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 Sia Hiong Hoon

Commodity Manager

As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!

Client of Angeline Ng

Mr Yeo Xiang Ming

Project Manager at Feng Plumbing

Good Knowledge with her policy….

Client of Eva Tan

Andreas Eggert

Teacher

I am very grateful to have William Seah from Synergy as my financial advisor. From the very beginning, he has been exceptionally patient and supportive. He took me step by step through the entire process, guiding me carefully and making sure I understood every decision along the way.

What stands out most about William is that he genuinely listens. He takes time to understand my personal goals and concerns, and he always looks for solutions that are in my best interest. Unlike many financial advisors who seem focused on selling products that generate the highest commission for themselves, William is different. He is sincere, transparent and client-focused.

He truly cares about his clients and puts their needs first. Because of his integrity, professionalism and dedication, I can say he is the best. I highly recommend William to anyone looking for a financial advisor they can fully trust.

Client of William Seah

Mr Tan Chin Hock

Civil Servant

Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!

Client of Tan Yi Jun

Mr Jerome Loh

Financial Analyst at Bloomberg

April is very dedicated, hardworking and passionate about her work. Her genuine care and empathy for her clients allows her to understand their needs and recommend the best course of action. She is also very patient and responsive with queries and will do her best to ease her clients' worries.

Client of April Lim

Mdm Julie

Elden understood my needs and expectation, he takes time to search for plans suit my needs. He consistently explains any questions and doubts in my mind, though I haven’t bought any products from him. He is patient, knowledgeable and very helpful, I believe he will find good plan for me.

Client of Elden Wong

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Ms Karen

Marvin is my financial advisor for my whole family since year 2006. He helped to plan and gave advise for my family’s financial planning. He is a professional and patience guy. He will never hard sell any product if you are not ready. As advisor, when there is any claim required or queries, he would process them immediately without delays or answer your queries patiently. Glad to meet him and have him to guide along my family financial planning journey.

Client of Marvin Lai

Ms Alice Tan

Confidential Secretary at JP Nelson Group

It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!

Client of Grace Wong

Mr Luke Thiam

Officer at Yusen Logistics Singapore

Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.

Client of Joleen Peh

Ms Deepthi

Director, Bank Operations

I was introduced to Derrick about 5 years ago and since then i have been impressed with his level of committment and attention to detail in following up on appointments, changes to policies or a general update. Hes friendly, approachable and I have enjoyed interacting with him. I have spoken to other agents in the past but not found them to be as helpful as Derrick. Thank you for all your help over the last few years

Client of Derrick Chee

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Ms Kayla Wong

Media

Yijun is helpful in responding to my questions, and quick in her response as well.

Client of Tan Yi Jun

Mr Choong

Engineer at Micron Semiconductor Asia Pte Ltd

Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!

Client of Rave Peh

Ms Jeslyn

Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.

Client of Derrick Chee

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

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Mr Teo Wei Pin

Grassroots Leader at People’s Association Youth Movement

Jack is not your typical financial consultant. He uses a data-driven approach to insurance, providing clear comparisons to help make informed decisions. His extensive knowledge of investments, paired with monthly updates, ensures I stay ahead of market trends.

Beyond his expertise, Jack’s ability to empathize and adapt to my evolving needs makes him a trusted partner in navigating life’s financial challenges.

Client of Jack Chan

Mrs Rinette Leong

Early Childhood Educator

Hund is very friendly, accommodating and understanding. He addresses what is needed for every phase in life and suggest policies or plans that are most suitable to fit and is not pushy. He doesn’t insist when I am not comfortable with the prices of plans but aims to find one that is financially more suitable for me at different phases in life. He has been my agent for 6 years coming and I always feel very assured.