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 Brijesh Kumar Shukla

Vice President at JPMorgan Chase Bank

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019

Client of Chandrika

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Mdm Lee Chin Chin

Director for Sales And Marketing

Roger is a very helpful agent who is knowledgeable, attentive and very responsive. This is the kind of advisor that we need.

Client of Roger Lim

Mr Jeremy

Sales Executive at Swarovski

Garrick has been a efficient and helpful consultant. He has been my first policy consultant and i have never look at others since. He has always his clients best interest and will always provide the best policy based on clients' present situation. He didn't hard sell or rather, provides scenerios and options so his clients always can have time to think and to decide. All and all, he is a perfect consultant which i believe fellow trades should look upon and learn from

Client of Garrick Lin

Mr Ang Kok Hwa

IT Director

I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan.

Client of Roger Lim

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 Lu Hui

Business Owner at Elestial Crystals

A 5 star testimonial for Ida! Thoughtful and always willing to go an extra mile to help meet her customer’s needs. Well versed with what she is doing. I will definitely look for Ida in future for all my insurance needs!

Client of Ida Ahmad

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

Mr. Yap

Finance Manager

Joanna is a detailed person. She reviewed my existing insurance policies thoroughly and shared with me the gap. She recommended financial products to me without pushing to close the deal. She is a great estate planner and I had a pleasant experience dealing with her.

Client of Joanna Tan

Ms Shu Kin

Physiotherapist

Thanks, Darius, for helping me with my financial planning. He is very patient with his explanation and knowledge sharing. He is very considerate, places my needs and goals on top priority and guiding me towards achieving them. He is also very passionate about his job, always ready to help people to secure their financial future and happiness. It is great to work together with such a kind soul!

Client of Darius Tan

Mr Guo

Project Manager

When I met Yvette, I knew that she is different from other advisers whom I have came across as she takes the time to understand my financial situation and able to address my concerns and needs for myself and my family members.

I’m truly thankful for Yvette’s patience, she spent hours of time to analyse and gave me detailed and full explanation on the different types of plans from various insurers.

Her being approachable has made a significant difference, and I feel confident knowing that she have my best interests at heart.

She is also prompt and attentive to post sales matters.

Client of Yvette Yap

Mr Alexis Chee

Director at Divetech Marine Services Pte Ltd

Over the years that I have dealt with Derrick, I put up 3 main points to describe him. He is caring, honest and patient. Derrick has always been sincere and caring towards all his clients' situations. The product he proposes are what the client needs and is not pushy for policies that do not benefit me as a client. Derrick is also an honest individual who is upfront about what policies sold exclude and even his sharing how his remuneration is being calculated from policies sold. I find this very rare in other representatives who are more about maximising revenues and earnings for themselves. Lastly, Derrick is a very patient individual who will allow you to take your time to consider carefully on which ever policies proposed.He does not hard sell nor hound you to meet up for coffee or tea just to add more pressure into the decision making process. Overall, I am very happy to have Derrick as my insurance representative. I do not hesistate to check back with him on all aspects of insurance and have also seeked feedback on products that are not offered by him. He has been objective and impartial when it comes to such, with the sole objective of making sure clients get the best of coverage to suit their needs. Keep it up Derrick!

Client of Derrick Chee

Mr Test Client

Tester at Just Press

Test only, don't publish.

Client of Amber Chan

Mr K.Saravanan

Security at Certis Cisco

Nothing

Client of Liinson Heng

Ms Rae

Carol has been my trusted insurance advisor since 2010. She is detail oriented and never fail to respond to my request to explore new coverage. She discussed all the pros and cons so I can make an informed decision when it comes to long term commitment in insurance. Looking back, it seems like I’m the one who requested to ink docs rather than her wanting to close the deal on me. She is now our family one and only dedicated insurance advisor and we are pleased to have her for as long as she is still in the industry.

Client of Maeva Huang

Ms Grace Lee

Linda is very dedicated to her job and knowledgeable in her products. Her patience and detailed explanation of her products has given me the confidence in entrusting my financial planning requirements with her. She is also very responsive to my queries and proactive in checking if I require any follow up actions from her.

Client of Linda Quah

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.

Client of William Seah

Ms Anjali

I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.

Client of Shawn Kwok

Mr LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Mrs Meenakshi Rajoo

Retired teacher

Serene is a good family friend of mine. I know her for about 14 years . She really goes all the way out to help me choose plans which gives me good dividends. She also takes time to monitor my plans & switch certain funds if it is not doing well. She knows exactly which plan will suit me and recommends them to me. She has helped me to claim health insurances promptly . I really appreciate that. I like her bubbly nature and positive attitude. I understand that many of her clients like her too. Wish her the best for a happy career journey as a financial planner.