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.

Janice Tsai

Musician

Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.

Client of Willynn Soh

Sophia

Admin & Accounts Assistant

In these 20 years, Dennis has served our family with much patience, dedication & sincerity. He takes time to understand our needs & requirements and balancing that with our limitations, he often manages to recommend suitable solutions that see us through the years & beyond. He presents new ideas that eludes us sometimes & that’s what makes us more appreciative of his professional recommendations. His calm demeanor & words of assurance gives us a sense of security as we continue entrusting him in meeting our financial goals. Dennis, from our family to you, thank you!

Client of Dennis Chiu

Mr Francis Liang

Civil Servant at SAF

I have known Pauline for more than five years. As a finance advisor, Pauline is professional and knowledgable. She makes an effort to customise the products according to my needs, and provide detailed analysis on the usefulness of the products according to what is best for me. Her customer oriented approach has given me the confidence in the products. I appreciate her dedication and client-based approach in her work. Keep up the good work Pauline.

Client of Pauline Lau

Ms Dex

Secretary

Cheryl is always available whenever I need to talk to her. She listens, ask open-ended questions and encourage discussion so that she can understand my needs /concerns better. She always provides objective and professional advises which is important and essential for any short or long term planning. This gives me a clearer picture on expected, realistic and gaps.

Client of Cheryl Huang

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Ms Camelia

Manager at Land Transport Authority

Daven is very attentive and explain in details. He has good knowledge in the products, excellent and detailed presentation. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Ms Shu Kin

Physiotherapist

Thanks, Darius, for helping me with my financial planning. He is very patient with his explanation and knowledge sharing. He is very considerate, places my needs and goals on top priority and guiding me towards achieving them. He is also very passionate about his job, always ready to help people to secure their financial future and happiness. It is great to work together with such a kind soul!

Client of Darius Tan

Chong Li Ming

I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.

Client of Tynn Lim

Mr Malcolm Rozario

Human Resources Talent Specialist at BRS Singapore

Testimonial for Elden Wong, Associate Director & Investment/Retirement Adviser at Synergy

I have had the distinct pleasure of working with Elden Wong for my retirement savings plan, and I cannot speak highly enough of his expertise and dedication. From our very first meeting, it was evident that Elden possesses an exceptional command of the financial markets, which has truly benefited my retirement planning and my wife Leong Ching See's CPF funds.

Elden takes the time to understand not just the financial landscape, but also my personal aspirations and risk tolerance. His personalized approach resulted in a retirement strategy that aligns perfectly with our long-term goals. While we are invested in long-term plans, Elden ensures that we are consistently updated on our portfolio and market developments. His proactive communication and attentiveness have been outstanding.

What truly sets Elden apart is his ability to simplify complex financial concepts, allowing us to make informed decisions without panic during volatile market conditions. Instead of rushing to sell during downturns, he has guided us to stay the course with our investments, which has yielded remarkable results.

Elden’s professionalism, integrity, and genuine care for his clients are qualities that I deeply appreciate. He has not only helped us effectively manage our investments but has also instilled confidence in our financial future. I wholeheartedly recommend Elden to anyone looking for a knowledgeable, trustworthy, and client-focused financial adviser.

Thank you, Elden, for your exceptional service and unwavering support in our financial journey!

Client of Elden Wong

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Ms Priscilla Lang

Property Consultant

Derrick is a very trustworthy and attentive FA! He only recommends the right insurance products based on our family's needs.

Client of Derrick Chee

Mr Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

Mr Lee

Director

If you’re looking for an insurance agent who is professional, patient, and genuinely cares, Elden is the one. I would confidently recommend him to friends and family. He was patient and explained everything in simple terms. The process was smooth and stress-free. I’m grateful for his guidance and support. Very satisfied with his service.

Client of Elden Wong

Mdm Ng Lin Yen

Admininstrator at FIS Derivatives Utility

Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!

Client of Eeks Lim

Mr Raven Bao

Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.

Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.

Client of Marvin Lai

Mr Yip Zi Hao

As a student with no prior investment experience, I came across Kimberly who introduced me to the idea of having proper financial planning. She has broadened my financial knowledge and set me off planning on my future. She is very approachable and attentive to what I am looking for. I am more than pleased with her service and would recommend to my friends and family.

Client of Kimberly Tan

Ms Cynthia I. A

Director at Australian Bank

Evon has been instrumental in my financial management journey for more than 20 years.

Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.

As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !

Client of Evon Chen

Mr Daniel

Dennis is knowledgable and always ready to find something that meets our needs. We are thankful for his help throughout the different stages of our lives.

Client of Dennis Chiu

Nurhidayah

Educator

Provide comprehensive information of my current and future financial plan. Reliable and trustable FA highly recommend.

Client of Wilson Ang

Mr. Alex Chua

Associate Director at SG Alliance Pte Ltd

Working with Sebastian has been one of those experiences that reminds you why character matters just as much as capability.

From the start, what stood out to me was his sincerity and willingness to learn. He approaches challenges with humility, but at the same time carries a quiet determination that shows in the way he handles responsibility and pushes himself to improve. That balance is rare to find.

Sebastian has a maturity in the way he processes feedback and navigates challenges. He does not just listen for the sake of responding — he reflects, adapts, and takes action. That kind of intentional growth is what sets people apart, and I have seen that consistently in him.

What I appreciate most is his authenticity. There is no need for pretence or unnecessary noise. He shows up as himself, stays grounded, and brings a level of honesty to conversations that makes working together meaningful and productive.

Over time, I have watched him grow not only professionally, but also in the way he carries himself as a person. He has become someone who is dependable, thoughtful, and increasingly capable of creating value for the people around him.

Sebastian has the kind of mindset that will continue to take him far — not because he seeks recognition, but because he is genuinely committed to becoming better.

It has been rewarding to be part of his journey, and I have no doubt that wherever he goes, he will leave a positive and lasting impact.