Wendy Koh is a highly competent, meticulous and delicate financial planner and insurance advisor. Her comprehensive approach to financial planning, which includes insurance strategies, has truly transformed my financial security and peace of mind. Wendy took the time to understand my financial situation and needs holistically, considering the factors such as my lifestyle, dependents, short-term and long-term objectives, as well as my risk tolerance. Wendy exhibited the utmost professionalism and integrity. Her dedication to my financial well-being was evident, and her personalized attention made all the difference. Thanks to Wendy’s expertise in insurance and financial planning, I now have a comprehensive safety net that protects me and my loved ones against unexpected events. In addition, I have seen significant progress in my financial journey. I am confident that I am on track to achieve my financial goals. In conclusion, I am very grateful for the exceptional service provided by Wendy Koh. I feel fortunate to have found such a knowledgeable and trustworthy financial planner and insurance advisor. I wholeheartedly recommend her services to anyone seeking expert in insurance and financial advice.

Wendy has been my financial advisor for 20+ years, way before joining Synergy FA. Her commitment is not in closing the case to hit her KPI targets, but focus in ensuring that I'm aware of my missing coverages and close those gaps. She understands my needs and match them against the offers / products from different insurance companies, with the restrictions of budget in mind. I trust her recommendations as she knows me best! Describing Wendy as dedicated is an understatement. Her professionalism and actions says more than anything else.

Wendy is a detailed and empathetic advisor who puts her client needs in front all the time. She is committed to serve her customer in time of needs especially when a claim arises. She is very approachable and I put all my trust in her for all my and my family’s financial needs.