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 Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Mr Andy Tan

Asia Finance Director at Technology Industries

When I first decided on getting a Tesla, I went to a few official websites to get insurance quotes and was shocked with the ridiculous insurance premium. Fortunately, I was referred to Joleen and she helped me obtain a few quotations and advised on its pro and con, which i ultimately got a comprehensive coverage at a very reasonable price. She is extremely detailed and responsive. She is now my go-to person whenever I have any insurance needs. I have gotten my 2nd car insurance with her and also a few travel insurances since travel restrictions eased. Joleen is definitely highly recommended.

Client of Joleen Peh

Mr Koh

After experiencing significant losses in my investment portfolio, Elden stepped in and quickly made a meaningful difference. Within just a year, thanks to his thoughtful restructuring and proactive approach, I began seeing substantial gains—helping to reduce the previous paper losses. Elden takes the time to understand my expectations and consistently explains the reasoning behind his recommendations, giving me confidence and clarity. I truly appreciate his dedication, transparency, and professionalism.

Client of Elden Wong

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 Atika

Design Engineer at Cragar Industries Pte Ltd

Hi Darius!

Thank you for patiently guiding me step by step throughout understanding the entire processes of the different types of insurances and making sure i know what i’m signing up for! So grateful that you’re a meticulous person who goes through my finances with me and work out the best offers together!

Extremely trust-worthy and will definitely recommend you to my family & peers!

Looking forward to learning more from you and a wonderful journey ahead! ☺️☺️

Client of Darius Tan

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

Ms Lee

Reconciliation Specialist at Schroders

Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me!

Client of Kuah Rui Han

Dr Lim Zhi Chiaw

Research Fellow at National University of Singapore

Ewald is a highly approachable advisor and a friend whom I go to whenever I have queries about certain financial products. Having been in the industry for many years, Ewald is a reliable person who is both experienced and knowledgeable in his field. He serves his clients with a true heart and is never pushy in sales. Ewald is also very responsive when contacted and makes sure to assist you in your needs to the best of his ability.

Client of Ewald Teo

Mr Tang Choon Kit

Sales Manager

I had many pleasant experiences with Gem helping me and my family with our insurance needs. Always kind, patients and genuinely wanting to help. Go above and beyond to lay out all the information and find the best way to explain in easy to understand terms. Really happy to have Gem helping us.

Client of Gem Huang

Ms Sabrina

Early Childhood Educator

Filled with passion and dedication, Hund reaches out to help me in my financial planning in every way that he can. His emphasis on the importance of starting early has encouraged me to take a closer look at my finance and plans for the future. Hund also goes the extra mile to provide value-added services, like reorganizing my portfolio to ensure that I am able to understand them easily. Thanks to Hund, I have less worries about my life coverage and wealth accumulation. I would definitely recommend him if you ever need any help with planning your finances.

Client of Hund Wong

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 Angeline Kwa

Administrative at Hermes

The most responsible, approachable, reliable, hardworking advisor you can ever find! If you need an advisor to help you with your insurance or financial needs, Derrick is the person you need.

Client of Derrick Chee

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

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

MS Natasha Prasad

Senior Sales Executive | Digital Transformation | Fintech | SaaS | Passionate L&D Professional at Fidelity Information Services - FIS - Fintech Company

Josselyn is nothing short of extraordinary and transformational at her job. She pairs deep financial expertise with a rare emotional intelligence that makes every conversation feel empowering, not overwhelming. From complex insurance questions to long-term financial strategy, she breaks things down with clarity, empathy, and rock-solid professionalism.

Josselyn doesn’t just “do her job”—she elevates the entire experience. She listens intently, tailors solutions precisely, and follows through with the kind of care and attention that builds genuine trust. She has brought peace of mind to me and my family for many years now as our financial advisor, guiding us confidently toward financial and wellness security with evidence-based, practical advice.

Her ability to connect, educate, and lead with integrity sets her apart in a crowded field. If you’re looking for someone to help you take charge of your financial planning and investment decisions with calm, kindness, clarity, and confidence, Josselyn is the advisor you want in your corner.

Thank you for your incredible and endless support to myself and my family Joss. To many more years partnering together.

Client of Josselyn Lee

Mr Alex

I was introduced to Derrick years ago, and it was a great decision to stick with him since then. He had proven to be a hardworking and reliable individual who cares for his clients. He responds in a timely manner to requirements and requests, so I have no qualms with reaching out to him for any related advice or questions. Always friendly and honest, I have peace of mind when dealing with him for all my policies as I know that I can trust him to look out for my interests. Appreciate your help and friendship throughout this time, Thank you Derrick!

Client of Derrick Chee

Ms Firda

Educator

Before I started working with Elden, I knew almost nothing about finance, and to be honest, the whole topic felt pretty overwhelming. But from the moment we began, he made everything feel surprisingly simple and approachable. He has a way of breaking things down so clearly that even someone like me—who came in with very limited understanding—felt comfortable following along.

What I appreciated most was how patient he was throughout the entire process. I never felt awkward asking questions, even when they were basic or repeated. Elden always took the time to walk me through each idea in plain, everyday language, and he used practical examples so I could actually picture what was happening. Nothing ever felt rushed or complicated for the sake of it.

It’s clear he knows his field inside and out—investments, insurance, portfolio structure, market trends, you name it. But what stood out is that he never tried to push products or overwhelm me with information. Instead, he focused on what made the most sense for me and explained why each step mattered.

Thanks to Elden, I feel far more confident about my finances than I ever thought I would.

Client of Elden Wong

Mr Clarence T

Hair Stylist at Hair Philosophy SG

Responsible, reliable and trustworthy Entrusted him with all my investment and insurances

Client of Derrick Chee

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Mr Kevin

Operational at T.H.G

Hans always plays the right cards and approaches every situation with patience and clarity. He takes the time to explain each question thoroughly, ensuring I fully understand before making any decisions. What began as a professional relationship has grown into a trusted friendship. With his strong knowledge and skill set, I feel safe and confident following his advice in managing my portfolio. Here’s to many more gains together!