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 Zhang Zhe

Banker at Citibank

April is a very solid agent. Helped me save money on my health insurance and have been very helpful even though I'm not a very big client. Well done April for the solid work.

Client of April Lim

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Ms Charis Low

Procurement at DSTA

I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.

Client of Andy Seo

Ms Winifred Tan

Admin

Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.

Client of Eva Tan

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.

Client of Tan Jun Qi

Ms Sabrina

Early Childhood Educator

Filled with passion and dedication, Hund reaches out to help me in my financial planning in every way that he can. His emphasis on the importance of starting early has encouraged me to take a closer look at my finance and plans for the future. Hund also goes the extra mile to provide value-added services, like reorganizing my portfolio to ensure that I am able to understand them easily. Thanks to Hund, I have less worries about my life coverage and wealth accumulation. I would definitely recommend him if you ever need any help with planning your finances.

Client of Hund Wong

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

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

Cristy Rodrigues

Senior Coordinator at Warner Bros. Discovery

I’ve always been curious about investing my money but was afraid to take the first step because I felt that most Financial Advisors were only after my money - that is, until I met Nova. What drew me to her was her sincerity.

She didn’t actually tell me this was what she did until I asked what she did for work. That was already a green flag for me because she didn’t see our conversation as a potential business opportunity.

Nova went through my finances and advised me on where to put my money. Although it’s not much yet, I’m glad I’ve finally started and have already seen some good returns on my investments, particularly with my CPF. I’m also so thankful that Nova encouraged me to do this because my BTO is coming up, and the increase in my CPF savings will make a significant difference. My only regret is that I didn’t start earlier.

I also appreciate that Nova sends me monthly updates on all my investments and always takes the time to answer any questions I may have.

Client of Nova Lontok

Ms Jessie Seah

Tourist Guide at None

A person that you can count on at all times. She is not only a friend but a honest advisor. My friends all trust her as well. It is definitely a blessing to have her in my life.

Client of Pauline Lau

Mr Muhd Nashruddin

M&e Manager at Ssangyong Engineering & Construction Co. Ltd.

Eeks is a warm, dedicated and knowledgeable financial advisor who is able to understand the needs of me and my family very well. She would listen and provide her honest opinions, ensuring that I have the relevant coverage for both my current and future plans. She is also able to recommend policies that are value for money, without compromising the comprehensiveness which I find very helpful especially for young families. She is always ready to answer any doubts that I have and able to process promptly and efficiently for any claims. Extremely thankful and grateful for all the work she has done for me and my family. A highly recommended financial advisor. Thank you Eeks!

Client of Eeks Lim

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Ms Kalai

Manager

Daven have been such a wonderful adviser and is very prompt in his services. He is very approachable and gives the best advice when required. He is very knowledgeable and has guided me through my past admissions especially the recent operation that I had. I’m very grateful to have gotten him as my financial adviser for medical coverage.

Client of Daven Lee

Ms Julie Ong

Head of HR

My company was looking to renew and revise our corporate insurance plans but it was time consuming and complicated for me to review. It was indeed a blessing to have Tynn help me navigate, screen and recommend the right plan for us. Through her relationships with the various agencies, she was able to "tailor made" a comprehensive and cost effective plan. She did an excellent job in ensuring that we transit from our old plan to the new one.

Client of Tynn Lim

Violet

Sie Hua is quick to respond and easy to chat with. Thank you for your professional advice and insight in my financial planning journey. Looking forward to growing together as we move forward in the years to come.

Client of Tay Sie Hua

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Mr Wai Kit

Academic Director at The Learning Lab

Wei Qi has been my agent for many years and he has always been very helpful with managing my profile and claims. Always trust that he will provide recommendations based on my life stage and needs.

Client of Ong Wei Qi

Mr Kenneth

Student (Undergraduate)

My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!