Working together to achieve financial freedom

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

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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 Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Client of Tan Jun Qi

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Ms Emily Tan

Cabin Crew at SIA

A very sincere agent who is never pushy, and shares logically the benefits of the products and address your concerns if any. She really thinks from her client’s point of view and putting the clients as their priority to recommend products that really suits their needs. All my insurance policy are bought with her, and importantly she is very responsive whenever I contact her for any queries that I may have.

Client of Maeva Huang

Mr Elvin Chong Beng Chee

Basketball Coach

Roger has been helpful in sharing with me my financial plans and committed to following thru and delivering my financial needs. Really grateful to have know him and know he’s doing great!

Client of Roger Lim

Ms Cordelia Koh

Reinsurance Technician

I have known Harris for over two decades, and throughout this time, he has consistently demonstrated integrity, professionalism, and genuine care for his clients. What sets Harris apart is not just his technical knowledge, but his patience in explaining complex financial matters in a way that is easy to understand. He takes the time to understand individual needs and always recommends solutions that are practical and aligned with long-term goals. I have full confidence in his advice and would not hesitate to recommend him to anyone looking for a trustworthy and dedicated financial adviser.

Client of Harris Mak

Mr Choong

Engineer at Micron Semiconductor Asia Pte Ltd

Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!

Client of Rave Peh

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Mr Wai Kit

Academic Director at The Learning Lab

Wei Qi has been my agent for many years and he has always been very helpful with managing my profile and claims. Always trust that he will provide recommendations based on my life stage and needs.

Client of Ong Wei Qi

Mdm Eileen Ng

Operation Controller at Den Hartogh Asia Pacific Pte Ltd

Chaur Fon is our company Financial Advisor since 2012. He is very patient and also very attentive. Last year, I had a bad fall and fractured my ankle. He followed up my case very closely and attend to all my enquires till I received my final claim.

I would strongly recommend his services to all my friends if they are looking for any insurance plans!

Keep up your good job Chaur Fon!

Client of Ting Chaur Fon

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Mr Isa Razif

Supply Planner at Procter & Gamble

Consultation sessions with April are comfortable and free flowing. She is able to answer all random enquiries with relevant situations and examples. She has a non-judgemental approach to construct and advise a financial plan based on current financial status and lifestyle. Two thumbs up!

Client of April Lim

Ms Evelyn Lau

Homemaker

Best advisor I’ve ever got in the insurance industry! Reliable, trustworthy, personal and most efficient!

Client of Derrick Chee

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Teo Jia Min

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

Mr Nathanael Tan

Centre Executive at Extraordinary People Limited

Initially, I thought Jack was just another pushy agent, but he quickly shattered that assumption with his genuine sincerity and desire to help. Even though I couldn’t purchase directly from him, Jack went above and beyond to treat me like his own client.

His clear guidance on insurance and investments has transformed my financial confidence, proving he’s not only skilled but truly cares about making a difference.

Client of Jack Chan

Ms Cindy Wang

A very patient guy who will go all out for you. Gathering different comparison and explains them to Ensure I understand. Someone who know their work. Great customer service, will always follow up to check on client. ◡̈

Client of Siah Zhen Quan

Ms Shaina

It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!

Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser!

Client of Elden Wong

Mdm Hw Goh

Business Owner

I have accumulated several different insurance policies throughout my working life. As a busy entrepreneur focused on building my business over the past decade, I’m guilty of neglecting this aspect of my personal affairs. Glad to have met April who took extensive time to compile and study all the policies I’ve had in place. She spent much time and effort to go over those plans and point out areas where I’m lacking in protection and was able to patiently guide me along to fill those gaps. I’m now able to rest easy knowing that this area of my personal affairs are now in order. Thanks April, for your patience in a thorough guided counsel.