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.

Mr Lai Jiun Yann

Senior Executive at Gao Ji Food Pte Ltd

Mr Derrick is a responsible and efficient person.

Client of Derrick Chee

Ms Kimberly Lim

I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.

Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.

Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!

Client of Linda Quah

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 Richmond Wee

Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.

Client of Eva Tan

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!

Client of Eeks Lim

Jing Jie

Vivian is a very friendly and helpful advisor who took her time and effort to find the best financial plan to help best fit my financial goals.

Client of Vivian Peh

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

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 Arifeen Kamaluddin

Manager

A good agent where he has good knowledge of products he promotes and listen to his clients patiently.He is humble and willing to learn more.

Client of Chan Jun Jie

Ka Heng

Engineer

What sets Wilson apart from other agent is his remarkable attention to detail, always listening to my concerns and letting me understand how i can better position myself towards financial freedom. Highly recommended!

Client of Wilson Ang

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

Ms Chai Peng

Financial Controller

I’ve been with Elden for over a year now, and the experiences have been exceptional. Not only has my portfolio seen fantastic growth of double digits returns, in addition, Elden took the time to truly understand my needs holistically. I am now adequately covered through tailored insurance solutions, giving me immense comfort knowing me and my loved ones are well protected. It is rare to find an advisor who balances high-level investment performance with such genuine care for a client’s holistic well-being. Highly recommended!

Client of Elden Wong

Mrs Fara Lasenby

Channel Operations at Paramount International

Nova has provided consistently good and valuable financial advices and services to me, even at her busiest times. She treats every case, request and queries with equal importance and is very professional in provide advices. She also has a natural gift of putting people at ease. I really appreciate her help and support being my financial planner and will continue to count on her for future years.

Client of Nova Lontok

Ms Daryl Fawn K

Executive

I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.

There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.

Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.

Client of Harris Mak

Ms Cindy Wang

A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈

Client of Siah Zhen Quan

Ms Leong

Retiree

Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.

I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.

I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.

Client of Aaron Chua

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

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

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.