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 Khidir

Director at Smileswimmers

Amy have been my financial advisor for me and my family Have done few surgery and check up for myself and my family and not only that investment also The best financial advisor and and insurance in Singapore !

Client of Amy Lin

Haikal

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Ms Jessie Seah

Tourist Guide at None

A person that you can count on at all times. She is not only a friend but a honest advisor. My friends all trust her as well. It is definitely a blessing to have her in my life.

Client of Pauline Lau

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.

Client of April Lim

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

Ms Lee Daisy

Mission and Admin Co-ordinator at Fairfield Methodist Church

In my retirement financial planning journey, Agnes challenges me to think beyond retirement as a destination but rather a transforming life journey. She actively listens to identify my needs and concerns, and patiently journey with me as we put the puzzle pieces of my financial plans together. Her positive energy and genuine concern for others puts me at ease to entrust my financial planning to her.

Client of Agnes Lim

Mr Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Ms Alicia Wong

I am incredibly grateful for the support provided by Sie Hua as my Financial Advisor. Her unwavering patience and clear guidance have been instrumental in helping me navigate the complexities of various financial products. As someone with limited financial knowledge, Sie Hua's ability to patiently address all my inquiries and doubts has been invaluable. I truly appreciate her expertise and time to ensure that I make informed decisions about my financial future.

Client of Tay Sie Hua

Mr Sailesh Thanki

Customer Success Manager

Chandrika has been very helpful and has been my one stop shop for my family to suggest any insurance related or investment linked instrument. She gives personalized attention and as a result I have referred her to my friends also. Its a pleasure to work with her.

Client of Chandrika

Ms Yu Jun

Pauline has been my advisor for about 4 to 5 years now and she is a very caring and took time to understand my needs and provided policy recommendation tailored to my needs. She is also patient while explaining the policies to me. I’m glad to have Pauline as my advisor!

Client of Pauline Lau

Mr Ahmad Ghuzaili

Syauqi is very helpful, knowledgeable and replies promptly. Very patient in explaining and goes the extra mile. Genuinely cares about the financial literacy of his clients. Thoroughly went through my financial statement as well as the recommended policies with me so that I could make an informed decision which I am able to afford in the long run. A pleasure to work with. Thank you Syauqi!

Client of Ahmad Syauqi

Mr Huang I Sung

Project Manager at Hyundai Engineering & Construction

Marvin has been my expert on insurance policies for more than 10 years, helping me to build the protection I wanted for my family along the way, he is trustworthy, knowledgeable and devoted.

Client of Marvin Lai

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

Ms Rosy Tan

Senior Analyst at The Northern Trust Company

Amy is a nice & outspoken lady. She carries herself well, knowledgeable in her field of expertise. Approachable, friendly & pleasant to be with

Client of Amy Lin

Naim

Annabel was attentive to my needs and assessed my family's financial situation properly. She took her time to explain the different plans and filtered through multiple companies to propose plans that best suit my family's needs. Truly grateful for her service!

Client of Annabel Ang

Ms Jay Cel Galura

Construction Manager at Sato Kogyo (S) Pte. Ltd.

He is great in terms of communicating with me. He explained clearly & easily to understand. He looks after the well being of the cloent and not just for his own sake. I felt that he is trustworthy on our first conversation and confident enough in terms of his job. Looking forward to have a great connection with him. And hopefully my investment will be taken care. Thanks

Client of Law Hanwei

Mr J

Self-employed

Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart.

I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's.

Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers.

I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.

Client of Aaron Chua

Ms Smarika Chaturvedi

Senior Hr Professional at IAS- An IBM Company

I know Chadrika for more than 5 years now, she is thorough professional and great person to work with. I know her both at personal and at professional level. She has a zeal and instinct which very less people has for their profession. She is a go getter and with very high professionalism. Look forward for a long term association with her.

Client of Chandrika

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Mr J

Hotel Operations

Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.