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 Tan

Director

Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!

Client of Andy Seo

Ms Huimin

Danny went above and beyond his role as an advisor. He places the needs of his clients as his first priority and it was evident from his unbiased and honest take on the policy which I greatly appreciate. He is conscientious and thorough and would pre-empt the next steps required to make the process more efficient.

Client of Danny Lee

Mr Chuah

To Mr Elden Wong,

"I had the pleasure of working with a remarkable financial adviser whose expertise and professionalism were evident in every interaction. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking financial guidance and support , and for those who are still sitting on the fence of choosing your advisers don’t even hesitate to contact him!”

Client of Elden Wong

Mr Alagirisamy

Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.

Client of Grace Wong

Mr Choong

Engineer at Micron Semiconductor Asia Pte Ltd

Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!

Client of Rave Peh

Miss Casandra Chen

Early Childhood Teacher at My First Skool (NTUC)

Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^

Client of Danny Lee

Mr Edwin Phua

Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.

Client of Angeline Ng

Ms. Lim Pei Hoon

Sales Executive

Superb Duper Very Good Adviser. Been following the progression via my Fb.. Anything happen to me after I post In FB, He will contact me what happened to me. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Ms Ellie Eng

I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.

Client of Linda Quah

Ms Lim Saw Yin

Engineer

Lucky to meet Shawn when I first arrived in Singapore. Was looking for medical coverage in a foreign place as I was worried about high medical cost. Thanks to him providing me a seamless service by recommending and comparing suitable products, I can focus my work and personal life in Singapore without worrying for unforeseen events. He was patient in explaining the terms and conditions of the medical cover with strong clarity, and that is what I highly value in a financial advisor. To everyone who prefers making informed decision, Shawn is definitely someone who is able to provide the necessary data for you.

Client of Shawn Koh

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Mrs. Vijaya Durga

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Since the day one we met Mr. Elden so friendly and he listened to our requirements and explained effortlessly on various products and address all our inquiries showcased his proficiency and deep industry knowledge.

Working with Elden was a pleasant experience as he not only understood our requirements but also customized plan to meet them effectively.

We will recommend Mr. Elden 100% to other my friends and my husband's colleagues for any of the services needed.

Client of Elden Wong

Mrs Yee Jane

Self Employed

Derrick is a very good agent. He is always there to answer your questions and will always try his best to help you with his needs. He is the agent who would go the extra mile to deliver his service and that is why I recommended him to so my family. Keep up the good work, Derrick! You’re a star

Client of Derrick Chee

Ms Lam Chieh Ling

Home maker at Not applicable

I have known Nicolette as my financial consultant for more than 10 years now and Nicolette has my utmost respect as my advisor for investment n insurance services. Nicolette is extremely patient and she is very clear and thorough in her explanations. She is knowledgeable and up to date with her product offerings and she has always given me and my family very sound advice whether it is for insurance or for investments. The thing I appreciate most about Nicolette is that she is very passionate about what she does because she truly wants to help people to be invest wisely according to their needs and ability. Nicolette always avails herself whenever I need to discuss anything with her and she always goes out of her way to help. I have no hesitation in recommending her services to anyone.

Client of Nicolette Gnoh

Mr Wei Song

Student

Rayers has been giving me sound financial advice for many years. He will actively inform me of any changes and opportunities for investment and always ensure that my queries are answered. I highly recommend him to anyone looking for an adept and good-natured advisor!

Client of Rayers Sia

Ms Lynette Keh

Group Head Of Insurance And Value-added Services In Home Credit International at Home Credit International

I was looking for a Term Life with Early Critical Illness insurance product to cover my mortgage repayment in the event of my death or contracting a critical illness. Grace was recommended to me by a friend who is also a client of hers. My entire financial planning process was done smoothly online as Singapore was still in COVID-19 lockdown stage, thus face to face meetings were prohibited. Grace is a people person who is warm and helpful, always willing to go the extra mile for her clients. She was very patient, knowledgeable and professional in helping me search for the insurance product I was looking for. I like the fact that she presented me with a few relevant insurance products to consider, rather than pushed me to buy one which would give her the highest advisor commission. This integrity what I expect from an independent advisor, who acts in her client's best interest. I bought my Term Life policy with Grace's help, the underwriting process was a tedious and drawn-out process, but Grace was very patient in helping me to follow-up until closure. She is now a trusted friend and advisor to me.

Client of Grace Wong

Michael

Very helpful advisor who goes above and beyond to answer all my queries.

Client of Gem Huang

Mr Spencer Wan

SOC Analyst at MINDEF

Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me.

Client of Jason Choo

Erlyana Hotmauli Sirait

Nurse at SGH

FA Tay is a wonderful advisor. She does an excellent job in catering to my insurance protection needs. She listened to my concerns and assures me. Despite on my tight budget, she managed to find the best affordable plan for me. I am glad to be one of her client. I am looking forward to our future endeavours in this.

Client of Tay Sie Hua

Mrs Ashley Khoo

Flight Attendant at Singapore Airlines

For me, a financial advisor should be someone compassionate, empathetic, and a person you can rely on; in terms of trust and continuous support as we grow from being an individual and subsequently having a family. They should provide solutions that best suit your needs, whilst giving a peace of mind.

Eeks, to me, is everything mentioned above and beyond. She is genuinely caring and gives you options to decide. The way she explains each policy is meticulous, honest, and with lots of patience.

I’m glad that my husband and I have found her and so far it has been nothing short of wonderful having her as our advisor!