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 Jeremy Lim

Prompt, reliable & efficient. Blessed to have you managing my portfolio bro.

Client of Qaiser

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

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

Mr C Y Goh

Managing Director at MG & G Marketing Pte Ltd

As per attached image.

Client of Pauline Lau

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

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

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

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Mr Xia Jian Feng

Principal Product And Tech Consulting at Sabre APAC

Alfred has been servicing me for several years, since I have less experiences in insurance and investment, he always is able to provide the professional and comprehensive consultancy in patience, helps me make the decision meeting my needs.

I would like to take the opportunity to thank him for all his engagement and extra efforts.

BIG THNAKS for his great work!

Best regards, Jian Feng

Client of Alfred Seng

Mr Lester Lim

Music teacher

From our very first meeting, it was clear that Elden genuinely cares about his clients. He took the time to thoroughly understand my financial goals, personal circumstances, and risk tolerance before crafting a tailored strategy that well aligned with my needs. What truly sets him apart is the attention to detail and the ability to explain complex financial concepts in a way that is easy to understand, making me feel confident and informed about every decision.

Elden has consistently demonstrated an exceptional ability to navigate the ever-changing Financial Landscape. He has not only helped me grow my wealth but also provided peace of mind knowing that my financial future/portfolio is in capable hands.

If you are looking for a financial adviser who combines deep financial knowledge with a personal touch, I highly recommend Elden.

Heartfelt Thanks Elden and Continue the great performance!

Client of Elden Wong

Emer & Jiajia

Sincere and extremely helpful, goes out of her way often

We have engaged Pauline for more than a decade now and are always moved by her passion to help others, her down-to-earth and personable approach, and willingness to go out of her way to help. Whenever we have any questions relating claims, we can always count on her to help us to process these in a quick and hassle-free manner. She does not hesitate to share her experience, knowledge and expertise to help us make better decisions. Thank you Pauline!

Client of Pauline Lau

Mr Cheong KM Steven

Admin at Min HA

My first experience with Elden was when my previous advisor had to take an absence due to health reasons.For a start due to the absence and my portfolio was not being actively managed and resulted in huge losses.it took me quite some time to see what Elden can do and had a very different approach and gave me hope he can revive what was in my portfolio by taking a capital appreciation approach.Finally made the decision to go ahead with his recommendations after various lengthy exchanges.Just a few months later and some tiny fruits began to bear.Light is beginning to shine brighter at the end of the dark tunnel.Highly recommended Elden, the adviser to go to if you wanna see results not just talk and without the clients situational understanding.

Client of Elden Wong

Ms Janet Renee siow

Met Li zhen for the first time today. Wasn't expecting the meeting to last more then half an hour but end up spending a couple of hours listening n learning a few things from her. What an impressive lady. I am so blown away by her knowledge n honesty. She took me thru the entire process of how I should manage my finance n my Will. I hv never met a person as intelligent as her. If u heard of man of all trade n master of non. U can be sure, I found her. She is a walking encyclopedia, Lizhen, you are absolutely amazing.. I wish u the best in you career, your company is very lucky to hv you on their team.

Client of Khoo Li Zhen

Ms Hazel Robert

I've had the pleasure of working with Gemaine for the last 8 years. Throughout this period, she has consistently demonstrated exceptional professionalism and expertise in assisting me with my insurance needs. She has a proactive approach in finding the best coverage options tailored to my specific requirements. She really took the time to thoroughly explain each policy detail, ensuring I understood what I was getting and why it was suitable for me. This level of clarity and transparency is rare and greatly appreciated. Moreover, she has been incredibly responsive whenever I've had questions or needed to make adjustments to my policies. She promptly returns calls and emails, which is crucial for someone like me who values efficient service. She not only handles routine matters efficiently but also provides valuable advice on how to optimize coverage and save on premiums without compromising protection. Overall, I highly recommend Gemaine for anyone seeking a dependable advisor who genuinely cares about their clients' well-being and financial security. I’m so privileged to have her as an advisor and now a dear friend.

Client of Gem Huang

Mr Jason Ang

Senior Manager at LITESTAR

Alan is a detailed Adviser who makes the effort to ensure that I understand what I am signing for. He is also patient and accommodating to my timings.

Client of Alan Lim

Mr Ang Kok Hwa

IT Director

I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan.

Client of Roger Lim

Ms Suruchi Arora

Product Manager at Biotechne

I would like to recommend Josselyn as an Finanacial Adviser who not only prioritizes their clients' needs but also goes above and beyond in fighting for their claims. With Josselyn, you're not just getting a dedicated professional but a true advocate who works tirelessly to ensure that your needs are met and your claims are handled with utmost care and efficiency. Josselyn exemplifies what it means to be customer-centric, understands their needs and recommends what is needed.

Client of Josselyn Lee

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

Mr Andy Lim Yong Chuan

SAF

My adviser treats me more like a friend than a client. He advises me on financial related matters which is closely based on my needs rather than selling his products for his advantages. His professionalism has been displayed through his consistent updates of my investment portfolio over the past 10 years, putting me at ease in the mist of my busy family-work life. It is really a comfort to know that my investments and my future financial plans are in good hands.”

Client of Eric Lim

Ms Alice Tan

Confidential Secretary at JP Nelson Group

It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!