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.

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

Mr Luke Thiam

Officer at Yusen Logistics Singapore

Joleen is a good consultant. She has guided me throughout the whole process which I am not too familiar with in investing. She is very patient with me, as this is my first time learning about investment. Appreciate that I have met a good consultant.

Client of Joleen Peh

Ms Soonghay Wong

I had a wonderful experience working with Nicola. She is highly knowledgeable, incredibly patient, and genuinely has her clients’ best interests at heart. I changed my mind a few times throughout the process, and she was understanding and supportive every step of the way. When I had to withdraw from a package at the last minute due to personal reasons, she gave me the space I needed and continued to offer thoughtful guidance without any pressure. Her professionalism, expertise, and genuine care made the entire experience very reassuring. I trust her completely and would highly recommend her to anyone looking for a dedicated and trustworthy financial advisor.

Client of Nicola Lai

Mr Cheong KM Steven

Admin at Min HA

My first experience with Elden was when my previous advisor had to take an absence due to health reasons.For a start due to the absence and my portfolio was not being actively managed and resulted in huge losses.it took me quite some time to see what Elden can do and had a very different approach and gave me hope he can revive what was in my portfolio by taking a capital appreciation approach.Finally made the decision to go ahead with his recommendations after various lengthy exchanges.Just a few months later and some tiny fruits began to bear.Light is beginning to shine brighter at the end of the dark tunnel.Highly recommended Elden, the adviser to go to if you wanna see results not just talk and without the clients situational understanding.

Client of Elden Wong

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 Wayne Toh

Engineer

Zhen Quan is a trust and professional guy who will go all out for you. Not only does he possess great knowledge in his job, he is also very patience. Being non pushy, he made the whole session stress free. Highly commendable.

Client of Siah Zhen Quan

Mr Bryan Chew

University Student

Joleen has always provided great deals on all the insurance coverage that I need. Her patience and diligence in advising me is highly appreciated and I am confident that she always has my best interests in mind. Thank you Joleen for all your help!

Client of Joleen Peh

Ms Mei Jun

Energy Lead at Banking Industry

I would like to express my appreciation to Jia Min for her patience and clear advice in optimising my coverage and selecting the plans I want. I can feel that she is very genuine and always thinking of what is best for me. I would definitely recommend her to my friends if they need any advice on insurance matters.

Client of Teo Jia Min

Ms Joyce Koo

Business Development Manager at PropertyGuru Group

I have been Edward’s client for many years, his professionalism and knowledge in this industry is remarkable. He is prompt in answering my enquiries and assist me whenever I need help. Keep up the good work Mr Shee.

Client of Edward Shee

Mr Jacob

Senior Graphic Designer

When I first met Fiona, it was about 10 years ago. I was a fresh graduate with a monthly income of $1600. With her step to step guidance, I am achieving my dreams and getting my own house next year! This is really encouraging and exciting. She is genuinely happy for me and even gone the extra mile in helping me on my housing issue!

She has never felt that I am a just small account. She is always trying her best to help me in planning my finances. I am very impressed by her professionalism. She gives her advice based on what is good for me, and not to just earn the commission from me. This is very different from other agents. In addition, Fiona is very responsive and fast whenever I need help or any clarifications.

I want to thank Fiona for her excellent help and service that she has provided me.

If you looking for an advisor, I am highly recommended Fiona, with zero doubt!

Best, Jacob

Client of Fiona Ng

Mr Gavin Lin

Project Manager at NUS Medicine

Eeks is a really personable consultant that takes the extra effort to understand the difficulties I am facing before she provides tailored advice and solutions for my needs. With an excellent investment acumen in the markets, she has been out-performing my portfolio growth expectations. Thank you for opening my world to a journey of infinite possibilities!

Client of Eeks Lim

Mr Anantha

Director

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

Client of Shawn Koh

Mr Leong Shi Jie

Head of Sales Representation at Oppo

Alan is a very patient and conscientious adviser that plans for his clients according to their specific needs. I feel that he is very different from the many other financial planners that I have spoken to as he caters to my needs and gives a comprehensive advice of what is essential for my personal financial planning for protection and wealth accumulation. He offers reliable service and I am happy to have an adviser that is concern for my needs and well-being. Great job!

Client of Alan Lim

Ms Kimberly Ang

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

Client of April Lim

Ms Lim Kai Ning

People Experience Lead at Unilever

The advisory service that Rui Han provides is a notch above the rest. He explained every policy in detail to me, right down to the technicalities. It's great to meet an agent who knows his products well and is able to recommend me something suitable for my current needs. Thanks for your patience, as well as sincerity in wanting the best for your clients :)

Client of Kuah Rui Han

Ms Shasha A.

Restaurant Manager

I highly recommend Ida. Her financial planning knowledge and skills, from insurance policies to Halal investments, she makes sure the importance of your needs comes first, and is there to lead you to the right one. With much patience, she explains in details until you understand and does not rush to sell you anything.

Client of Ida Ahmad

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

Mr Zhang Yanjie

Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd

Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.

Client of Jason Choo

Miss Poh Ying Chin

Forensic Scientist at Health Sciences Authority

Jack has been instrumental in securing my investment and insurance needs with tailored, practical solutions through his independent platform. His patience, dedication, and timely follow-ups ensure I stay informed and empowered.

Jack's genuine care and commitment allow me to focus on my family, career, and lifestyle, making him a trusted partner in navigating my financial journey.

Client of Jack Chan

Mr Fitzkhoon Liang

Hon Sec Gen at Singapore Life Saving Society

Jun Qi has been an outstanding advisor to the Singapore Life Saving Society. She has gone above and beyond in reviewing our insurance needs, ensuring that we receive the best possible coverage and deal. Her thoroughness, professionalism, and attention to detail have been exceptional, and she consistently provides clear, comprehensive advice that helps us make informed decisions.

I highly recommend Jun Qi for any organization seeking a dedicated and knowledgeable financial advisor who always puts the client’s best interests first.