Working together to achieve financial freedom

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

Learn more

Working together to achieve financial freedom illustration

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 Bea

Student

i was introduced to her by one of my relatives and after meeting her for the first time, i felt like my dreams as a student was possible. she did her best in trying to make every single one of her client’s dream possible at a certain age. she is very warm and friendly, which made me open up to her easily and i could vibe with her very well too. She taught me more about financial independence and how i should spend my money while sustaining my happy lifestyle now. I gained knowledge advice from her and i definitely will recommend to my friends if they need a planning to do.

Client of Agnes Lim

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Mr Parvesh

Director at Zia logistics

I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.

What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.

Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Client of Rison Ong

Ms Puay Fong

Engineer at Sembcorp Marine Integrated

Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!

Client of Jason Choo

Mr Andy Tan

Asia Finance Director at Technology Industries

When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.

Client of Joleen Peh

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

Mr Darryl Chua

NSF

Highly recommend Rayers to everyone who is looking at getting help for finance and investment! He is an expert in this field as he has good knowledge in finance and investment. He has been helping me with managing my finance for the past 3 years as my finance manager.

Client of Rayers Sia

Mr Marion Frayna

Marketing Associate at Secretlab

Nova is an incredibly hardworking, meticulous, and sincere person, and it reflects in her work as my Relationship Manager. Prior to meeting her, I was completely unaware of the potential my finances had in terms of future-proofing myself, and just kept using my money irresponsibly. Nova has since given me more confidence to live out my lifestyle and look forward to the future without having to constantly look over my shoulder.

Today I am working towards completing my BTO with my wife, alongside setting aside finances to invest for the distant future. All this is thanks to Nova’s constant guidance and transparency. I would not have been able to do this without her help, so for that I am grateful.

Client of Nova Lontok

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Mr Jay

Full-time Ns (nsf)

Rayers has been a very well-informed and insightful advisor. Providing us with timely updates and proper reasoning between switching of certain funds and simplified updates on the current global financial situation. His decisions are made on the basis of having customers' needs coming first, ensuring that every individual needs are met and that the benefits are most optimised.

As dry as certain topics may be, he tries his best to cover each topic in a comprehensive but simple to understand way. His dedication in ensuring every single one of his clients is knowledgeable in the field is a very honorable action.

Client of Rayers Sia

Mr Jay Ho

Adminstrative Assistant at Yishun Health Campus

Mr Derrick is he most responsible & reliable agent I ever met! Very proud of him and I'm glad to have him as my advisor. Keep up the good work!

Client of Derrick Chee

Mr Daniel

I've been acquainted with Yvette for over three years now, and I must say, her assistance and service are commendable. She's incredibly helpful, providing prompt and efficient service whenever needed. One of her standout qualities is her ability to explain things in a straightforward and easy-to-understand manner. I wouldn't hesitate to recommend her services, and I'm even contemplating utilizing them for my other financial planning requirements.

What sets Yvette apart is her attentiveness to my concerns and aspirations. She takes the time to listen attentively, and together, we collaborate on devising strategies that align perfectly with my goals, ensuring the best possible outcomes.

Client of Yvette Yap

Mr Cliff Chan

Senior Associate Engineer at ST Electronics

Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her.

Client of Cheryl Huang

Mr Lok

Teacher

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Client of Grace Lee

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Ms Jenny Goh

Tiac Pin is one that you can trust completely. Having known him since he was a teenager, he has always been sincere and honest in all his dealings. He made many extra miles to answer to your queries and research for financial products that best serves your needs. Not one who hard sell, he will sometime even dissuade you from investing if he assesses that it is not going to benefit you. Strive on Tiac, you definitely have what it takes to be an excellent financial advisor who serves with integrity and always place clients interest above all.

Client of Ng Tiac Pin

Mr Mohamad Ismail

Process Specialist

Appreciate Jiamin's non-biased advice from day one! Unlike other agents I’ve met who try to push me plans I may not need, Jiamin took time to highlight what’s most important for me - my hospital plan. I am thankful to have followed her advice to secure my coverage, as later on, when I had to claim for two surgeries (the bills amounted to about $10k), my plan allowed me to waive off most of this amount. While making the claim, there were also some admin issues to handle and Jiamin was there at every step to guide me through and check on anything that needed clarification asap with the insurer/ clinic.

For my investments, Jiamin is also very dedicated and sends me regular reports to update on performances. I highly recommend Jiamin to all those looking for insurance and investments, as she is easygoing and dependable!

Client of Teo Jia Min

Mr Morris Phang

Sales Manager at Apps Systems Service

I got to know Serene through my wife, and I am truly grateful for her guidance and support as my financial adviser.

Serene has helped me with my retirement planning and provided valuable advice that gives me confidence and peace of mind about my future. She is knowledgeable, professional, and always takes the time to address my concerns patiently. No matter when I reach out, she is incredibly responsive and reliable—something that is very rare to find nowadays.

What I appreciate most is that Serene genuinely cares about her clients. Her dedication, attentiveness, and willingness to go the extra mile make me feel at ease knowing that I am in good hands. She has earned my trust through both her expertise and her sincerity.

I wholeheartedly recommend Serene to anyone looking for a trustworthy, responsive, and caring financial adviser. Thank you, Serene, for your excellent service and support. Keep up the great work! ❤️👍

Client of Serene Seah

Mr Tan Jun Wen

Throughout the process of reviewing of my insurance policies, Sean was very professional and knowledgable providing the best alternatives for my current policies where I could save on my premiums. Thanks to his review, I am now more aware of what i own and would recommend him for anyone looking to do an independent financial review