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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
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.
Homemaker
Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!
Social Media Manager at NTU Alumni Club
Jack stands out with his direct yet empathetic approach to financial issues, offering tailored advice without being pushy or condescending. His genuine, client-first perspective is a refreshing contrast to hard-selling tactics.
Over the years, I’ve witnessed Jack's impressive personal and professional growth, as he transforms challenges into opportunities, making him a well-rounded and trustworthy advisor.
Assistant Director HR at Kydon Holdings
Andy has put the customer’s needs way above his own, even at the expense of sales. I wish to commend him for his sincerity, honesty, and integrity. You can rarely find a professional of his calibre in the market today.
Project manager at MCast Engineering Pte Ltd
I have known Ewald for more than 10 years. He is always a responsible n upright person. He is also very punctual. Most importantly, his explanation is clear and understandable as he will relate to my situation.
Educator
Working with Elden as my financial advisor has been one of the most reassuring experiences I’ve had when it comes to managing my finances. From the very first meeting, he took the time to walk me through the entire landscape of investing in a way that felt clear and manageable. I never once felt rushed or overwhelmed. Instead, he broke everything down step by step, checking in often to make sure I understood each part before moving on.
What stood out most was his patience. He never made me feel embarrassed for asking basic questions or for needing certain terms explained more than once. Financial jargon can be intimidating, but Elden handled it with a calm and steady approach that put me at ease. He translated complex concepts into everyday language and used real examples to help me see how everything worked in practice.
Elden is also incredibly accommodating. He made himself available whenever I needed clarification, whether it was over a call, message, or during our scheduled meetings. He always listened first before giving advice, and he took the time to understand my goals, risk comfort, and financial situation before recommending any strategy.
His depth of knowledge is obvious. Whether it was insurance, investments, portfolio allocation, or market trends, he explained the purpose behind each decision and how it aligned with my long-term plans. I appreciated that he never pushed products or made me feel like I was being sold something. Instead, he focused on what would genuinely benefit me.
Thanks to Elden, I now feel more confident and informed about my financial future. I’m grateful for his guidance, and I would wholeheartedly recommend him to anyone looking for a trustworthy, knowledgeable, and patient financial advisor.
Retired at Nil
She is very helpful, efficient, knowledgeable in her field of profession (insurance). I also like her confidence and professionalism.
Programme Director at i-GROW partners Pte Ltd
Pei chi is authentic and she cares. As someone who is in this line, I never feel even once that she is trying to up sales. Every intent comes from knowing what you might need to protect yourself and your family or for better financial planning. And she is clear about what works for my budget. She knows when it is better to surrender old policies that doesn’t make sense to hold on to and move on to new ones that is more beneficial to me in the long run. She is also very responsive in what I ask for even though sometimes I keep asking for the same information as I couldn’t remember. She is one that I would always reccomend to my friends as I’m sure she will serve every client with the same attitude and zest.
Full Time Home Maker
Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field.
I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time.
We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him.
Admin
Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.
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!
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
I have been working with Shawn as my agent for years now. He helped me choose the right insurance policy. The whole process was very well explained and handled by Shawn.After I submitted my claims,Shawn handled the whole process of refund with professionalism and passion.He guided me with every claim and kept me updated the entire time. He went above and beyond and I am truly grateful for his help, guidance and support. I highly recommend Shawn as a reliable, honest and knowledgeable insurance agent.10/10 for all his hardwork and efforts.
I have worked with another Synergy advisor prior to Elden. The previous advisor's performance was lagging to say the least, partly due to lack of communication and partly due to the swing in the market. Upon my questioning, Synergy assigned Elden to me. Synergy should have been more proactive in monitoring advisor performance to safeguard clients, and institute early intervention. My experience with Elden is very different from the previous advisor. Elden has been proactive in providing me with regular updates. His view on the market has been right so far. Elden has help reduced my negative portfolio significantly but it is still 10% below when I started with Synergy years ago. 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. One last thing. I would like to encourage Elden in his annual review with clients to share the annual historical value of the clients' portfolio to demonstrate the value he has created for his clients.
I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances
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.
Service Manager at Mencast Marine Pte Ltd
I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.
Regional Head Of Local Communications at Ninja Van
I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me.
Audit Assistant at Ernst & Young
Rui Han is unlike any Financial Advisers i have encountered. Instead of pushing random products to me, he firstly understands my situation and my needs before introducing the policies to me. He gave me a thorough analysis of different products in the market which allows me to make sound decisions. Honestly, he broke the stereotype i had for financial advisers. Would recommend him to people who needs financial planning!
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.
Chef at ALEXANDRA HEALTH PTE. LTD.
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.
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.
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