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.

Mrs Serina Cheong

Counsellor at Hero training and consultancy

I am very pleased with Pauline, her love and care for me when I fell down and had a deep cut on my toe. She advised me to go hospital and followed up on me till I am better. She is very prompt and efficient in helping me with aly claims even when I lost 1 of my check. She kept following up on me. Thank you for her services

Client of Pauline Lau

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Ms Lam Chieh Ling

Home maker at Not applicable

I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.

Client of Nicolette Gnoh

Ms Sabrina

Early Childhood Educator

Filled with passion and dedication, Hund reaches out to help me in my financial planning in every way that he can. His emphasis on the importance of starting early has encouraged me to take a closer look at my finance and plans for the future. Hund also goes the extra mile to provide value-added services, like reorganizing my portfolio to ensure that I am able to understand them easily. Thanks to Hund, I have less worries about my life coverage and wealth accumulation. I would definitely recommend him if you ever need any help with planning your finances.

Client of Hund Wong

Mr Clarence Choo

Security at Eagle I Security Services

Jason has helped me a lot in the area of planning my savings and insurance well. I definitely learnt to manage my cash flow, especially on how to save and spend at the same time.

Client of Jason Choo

Mr Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Ms Ruby

Sales Manager

Jiamin was introduced to me by my sister, who recommended her to me as she is warm and knowledgeable. After meeting her a couple of times for my policy review, she is indeed genuine, as she was fine with me asking about alternatives insurers besides the one recommended to me.

Also, unlike most agents I've met, I opened up to her quickly as she is very friendly. I'm glad to have her as my adviser!

Client of Teo Jia Min

Mr Eric Vu

Paraplanner Associate at Synergy Financial Advisers

Working as an Associate under JackChanFinance has been an inspiring journey. Jack’s unwavering commitment to prioritizing client experience sets a high standard—prompt responses, seamless processes, and accurate information are non-negotiables. Observing Jack's dedication to every client, regardless of the situation, has shown me what true professionalism looks like. His work ethic and client-first approach make him an exceptional financial advisor.

Client of Jack Chan

Mr Jason Tan

SysEngineer at IQ Dynamics

Rave is an exceptionally knowledgeable and passionate financial advisor who truly excels at what he does. He prioritizes his clients’ needs, meticulously analyzing the vast and complex insurance landscape to identify the best policies which suit my needs. Thanks to his expertise, he has introduced policies that are perfectly aligned with my financial goals and situation. With Rave managing my financial policies, I have complete trust and peace of mind knowing that the policies he has chosen are the best fit for me.

Client of Rave Peh

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Ms Ashley Cheung

April has been extremely helpful and is an advocate in seeking a policy that provides the best coverage based on my current needs. I am extremely thankful to work with a financial adviser who demonstrates empathy and is truly interested in my preferences and circumstances. It’s been nothing short of a great experience and April is someone that I would highly recommend talking to regarding your insurance needs.

Client of April Lim

Mr Yang

Business Owner

As per attached image.

Client of Roger Lim

Ms Joanna

Assistant Manpower Manager

"Responsiveness", "Reliability", and "Customer First" are the 3 key qualities that define a good Financial Planner. Jarius has it all. He is always there to assist me with financial matters. Jarius is always quick to respond to our text messages and phone calls. He's a competent insurance broker who actually cares about his customers even after the transaction and is always willing to provide us financial advice. "Customer first" means putting the customer's needs first, and his honesty earns our respect and trust. He takes the time to get to know our needs and then recommends suitable products that matches my goals. I appreciate all Jarius has done for us, and we would gladly refer him to our friends and family."

Client of Jarius Kan

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

Ms Hong Woon Shang

HR Executive

Impressed with Derrick's service. A great listener, understand my needs. No Hard Sell. No Force. Trust Derrick

Client of Derrick Chee

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Ms Jean Ong

Client

I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.

Client of Yvette Yap

Mr Yeo C S

Andy is an excellent FA whom you can count on. He has great product knowledge, is resourceful, provides sound advice, gives prompt service, and most important of all, he is willing to go out of his way to help his clients. I have good experience in getting Andy's service, and I will recommend him to my friends.