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 Adrian Lau

Property Agent

I met Darius through his telemarketer. He came across as a friendly and respectful independent Financial Advisor to explain about the Eldershield policy provided by different insurance companies. During the meeting session, he is very detailed in his explanation and patiently answered all the questions I had about the policy. He is constantly working in my best interest to choose the most suitable policy which serves my needs and budget. I have purchased an Eldershield policy through his good advice.

Darius is constantly keeping in touch with me. As my age grew older, I required certain policies to protect me and my family. He is able to source the most suitable policy to serve my needs. Through his patience and good advice, I managed to purchase an Accident policy and Life insurance to provide the best coverage for the whole family.

Subsequently, my wife had purchased the Eldershield and Accident policy through his proactive action as well. My wife and I are certainly glad to have him as our Financial Advisor. We trust him well enough to manage our policies and recommend him to all friends.

Client of Darius Tan

Ms Angelia Ng

Financial Controller at Swissco Holdings

Derrick is professional, approachable and reliable. He is knowledgeable in his field of work, quick in response to enquiries and patient in explaining them.

Client of Derrick Chee

Mr Tan Jun Wen

Throughout the process of reviewing of my insurance policies, Sean was very professional and knowledgable providing the best alternatives for my current policies where I could save on my premiums. Thanks to his review, I am now more aware of what i own and would recommend him for anyone looking to do an independent financial review

Client of Sean Neo

Mr Ju Boon Ong

NSF at SAF

Vivian was kind and patient enough to advise me in a savings plan. This savings plan arranged would definitely go a long way in paving my future endeavours. With her constant guidance and reassurance, the importance of insurance and saving was made known to me. There was no doubt at the back of my mind on whether it would benefit me, because uncertainties were clarified instantly. Clearly a financial adviser with a heart!

Client of Vivian Peh

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Ms Joyce See

Digital Marketing Manager

Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.

She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)

We're thankful and we know we're in good hands.

Client of Cheryl Huang

Mr Cliff Chan

Senior Associate Engineer at ST Electronics

Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her.

Client of Cheryl Huang

Mr Daniel

network engineer

I've been acquainted with Yvette for over three years now, and I must say, her assistance and service are commendable. She's incredibly helpful, providing prompt and efficient service whenever needed. One of her standout qualities is her ability to explain things in a straightforward and easy-to-understand manner. I wouldn't hesitate to recommend her services, and I'm even contemplating utilizing them for my other financial planning requirements.

What sets Yvette apart is her attentiveness to my concerns and aspirations. She takes the time to listen attentively, and together, we collaborate on devising strategies that align perfectly with my goals, ensuring the best possible outcomes.

Client of Yvette Yap

Mr J L

Senior financial analyst

I started working with Ruihan when I needed help planning for my insurance needs and organising my investments. From our first meeting, he took the time to understand my goals, explain complex concepts in a way that was easy to understand, and backed his recommendations with facts and figures. Ruihan was always professional, responsive, and made me feel confident in the financial decisions we made together. Thanks to their guidance, I now have a clearer path for my insurance and investment needs, and feel much more in control of my finances. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice.

Client of Kuah Rui Han

Mr Ryan Chew

Air Defence Officer at Republic of Singapore Air Force

Jack exemplifies what it means to be a true investment specialist, consistently keeping me informed about my portfolio and demonstrating remarkable foresight in fund switching to enhance returns. His depth of knowledge, integrity, and tailored advice ensure I always feel prioritized.

Beyond his expertise, Jack’s unwavering support, even during challenges like claims, makes him an exceptional and trusted advisor.

Client of Jack Chan

Mr Danny Phang

Senior SAP Consultant

Chalysta constantly keeps herself updated with the latest insurance and investment products. She will then tailor or tweak your existing portfolio so that your portfolio always remains optimum and align with your goal. I highly recommend Chalysta if you're interested in keeping yourself protected or passionate in starting an investment.

Client of Chalysta Sim

Marcus Mah (ex Andrew Lee Unit)

Business Development Manager at PacificLight Energy Pte Ltd

I joined Andrew and his team in 2017 after 6 years in the banking industry. He is a person with great foresight and aptitude for higher success. Under his explemary leadership and dedication to his team, I had learnt alot of industry insights and knowledge that i can apply to my work and personal life through his innovative training and coaching sessions which I can't find in banking. We still remain in close contact and have known each other since our air force days, opportunities will come eventually for him with his unwavering support and strong will to succeed. All the best in the future!

Client of Andrew Lee

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.

Client of Aaron Chua

Mr Sean

Material Executive

Kimberly is a great person with great character and has client's best interest at mind. I am grateful for her thoroughness and time spent to make sure my needs are well covered. She is highly committed to her profession, and I have no reservation recommending Kimberly to any of my friends and family.

Client of Kimberly Tan

Ms Glenys Yin

Senior Consultant at Hays Specialist Recruitment

Tiac Pin is a dear friend and a fellow bowler (a very good one!). He is a friend that you can always count on when you need help and he always goes the extra mile. His reliability was something that gave me confidence to leave my financial portfolio in his hands. Prior to Tiac Pin, I already had policies with other agents. But he took the time to review and studied the gaps in my policies even when he did not need to. You are in safe hands if you are working with Tiac on your policies!

Client of Ng Tiac Pin

Mdm Ho Koh Him

Full Time Home Maker

Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.

I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.

We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.

Client of Edward Shee

Ms Ng Zhe Xian

HR Consultant at CVista HR Consulting Pte Ltd

Ewald is a good team player who always makes everyone feel good whenever he is around, he has been in the Insurance line for the past 8 years, he has proven himself to be truly knowledgeable in wealth management. With Ewald's expertise, I can be assured that my insurance needs are well taken care of. He is not a hard-sell nor over-promise, he listens and provides a suitable financial plan suitable to his clients' comfort. He is also a good listener, empathetic and able to provide valuable insights, guidance and advice from different perspectives. I will recommend his service to anyone (friends & family) who requires a dedicated advisor in their financial planning journey, and I am lucky to have met him to be my financial advisor!

Client of Ewald Teo

Mr Kieran Wee

Director - Head Of Client Coverage at Firmus Capital Pte Ltd

Joleen is a very hardworking, diligent and energetic advisor. She will go all out to find me the most competivitive quotes for my travel, home and life insurance.

I can be assured with her service for my insurance needs knowing that I am adequately covered with competitive pricing. Thank you Joleen!

Client of Joleen Peh

Ms Cindy Lim

It has been a great experience with Jayne. She has been patient and consideration of my needs. I hope we could do more sharing in the future.

Client of Jayne Kwok

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.