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 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

Ms Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

Client of William Seah

Mr Ernest Er

Manager

Knowing Garrick for many years, he has been very conscientious, professional and dedicated to his work. He has been patience in explaining my financial and insurance gaps, going thru details and share examples. Very knowledge, keeps track of my policies and answered questions timely and accurately. Highly recommend Garrick to be your financial planner, anything unsure just ask Garrick!

Client of Garrick Lin

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

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

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Mr Wei Jian

More than a close friend of my wife, Gem never ceases to impress us with her professionalism and passion for her work. More than recommending the most value for money policy for our entire family, she genuinely cares for the well-being of my family when there are claim cases and when it cames to claiming, she advises promptly and accurately. We highly recommend her to all our family and friends! Thank you Gem!!!

Client of Gem Huang

Ms Mirani Dyah Claresti

Offer Industrialization Leader at Schneider Electric

I had an excellent experience with Chalysta as my insurance advisor. She is highly communicative, knowledgeable, and professional, providing clear explanations and guidance throughout the process. I truly appreciate her genuine concern for clients’ needs. I would confidently recommend her services to anyone seeking a reliable and competent insurance and financial advisor.

Client of Chalysta Sim

Ms Joyce

Commercial Manager

I known Marvin more than 10 years and he helped me regain the confidence to trust financial advisor. I have a very bad experience in my younger days when I first buy insurance through friend and my policy become orphan because my friend left the job. When I first met Marvin and his team, I shared with him my experience and paitently explain to me how he help his client, what is his approach. He is not pushy and he always put client interest as his priority. Glad I met him and regain confidence with Financial advisor

Thanks Marvin!

Client of Marvin Lai

Mr Yeo Siew Chi

PR Manager at Banking & Finance Sector

I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!

Client of Roger Lim

Ms Fang Hong

Data Analyst at DBS

I am highly impressed with the services that Cheryl has provided to me and I wish you express my sincerest thankfulness towards her. This is in reference to the life policy that I had taken from you. Prior to the acceptance, Cheryl had thoroughly review all my current policies (not just one but many) and able to provide the most favorable insurance that you believe, I should deserve based on the amount I had paid. So far, no agent I met was able to consolidate all my insurances and maximize the coverage except CHERYL. In addition, she has gone extra miles of accompanying me to the doctor to ensure my current insurances that I buy accept my currently yearly checkup condition. Such a dedicate agent like Cheryl is really hard to find. And I take this opportunity to wish all the best for your future works Cheryl!

Cheers!

Client of Cheryl Huang

Ms Daryl Fawn K

Executive

I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.

There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.

Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.

Client of Harris Mak

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and I’ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Client of Jack Chan

Ms. Alicia

Manager at Citibank

Maeva has been a gem! She has been very thoughtful and detailed in my planning and gave some really good advice. And i love that she is very patient when it comes to explaining the features of the plan.

Client of Maeva Huang

Mr Kenneth

Manager at JTP PTE LTD

A dedicated and well knowledged financial adviser. Eric's step by step financial & health planning which was easy to understand and definitely meet your needs and wants. Not to forget a generous and easy going person who was my financial adviser to friend now!

Client of Eric Lim

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!