Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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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.

Dr Boon

Data Scientist

For the past few years, I have engaged Jarius' services as an independent financial advisor. He has often amazed me with the excellent quality of service and industry expertise he has offered.

As a specialist in insurance issues, he is always aware of the benefits and drawbacks of each and will provide you the solutions that are ideal for your individual circumstances. He has made it possible for me to have adequate protection against accidents and medical issues without having to spend a fortune, for which I am thankful. He has been quite prompt in responding to my inquiries and handling certain administrative matters, and he will keep you updated at every stage of the procedure.

I don't regret having Jarius to be my financial advisor. Your financial health would be in fine hands if you engaged him.

Client of Jarius Kan

Cristy Rodrigues

Senior Coordinator at Warner Bros. Discovery

I’ve always been curious about investing my money but was afraid to take the first step because I felt that most Financial Advisors were only after my money - that is, until I met Nova. What drew me to her was her sincerity.

She didn’t actually tell me this was what she did until I asked what she did for work. That was already a green flag for me because she didn’t see our conversation as a potential business opportunity.

Nova went through my finances and advised me on where to put my money. Although it’s not much yet, I’m glad I’ve finally started and have already seen some good returns on my investments, particularly with my CPF. I’m also so thankful that Nova encouraged me to do this because my BTO is coming up, and the increase in my CPF savings will make a significant difference. My only regret is that I didn’t start earlier.

I also appreciate that Nova sends me monthly updates on all my investments and always takes the time to answer any questions I may have.

Client of Nova Lontok

Ms Kalai

Manager

Daven have been such a wonderful adviser and is very prompt in his services. He is very approachable and gives the best advice when required. He is very knowledgeable and has guided me through my past admissions especially the recent operation that I had. I’m very grateful to have gotten him as my financial adviser for medical coverage.

Client of Daven Lee

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Ms Jane Yeo

Self-employed at Moments that last

Derrick has been always been my trusty financial adviser. I love that he’s not only thoughtful and caring but he tries his best to take care of whatever needs and doubts that I may have and patiently explain them to me. He’s always very efficient in his response and he won’t keep me waiting for too long if there’s ever anything that I need to ask him. I believe and have such high trust in his service that I even referred him to my sisters and Daughter. Very very lucky to have met Derrick, and will always be grateful and thankful for his service.

Client of Derrick Chee

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

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

Mrs Dorothy Chia

Music Teacher at Forte Music Training

Derrick is detailed in his work. He is patient in his explanations. Derrick is friendly and approachable. Me and my husband is grateful for his help with our estate planning.

Client of Derrick Chee

Mr Kelvin Tay

Assistant Manager at Gov Sector

I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future.

Client of Alfred Seng

Mr Ken Ho

Manager

When I first got to know Yvette, she does not hard sell and took effort to compare the plan that I was looking for with the various partners that she represents. After comparing, she proposed a solution which actually helps me to save a lot with the same coverage.

She is a trusted adviser as well as a friend.

Through the annual review, she also ensures that I am adequately protected taking into account of my affordability and needs.

Client of Yvette Yap

Ms Sheila Tam

Lab Scientist at Home Team Science and Technology (HTX)

Jia Min is very efficient at her work and always spends extra effort to simplify and ensure I understand the investment solutions and insurance products recommended to me. The plans are also well-suited to my current needs. As someone who is competent, I feel at ease doing my financial planning with her.

Client of Teo Jia Min

Mr Song Wei Liang

Commercial Coordinator at Airline

Met JM through a mutual friend and was super happy to have gotten my first insurance plans from her! Being fresh out of university, I met a few other financial advisors prior but was unable to settle on a particular plan as there was a lot to take in with so much information to dissect! She was able to slowly explain to me and ensured that I understood what my concerns were before signing up for any plans. Something admirable about her is that she is very real and which is something hard to find with some financial advisors these days!

JM was clear and provided me with the necessary information that suited my needs! She is extremely professional and approachable to her clients and I would definitely recommend her if you need help with purchasing insurance or any sort of financial advise!

Client of Teo Jia Min

Mr Ang Wei Hao

Software Engineer

April is very meticulous and is exceptionally knowledgable in her field. She ensures that the policies are filtered out to fit my current lifestyle, always listing down the benefits and downsides of each. On top of that, she is trustworthy and a joy to work with, going the extra mile to give advice in areas I need.

Client of April Lim

Mr Darul

Kimberly is a very patient adviser who comes across as someone genuinely wanting to help. She is willing to listen to my concerns and doubts and it felt like I was having a conversation with an insightful friend compared to an adviser talking to her clients. Her views on financial planning helped me to broaden my perspective and explore avenues I never would have thought of previously. She also never fails to text/call me from time to time to provide updates, which shows how she would go the extra mile for her clients. Becoming a client of hers is a decision I do not regret. Thank you Kimberly!

Client of Kimberly Tan

Ms Esther Chia

Banker

Danny helped me to restructure my entire family of 5’s medical coverage in 2021. It was a fairly massive exercise as we had to review all existing policies and at the same time, decide what makes sense going forward. Given that we are not experts in medical insurance coverage, he was patient in guiding us through the technicalities and documentation. In his financial planning for myself and my family, he demonstrated mastery in financial planning and provided sound advice for our consideration. Through his analysis on my retirement planning, I could see what are the gaps I need to plug to achieve the desired retirement plan. Danny is personable and extremely easy to work with. It has been a joyful experience and Danny has made something complex like financial planning so easy to grasp and follow. Thank you!

Client of Danny Lee

Ms G C Tan

Retiree

Han Wei is dedicated insurance and financial planner. He is able to give prudent advices to me and guides me to chose what is suitable for me, notwithstanding his lost or reduction of commission. He responded to my insurance needs very quickly in search of an insurance company that can cover a £2 million repatriation travel coverage and at a lower premium than what I paid for. I wish him all the best in his future endeavours.

Client of Law Hanwei

Mr Kenneth

Student (Undergraduate)

My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!

Client of Evon Chen

Mr Srikanth Gopalaswami

I wanted to get the right medical insurance coverage in Singapore that was appropriate for me. I was looking for a reliable, knowledgeable, efficient and experienced person to guide me to match the right insurance policy for my needs as well as take me through the process to get me medically covered in a timely manner. Elden Wong was recommended to me and he definitely met as well as exceeded my expectations for a customer oriented insurance and financial adviser to take me through the process from start to finish. Elden was very patient and first listened to my wife and me to better assess our insurance needs and financial considerations for the right policy. He also informed us of the pros and cons for the various policy instruments vis a vis our requirements and also brought his own experience to bear in his recommendations. He understands that a customer is satisfied if his needs are well matched along various dimensions: coverage for various medical criteria such as current personal health and requirements, insurance policy price, breath of hospital choice, etc. He presented the various policy and insurance company options and explained the benefits and any limitations. Once we had decided on what was the right policy for me, he then moved quickly to execution mode and worked closely with me to get the paper work done, arranging for medical check up appointment and just working the system to get the medical insurance policy approved and finalized in a timely manner. It was a pleasure working with Elden and I not only found him efficient and effective but he was also quite personable to work with.

Client of Elden Wong

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Mr Huang zhiqiang

Machine programer at Meisterform

Great experience with elden,explains policies very clearly and easy to understand. Also does a detailed insurance analysis with me . Highly recommended advisor with exceptional customer service and dedication to his role.