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 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 Jason Khoo

Terminal Operator at Shell Eastern Petroleum

It’s clear that Edward worked very hard to find the best value and suitability for my insurance needs, even in spite of the fact I had some unusual circumstances. He was extremely patient and informative. He also completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been. Thank you!

Client of Edward Shee

Mr Hee Yueh Turng

Product Engineer at OMS Oilfield Services

Words are beyond description for Derrick’s service to me! Derrick is very responsible and proactive. Always be there for me or do to the best he can to help me with my problems. 2 thumbs up from me. If I have more thumbs I will give more!!!

Client of Derrick Chee

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

Ms Cindy Lim

It has been a great experience with Jayne. She has been patient and consideration of my needs. I hope we could do more sharing in the future.

Client of Jayne Kwok

Dr Angie

Associate Professor at NTU

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Client of Danny Lee

Ms Zoee

Cheryl 是一个你一定要认识的财务经纪。我是在朋友的介绍下，认识了Cheryl。服务好，细心，回应快，是一个很可靠的人。我们也渐渐的变成了好朋友！

Client of Cheryl Huang

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Mr Thean Guang Qing

Leslie is a very committed & detailed advisor. He goes out of his way to understand my needs & what policies I have before recommending any good solutions and any other policy to get.

Client of Leslie Teo

Mr Fikri

Container Handling Specialist at GKE Services PTE LTD

Very detailed when explaining about policies. With regards to claims, He is efficient and helpful all round.

Client of Ahmad Syauqi

Mr Daniel

Pauline is reliable and always ready to extend help and advice when we need. Thank you for your unwavering support throughout these years!

Client of Pauline Lau

Mr Sebastian

I am impressed with Ida’s professionalism. She was also detailed and showed patience in her explanation to my many queries. I will definitely look for her if I require new policies and recommend to my friends.

Client of Ida Ahmad

Kaishan

Me and Maeva have know each other for 13years. She been very friendly n patient to advise me, my familys and friends. When you have a question or need someone to advise, she always reply fast n clear to you. I will definitely recommend her to everyone. Well done Maeva you did a great job 👍

Client of Maeva Huang

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Ms Hui Cheng

Finance Manager

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Client of Tynn Lim

Mr Jason

Logistics Analyst at Stryker

Tynn is a a detail oriented and friendly professional in the financial advisory industries. She believe and commit in her work with lots of passion. She is a meticulous lady. She keep her clients up to date whenever there is a amendment in the policy, especially during this global pandemic. She is extremely helpful in answering all the queries and one outstanding advantage about about Tynn. She is never pushy about selling her products. Most importantly, a good advisor is able to identify on which products fits for each individual. Good Job Tynn. Keep up great momentum

Client of Tynn Lim

Mr Bryan Ong

Founder at Method B Pte. Ltd.

Darius is an exceptional financial consultant that places his clients’ needs first. Our family decided to purchase all our insurance coverage from Darius because we really trust him as a person, due to his sincerity, strong work ethics and meticulousness. We are fortunate to have found him as our financial consultant. He is really detailed in the analysis and recommendation of plans, which we appreciate. He is also fast in answering our questions, and has been so for a good number of years for us. This shows Darius is a dependable individual and is in it with us in our journey. Thanks Darius, for being such a good friend and financial consultant, we place complete trust in you for our insurance policies. We strongly recommend Darius to manage your insurance coverage. It’s hard to describe in words, but when you meet him, you will understand. Sincerely, Bryan, Tina and Kaylon

Client of Darius Tan

MR Julien

Device Engineer at Opus It

"I have had the pleasure of working with my friend for financial planning, and I must say it has been an enlightening experience. My friend possesses a deep understanding of how finances work and has a caring attitude towards helping others. I have noticed significant benefits from following the advice given, especially in terms of budgeting and saving. Overall, I highly recommend my friend's financial planning services. What sets my friend apart is the detailed and personalized approach taken to ensure that the planning is thorough and the advice given is practical."

Ms Leong

Retiree

Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.

I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.

I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.