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 Lyons Robert

Senior Manager at Asia Sports Holdings Pte Ltd

Right from my initial conversation, it has been a pleasure working with Carol. She has been incredibly supportive over the past few years, always available to discuss the finer details and adept at sourcing the best fit solution for my requirements. Innately professional with a personal touch, a rare gem in the industry. Have always felt in very safe hands and wouldn't hesitate to recommend Carol to anyone seeking new policies.

Client of Maeva Huang

Mr Steven Lim

Lecturer at Ngee Ann Polytechnic

Jason was able to condense and distill financial planning concepts in an easy-to-understand style, using anecdotes, drawings and explanations, enabling me to see the need for planning towards retirement. His advice on my current portfolio of financial plans were useful and I appreciate that he has a range of products to recommend, to maximise returns in the longer term.

Client of Jason Choo

Ms Fion

Admin Executive

Weiqi has consistently been there for me over the years, always prompt with his replies. I appreciate having a financial agent who is consistently available and reliable. I know I can count on him! I have provided him with multiple referrals now.

Client of Ong Wei Qi

Ronald Lim (ex Andrew Lee Unit)

Business Development Manager at Tokio Marine

Synergy was my first stepping stone for my career in the Financial Services industry.

Having guidance from Andrew and his pioneer batch of Advisors was one of my greatest take away from my stint with Synergy and it had been a great pleasure working with them.

As team players, Andrew and his team had never held back on sharing their experiences and knowledge with all of us.

Thank you for the wonderful years, and many greater years of friendship together. Cheers!

Client of Andrew Lee

Mr Jason

Logistics Analyst at Stryker

Tynn is a a detail oriented and friendly professional in the financial advisory industries. She believe and commit in her work with lots of passion. She is a meticulous lady. She keep her clients up to date whenever there is a amendment in the policy, especially during this global pandemic. She is extremely helpful in answering all the queries and one outstanding advantage about about Tynn. She is never pushy about selling her products. Most importantly, a good advisor is able to identify on which products fits for each individual. Good Job Tynn. Keep up great momentum

Client of Tynn Lim

Mdm Junianah

Primary School Teacher

I was referred to Ida by my colleague. She has helped me access travel insurance for my family and we have travelled worry free for several years now. She is always quick to respond and provides best advice.

Client of Ida Ahmad

Ms J C

APAC Commercial Support Manager / HR

Rui Han is a highly professional and dedicated Financial Advisor. He is never pushy and consistently prioritizes his clients’ best interests. I first met him during an estate planning talk, and was impressed enough to engage him to review my entire financial portfolio, including my assets and Will planning.

I truly appreciate his thoughtful approach, and his proposals are always aligned with my comfort level and financial capability. I feel very at ease working with him and confident in the guidance he provides.

I would like to take this opportunity to sincerely thank Rui Han for his unwavering support and valuable advice. Thank you very much!

Client of Kuah Rui Han

Ms Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

Mr Mac Tee

Trainer at Competencies Dynamics

Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .

Client of Pauline Lau

Wei Guang (ex Andrew Lee Unit)

Relationship Manager, Commercial Banking at MayBank

I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.

During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.

Today I remain in close contact with my ex team as we continue to work together as business partners.

Client of Andrew Lee

Emer & Jiajia

Sincere and extremely helpful, goes out of her way often

We have engaged Pauline for more than a decade now and are always moved by her passion to help others, her down-to-earth and personable approach, and willingness to go out of her way to help. Whenever we have any questions relating claims, we can always count on her to help us to process these in a quick and hassle-free manner. She does not hesitate to share her experience, knowledge and expertise to help us make better decisions. Thank you Pauline!

Client of Pauline Lau

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Mr Roger

Product Development Manager at Ascenz Solutions Pte Ltd

Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.

Client of Danny Lee

Mr Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.

Client of Elden Wong

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Ms Soonghay Wong

I had a wonderful experience working with Nicola. She is highly knowledgeable, incredibly patient, and genuinely has her clients’ best interests at heart. I changed my mind a few times throughout the process, and she was understanding and supportive every step of the way. When I had to withdraw from a package at the last minute due to personal reasons, she gave me the space I needed and continued to offer thoughtful guidance without any pressure. Her professionalism, expertise, and genuine care made the entire experience very reassuring. I trust her completely and would highly recommend her to anyone looking for a dedicated and trustworthy financial advisor.

Client of Nicola Lai

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Ms Debbie

Customer Service Executive at Essentra Pte Ltd

Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help.

Client of Edward Shee

Ms Li Li

Derrick was recommended by a close friend and has been helping my family with our insurance matters for the past 3 years. He is prompt in follow up and helpful when required. Approachable and friendly guy.