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 Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Mr Loh Wei Hau

Tier 3 It Support at PTW

Patience, understanding, polite and professional. Can explain complicated issues in simplest manner yet maintain the professionalism standard.

Client of Maeva Huang

Ms Joan

Hand Therapist

Friendly and prompt in answering my queries. Willing to listen to my requirements before recommending the plans that are suitable for me. 👍

Client of Wilson Ang

Mr Kang Min Feng

Data Professional at Great Eastern Singapore

Even though Sean knows I am well versed with financial and insurance products, he still properly ensures I fully understand what i am buying into. He takes the time to curate products that suits my lifestyle, life stage and financial goals. I will highly recommend Sean to any individual looking for a competent FA who tailors products to your needs and also follows up consistently on your financial milestones. Look no further.

Client of Sean Neo

Mr Daryl Huang

Manager

Dedicated, knowledgeable, responsive and trustworthy; these are the essential qualities for an exceptional advisor in the financial services and Jaricson exemplifies these through and through. I have even recommended his services to my significant other and have no qualms about his ability to deliver.

Client of Jaricson Chan

Mr Clayton Soh

Devialet

Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.

Client of Alan Lim

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

Mr Jason Lee

Deputy Head Technology Training

Gem Huang is my financial adviser. I have the pleasure of working with her for several years and I can confidently say that her expertise and dedication have been instrumental in achieving my financial goals. From the very beginning, she demonstrated a deep understanding of financial planning and investment strategies. Her personalized approach ensures that my portfolio is tailored to my specific needs and risk tolerance.

What sets her apart is her commitment to transparency and integrity. She takes the time to explain complex financial concepts in a way that is easy to understand, making me feel informed and confident in my decisions. Her proactive communication keeps me updated on market trends and any necessary adjustments to my financial plan.

Her professionalism and reliability have earned my trust. She consistently goes above and beyond to provide exceptional service, and her attention to detail is unmatched. Whether it's retirement planning, tax strategies, or investment management, she has proven to be a knowledgeable and trustworthy partner.

I highly recommend my financial adviser to anyone seeking a dedicated and skilled professional to guide them on their financial journey. Her expertise, integrity, and personalized service make her an invaluable asset to anyone looking to secure their financial future.

Client of Gem Huang

Ms Wei Xin

I am grateful for the guidance and expertise my financial advisor has provided. Her knowledge, attention to detail, and commitment to my financial goals have helped address certain gaps and brought me peace of mind. She is attentive to questions, takes the time to listen, and simplifies complex terms to ensure I understand them better. I feel confident recommending her to anyone seeking a good advisor, as she prioritizes her clients’ interests and does not rely on hard-selling tactics.

Client of Pauline Lau

Ms Shasha A.

Restaurant Manager

I highly recommend Ida. Her financial planning knowledge and skills, from insurance policies to Halal investments, she makes sure the importance of your needs comes first, and is there to lead you to the right one. With much patience, she explains in details until you understand and does not rush to sell you anything.

Client of Ida Ahmad

Ms Leah Teh

Gidman is a dedicated and trusted advisor that I turn to for any financial planning and protection plans. He walks the talk and shares great plans that he believes will benefit his clients and also is equally invested to help his clients achieve their financial goals. I always feel assured of his support in times of need or whenever I require further clarifications. I will recommend his services to anyone who requires a steadfast advisor in their financial planning journey!

Client of Gidman Wee

Ms Hm Tan

Reliable, knowledgeable, great personality and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Zhen Quan had this and more.

You take care of my financial affairs fully since 2018 – thank you!

Client of Siah Zhen Quan

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 JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

X.L

Operations Manager

Andy is very knowledgeable about his job, and has been helpful explaining me everything I need to know about insurance. Always friendly and professional, Andy is also quick to respond to any question or concern. Great service.

Client of Andy Seo

Mr Kenneth

Manager at JTP PTE LTD

A dedicated and well knowledged financial adviser. Eric's step by step financial & health planning which was easy to understand and definitely meet your needs and wants. Not to forget a generous and easy going person who was my financial adviser to friend now!

Client of Eric Lim

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Ms GUYU

Human Resources at NAM HWA OPERA

Ewald 是一个认真负责耐心的销售，很满意他给销售规划

Client of Ewald Teo

Ms Chloe

Senior Marketing Manager at ERA

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Elden's ability to effortlessly explain various solutions and promptly address all my inquiries showcased his proficiency and deep industry knowledge. He consistently clarified any concerns I had, putting my mind at ease.

Working with Elden was a pleasant experience as he not only understood my requirements but also devised a customised plan to meet them effectively.

Client of Elden Wong

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.