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.

Ms Angelin

Eva has shown a great deal of enthusiasm for her work and has taken on responsibilities above and beyond what is required.

Client of Eva Tan

Chong Li Ming

I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.

Client of Tynn Lim

Janice Tsai

Musician

Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.

Client of Willynn Soh

Ms As

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Ms Tan Siew Li

Accounts & Admin Executive at Zao Inc. Pte. Ltd.

Thanks Ervina for grouping all my insurance neatly and explain to me what i bought and it is useful as i had lots of insurance, i really don't know is it required. And also help me on the will writing and it took a few months to complete as my information are insufficient. She is very patient and kind to help me on collecting the data.

Client of Ervina Yu

Mr Jeffrey Tan

Managing Director, Senior Optometrist at Eyecare 24/7 Pte Ltd

I got to know Ben when searching for a company insurance for my retail shops and employees. He impressed me with his great advices, which are genuine and professional. He was detailed with his planning and was not out to just earn his commission by upselling products. Things that were are not necessary to add on for my company, he will advice against it. He was even prompt to inform me that the company insurances were expiring even before i receive any notification letters. As such, i decided to entrust him with all my family and personal related insurance polices, including some investment portfolio. A great adviser is hard to find nowadays, more so, one that become a friend. Chat him up and you guys will believe what I have mentioned.

Client of Keef Lim

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

Mr Thomas Smith

David is knowledgeable about both products and the market and is a true professional in how he conducts business. Most importantly, he has handled my finances with personal care and attention in establishing a broad-based portfolio that has shown good returns in often volatile market conditions.

Client of David Francis

Ms Jenny Chng

Quantity Surveyor

Leslie is an excellent financial advisor who is experienced and knowledgeable. He is good at advising me with a suitable plan/ product based on my needs and requirements.

Client of Leslie Teo

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Mr Lim Hao

VISA

Chalysta has a cheerful personality that makes her a pleasure to work with.

She demonstrated great patience in discussing various products, ensuring that I found one that was suitable for my needs. She took the time to thoroughly explain every detail and answer all my questions, no matter how many I had.

What stood out the most was her ability to make our conversations light-hearted and unpressured, creating a comfortable environment where I felt free to ask any questions. I would highly recommend her expertise to my friends and family, confident that they will receive the same level of care and professionalism.

Client of Chalysta Sim

Mr Elvis Teo

Software developer at Activants ptd ltd

I am happy with the insights and advises provided by Ewald. He is always prompt to response and helpful!

Client of Ewald Teo

Ms Diane Lo

Civil Servant at Civil Service

Serene is a long-time friend (since JC days) and a wonderful financial advisor. As a friend, she gives of herself 100%, is sensitive to others' feelings and dedicates herself to helping and cheering on her buddies. She serves her clients just as she would for her close friends and this is the kind of relationship i cherish from her, not just in our personal but also professional circles. As my financial advisor, she is sensitive to my needs, customises plans accordingly and always watches out for my interests. She is genuine and authentic in how she treats people, constantly seeking to serve, uplift others and our financial situations. I love that our relationship is genuine, built on care and trust!

Client of Serene Seah

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

Mr Jovin Chew

Aspiring Business Analyst

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Client of Jack Chan

Mdm Ng Lin Yen

Admininstrator at FIS Derivatives Utility

Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!

Client of Eeks Lim

Mr Yow G Y Tommy

Trainer, Performance Specialist at SKECHERS Singapore Pte Ltd

Common sense but not common practice to many, to have a creditable and reliable individual as your insurance advisor. For that, I had chosen Tiac Pin to be my only insurance advisor. Our bond of trust was built over the many years since Q4 2007, during our days in National Service. During our time, I found Tiac Pin to be passionate and genuinely sincere in his approach towards people, and that trait of his has continued on even after National Service, into the industry that he loves and is currently serving in. Thank you Tiac Pin.

Client of Ng Tiac Pin

Miss Christabell Wang

Solutions Engineer at 3forge LLC Singapore

Jack is an exceptional advisor who goes above and beyond. When I faced challenges with claims and coverage gaps, his expertise and willingness to assist, even liaising with my family directly, made all the difference.

Unlike most FAs, Jack reviews and optimizes pre-existing policies with care. I trust him entirely with my family’s insurance needs and highly recommend him for his genuine dedication.

Client of Jack Chan

Tee Cy

PHV Driver

Jia Min is very helpful and quick in response as my advisor! She is always friendly and humble. Recently, I went into some financial difficulties, and needed her help on some administrative matters regarding my policy. When I reached out to her, she was prompt to reply over WhatsApp and immediately acted on my request. I appreciate how she shows concern beyond her advisor role, and understands my situation, leaving me with a peace of mind by updating me on the status constantly. Appreciate Jia Min's help and am glad that I have her as my advisor. Thanks so much, Jia Min. :)

Client of Teo Jia Min

Ms Eva Tan

Relationship Manager at Synergy Financial

"The growth and development of people is the highest calling of leadership." —Harvey S. Firestone I'm very grateful & thankful for my boss past 3 years. In 2022 I wasn't working for 6months , having undergone wrist implant surgery. I still rem when my boss calmly said : focus on recovery. I felt assured as I wasn't emotionally & mentally prepared for my long recovery ahead. She's a leader who is always decisive even under stressful situations, to see & lead our agency to clear direction. Most importantly, she always has a heart for people. I look forward to many more years under her leadership and believe I can still achieve more.