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.

Joy Ee

Angeline has been a great help to my family on several occasions. She will always go the extra mile to help us, address our queries or advise us with integrity. She is always humble, never pushy, and has offered many kind words when our son was hospitalised. Thank you, Angeline, for being wonderful.

Client of Angeline Ng

Mr Edwin Phua

Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.

Client of Angeline Ng

Mr Dawson Soh

Hairstylist at Miracle Hair Studio

I'm very grateful of Jennifer's assistance in reorganizing my insurance for my kid and I. She is really sincere and develops a good strategy for me based on what I need and income that will help my future. She excels in financial planning. She has my sincere gratitude and appreciation.

Client of Jennifer Tey

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 Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

Client of William Seah

Michael

Very helpful advisor who goes above and beyond to answer all my queries.

Client of Gem Huang

Ms P Kang

Retiree at NA

Amy is a very pleasant, responsive and hardworking professional, and it has been a good experience dealing with her. The Estate Planning has no impact on my Will. Nonetheless, the Insurance Portfolio and Retirement Income Stream exercise has given me a good idea of the adequacy of my insurance coverage and my retirement plan. Overall, it has been a worthwhile exercise, but quite a lot of time needs to be set aside to do this. I am also glad to have finally done my revised Will, which gives me a peace of mind especially during this Covid period.

Client of Amy Lin

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Tan Yi Jun

Ms Charu Harish

Director at Havas Group

Chandrika is a great financial advisor with an eye for Long term goals and returns. She patiently helps people evaluate their requirements and helps them get to a mix of right product portfolio. More than an advisor she’s a Friend and takes personal interest which is very heartening.

Client of Chandrika

Uma

Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!

Client of Andy Seo

Ms Joreen

Realtor

Carol came highly recommended by my husband as a sincere and knowledgeable Financial Advisor that does what is best for you. Professional and unbiased in her financial planning consultation. Definitely will recommend her to my friends and clients.

Client of Maeva Huang

Mr Azrul

Cabin Crew at Singapore Airlines

Clive is very friendly and approachable without being overbearing. He provided a very clear outlay of my finances and gave suggestions to better them.

Client of Clive Lim

Mr Daniel Chow

Personal Trainer at LTU Personal Training

I like and respect William very much.

He is meticulous.
He is trustworthy.
He thinks about your family and the long game.

For years, I was hesitant to engage a financial advisor as their values did not align with mine.

As I listened to William’s outlook of life and finance as well as the proposed strategies to help me provide for my family, I felt assured and confident of my future.

Client of William Seah

Mr Xl Lai

Technician

Garrick was knowledgeable, professional and has done an outstanding job of evaluating my needs regarding insurance. I could not have been any happier from the service i received from him.

Client of Garrick Lin

Mr Donaven

Lawyer

I had a good session with Clive. The introductory financial planning session was very helpful in helping me better conceptualise both my short and long-term financial goals and how to achieve them. Clive was also extremely eager and prepared to answer any questions I had.

It was a great experience speaking to a financial adviser with such great passion and dedication to his job.

Client of Clive Lim

Miss Jody Young

Medical Laboratory Technologist at Singapore General Hospital

Jack completely transformed my financial planning experience, making it far better than any of my previous advisors. He not only improved my existing plans but also guided me and my partner on managing our finances together.

Jack ensures smart, sustainable choices for coverage and investments, always keeping our goals in mind. His easy-going nature, combined with lightning-fast responses—even at odd hours—makes him a truly exceptional advisor.

Client of Jack Chan

Ms LI JIAHUI

Purchaser at JR Orion Service Pte Ltd

Agnes is very patient and good finanical adviser. Higer recommonended this finanical adviser. Tell me lot of details about the insurance and choose the most suitable insurance for me . Thank you very much .

Client of Agnes Lim

Ms Alyssa Chee

Financial Analyst at Schindler Lifts Singapore

April is a competent, patient and through adviser who will seek to understand your financial background and goals before recommending a suitable policy. She is genuine and acts with intergrity. She does not hardsell any unecessary policies and respects your final decisions. Best of all, she is responsive with regards to your queries, even after she has sold you the policy. All these has made me confident that I have chosen a good advisor and I would recommend her to anyone for all their financial planning needs.

Client of April Lim

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.