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.

Mr Kang Min Feng

Data Professional at Great Eastern Singapore

Even though Sean knows I am well versed with financial and insurance products, he still properly ensures I fully understand what i am buying into. He takes the time to curate products that suits my lifestyle, life stage and financial goals. I will highly recommend Sean to any individual looking for a competent FA who tailors products to your needs and also follows up consistently on your financial milestones. Look no further.

Client of Sean Neo

Mr Parvesh

Director at Zia logistics

I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.

What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.

Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Client of Rison Ong

Ms Wan Ping

I was first approached by Vivian for upgrades on the ElderShield plan. I wasn't very savvy about the plan and the differences between the providers. Vivian was being very patient and detailed. She was also very responsive on claims matters. Although she was overseas, she got her colleague to assist me.

Client of Vivian Peh

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Roger

Product Development Manager at Ascenz Solutions Pte Ltd

Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning.

Client of Danny Lee

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 Tong TF

Analyst

Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.

Client of Elden Wong

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Mr Kiron Chahel

Account Director at CBRE

Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron

Client of Pauline Lau

Mr Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.

Client of Elden Wong

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

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 Jonadab Phua

Executive

My experience with Synergy – through Angeline – has been exceptional. Patient, thoughtful, and driven to help secure a better financial outcome, there is nothing pushy about Angeline's advice and suggestions. Care is taken to purposefully craft a financial plan suited for the particular season in life I find myself in. Highly recommended.

Client of Angeline Ng

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Mr Jeremy

Operation Executive at LinkEdge

Garrick is easily approachable and is contactable all the time. He is able to provide a policy that best suits your needs and at a competitive price. The after-sales service is definitely there and this kept me coming back as a regular customer if i want to buy any policy.

Client of Garrick Lin

Ms Mellisa Kanaiya

Administrator at Hellermann Tyton Pte Ltd

Dear Darius,

First of all, I would like to thank you for assisting and planning on what is best for our newborn which save us a lot of time researching across different platforms. In addition, you've done a great job on the explanation and recommendations on our financial planning for me and my husband which gives us a better understanding of what is needed in priority at our current stage. We appreciate your effort and would look forward to meeting you soon for our upcoming financial planning. Great to know you by your name for the past few years from QY and I finally get to know you in person now! I would definitely recommend you to my friends and family who require financial advice. Once again thank you, my new friend! 😊

Client of Darius Tan

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 Timothy Christian Lin

Id at Paint Inc. LLP

I have known Hund for many years. He is understanding towards personal opinions, wants and goals. Nevertheless he never fails to interject his own opinions sensitively from his years of experience to ensure you make a well informed decision when planning your finances. Service with a smile, he has never failed to go the extra mile no matter the situation, even checking up on me and my family every time we are back from vacation or even quarterly to see how things are going. He has always provided service as a human to another human and i have never felt pressured into making decisions when consulting him. One of the best service experiences. I would highly recommend him always to the people around me.