendation of insurance products, updating the latest trends/news in the Singapore insurance market etc etc. She is also very patience in handling all types of enquiries that I gave her and she will made the effort to go extra mile to get the answers for me without me calling the different parties for the answers that I am looking for. Hence, my appreciation towards you is much greater than these words. Keep up your dedication and hard work, Linda !!!

Client of Linda Quah

Haikal

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Mr Mark Toh

Legal Counsel at Equis

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Client of Pauline Lau

Yana A.R

Willynn has been instrumental in helping me get clarity and control over my finances. Her guidance is thoughtful, practical, and tailored to my goals.

I used to feel overwhelmed by financial planning, but she made it simple and approachable.I trust her completely and would recommend her to anyone seeking peace of mind and a solid plan for the future.

Client of Willynn Soh

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Ms Diane Lo

Civil Servant at Civil Service

Serene is a long-time friend (since JC days) and a wonderful financial advisor. As a friend, she gives of herself 100%, is sensitive to others' feelings and dedicates herself to helping and cheering on her buddies. She serves her clients just as she would for her close friends and this is the kind of relationship i cherish from her, not just in our personal but also professional circles. As my financial advisor, she is sensitive to my needs, customises plans accordingly and always watches out for my interests. She is genuine and authentic in how she treats people, constantly seeking to serve, uplift others and our financial situations. I love that our relationship is genuine, built on care and trust!

Client of Serene Seah

Me Vigneshwaran Konda Ramadoss

Financial Advisor Mr. Hanwei has suggested the tailored term insurance plan and health insurance plan. He is very patience, can able to accomplish the task at all stage. Highly recommend.

Client of Law Hanwei

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Mr Jeremy Lim

Prompt, reliable & efficient. Blessed to have you managing my portfolio bro.

Client of Qaiser

Ms Hg

Andy has been such a great adviser and help. He gave timely reminder on policies renewal and gave me ample time to consider as to whether to renew or revise my plans which I really appreciate since I have 2 young kids and we cannot not find this type of service else where. He also gives me update should new / better plans have been rolled out. His product knowledge are great and is very hard working! He always always took the initiative to help me above and beyond. I am very grateful to have a great adviser like him. Highly recommended!

Client of Andy Seo

Dr Jared

Assistant Professor at Singapore Management University

Alvin has been my financial advisor since I was doing my PhD before I had a family. He is knowledgeable and dependable. He helped with all of my needs, from the most basic of issues like travel insurance, to complicated matters like getting coverage for my son who was hospitalized at a young age. Alvin helped me through all my significant life stages and revisited my coverage requirements each time as my family grew and as I upgraded my housing. Highly recommended, not pushy at all. Thank you Alvin!

Client of Alvin Cheo

Ms Maureen

Nurse

Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!

Client of Teo Jia Min

Ms Felicia Ee

Graphic Designer at Olympia Diary (S) Pte Ltd

Key words to describe Derrick. 1) Patience 2) Meticulous 3) Approachable 4) Professional 5) Responsible 6) Trustable and the list continues on... He always understand my needs before proposing the right plan for me. With layman explanation, I’m able to understand the complexity of policies with a breeze. Thou he shouldn’t do this but still every year without fail for the past over 10 years plus, on my birthday and other festive time, he will send his warm greetings to me... To conclude, I feel secure to know that Derrick surely will be around when I require his assistance at my lowest point of life!

Client of Derrick Chee

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I'm friends with Ewald for more than 15 years. He is always dedicated to his job and takes it seriously. Whenever I have queries, he will patiently explains it to my full understanding. Ewald shows that he cares and tries his very best to accommodate.

Client of Ewald Teo

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.