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 V

Events Experience Manager

Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that I like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statistical reference and case study to aid our decisions which I will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.

Client of Aaron Chua

Ms Yvonne Tay

Even though Cheryl is already successful and managing a team, her service level, detailed explanations, responsiveness and high level of empathy has not changed. She applies her financial strategies to her own portfolio before sharing with clients which is not commonly found in an advisor.

She displayed strong passion in what she does and is genuine in wanting to help her clients grow in their investments as well as get them protected.

I would highly recommend Cheryl anytime.

Client of Cheryl Huang

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

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 Donaven

Lawyer

I had a good session with Clive. The introductory financial planning session was very helpful in helping me better conceptualise both my short and long-term financial goals and how to achieve them. Clive was also extremely eager and prepared to answer any questions I had.

It was a great experience speaking to a financial adviser with such great passion and dedication to his job.

Client of Clive Lim

Mr Tiang

Sell Employment

I appreciate Roger's quick response to my enquiries and his professionalism in handling my case.

Client of Roger Lim

Mr Willy Koh

Patient and extremely informative. Able to grasp what I needed to know from the plans easily. Alan is quick with follow up procedure

Client of Alan Lim

Ms Cherine Haynes

David’s help has enabled me to take a career break and organise my finances. He has been a blessing! As such I would like to continue our working relationship and remain a client.

All the best in his future endeavours.

Client of David Francis

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!

Client of Teo Jia Min

Mr Nawal Gupta

COO at Helios Capital Management Pte. Ltd.

Danny comes across as a person who will not mince words to call a spade a spade. He clearly communicated which plan was better even if that meant loss of business. He is a thorough professional and is very knowledgeable in this field.

Client of Danny Lee

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

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 Diane Tan Si Qi

Danny is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and painless. Danny is very knowledgeable in his profession and is a pleasure to work with as well. I will definitely recommend my friends to him. Thank you for your service and keep up the good work.

Client of Danny Lee

Mr Abdul Hameed

Manager at IHIS

I known Ms Linda for almost over a year. She has helped me in a few insurance matters. Of all the insurance / financial Advisors I known she is the best and most awesome!. Advise me very patiently and professionally. Dedicated and very humble person. Wonderful personality and a good friend .Thank you Linda for your help and patience and guidance!!

Client of Linda Quah

Ms Cory Ang

Fitness Coach

I was introduced to Willynn through a friend, and had very little knowledge of financial or health plans. Willynn was very patient with me in explaining how things work, and very professional and prompt with follow ups. She helped to identify what I was missing and needed to upgrade in my portfolio, and really helped to make everything as smooth and efficient as possible. I feel much more secure in my financial and health plan future thanks to Willynn.

Client of Willynn Soh

Dr. Rachid Yazami

Scientist at Nanyang Technological University

Keef Lim is a very well dedicated financial advisor. The clarity and enthusiasm he puts in his communication with clients make him very trustful. I have enjoyed talking to him on the phone and face to face. He is very knowledgeable about investments and his advises are very helpful.

Client of Keef Lim

Mr Teo Wei Pin

Grassroots Leader at People’s Association Youth Movement

Jack is not your typical financial consultant. He uses a data-driven approach to insurance, providing clear comparisons to help make informed decisions. His extensive knowledge of investments, paired with monthly updates, ensures I stay ahead of market trends.

Beyond his expertise, Jack’s ability to empathize and adapt to my evolving needs makes him a trusted partner in navigating life’s financial challenges.

Client of Jack Chan

Mr Wong Yu Qi

General Manager at LS E&C PTE LTD.

Very responsive and understanding personnel. Helps to settle policy-related issues and provide an ideal policy that suits to my needs.

Client of Leslie Teo

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and I’ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Client of Jack Chan

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.