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 Carol Lim

Claims Executive at Aviva

Thank you Darius for helping so Me, Weilong and my 2 kids on our financial planning over this years. His motto is 'Placing and planning based on our needs and budget'. He is not pushy which we like. Darius has make a critical decision for me years ago after reviewing our port filo which makes me port over to him and stay with him as our FA ever since and now with 2 kids which he will be continuing doing so.

He is now not only our FA but our friend as well. Trusting him is a good choice and the best decision i have ever made.

I feel that he possesses the ability to listen and empathise with us on what we really need.

When comes to insurance policies and planning, i highly recommend him.

Thank you for your help all this years and if your are looking for a insurance agent, he is the one.

Client of Darius Tan

Mr Robyn Yeo

Quality Manager at Celestica

Derrick is a brilliant chap. He is very knowledgeable in his expertise and never fails to provide updated, tip-top service to his clients. Through his approachable and sincere nature, he makes one feel relieved that the necessities are well-taken care of. In short, you can never hope for a better financial advisor other than a certain Mr Derrick Chee.

Client of Derrick Chee

Mrs Win

Technician at MICRON SEMICONDUCTOR ASIA PTE LTD

Rave is knowledgeable and patient in explaining different insurance options. he helped us choose a plan that fit our needs and budget perfectly. Highly recommended for anyone looking for clear, trustworthy guidance.

Client of Rave Peh

Mr Kantha Rupan

Assurance at Deloitte

I met Eeks through a mutual friend when I first started working and our relationship has since grown into a friendship!

I really value the fact that Eeks respects my space and understands my priorities and goals always. She would always patiently share new opportunities that are good for my own financial goals but never tries to push for something I would not need at this juncture. In fact, Eeks would assist to handpick the right products after understanding my needs, making detailed comparisons across various products in the market, and proposing them to me for my consideration.

Eeks is very trustworthy, prudent in her advice, and more than anything, ever so patient when explaining products. It's why I feel safe trusting her to advice me on my financial planning needs.

Client of Eeks Lim

Mr. Meng

Thank you so much to Yvette, the beautiful and generous lady from your company, for helping me find a reliable insurance policy. She explained insurance knowledge to me with her professionalism and patience. She also helped me with my family member’s claims. Thank you very much!

Client of Yvette Yap

Ms Cherie

Project Manager

Sean has been instrumental in helping me feel confident about my financial future. Their advice is always clear, thoughtful, and tailored to my goals. I trust their expertise completely and highly recommend their services to anyone seeking sound financial guidance.

Client of Sean Neo

Ms Joan Teo Wei Ling

Researcher at Nanyang Technological University

Ewald is a responsible, reliable and knowledgeable advisor! He is very patient in explaining financial products to me, planning for me, and making sure that I am properly covered.

Client of Ewald Teo

Ms Lim Ser Kia

Childcare assistant at Methodist pre school

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Han Koon Ting

Ms Aingeal

Student

Ruihan is extremely patient and client-oriented. He is extremely transparent and goes beyond to provide a comprehensive, unbiased overview of what products are available for his clients. Ruihan ensures that my needs are heard first before providing his recommendations, so I'm very assured that he looks out for my interests right from the get-go. My most heartfelt appreciation towards him 😌

Client of Kuah Rui Han

Juriah

Sales Associate

She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.

Client of Grace Wong

Ms. S. G. LEE

Pharmacist at HPHL

13 Oct 2025: I cam to know Mr. Elden WONG in April 2024. In the journey with him as my FA for the last 18 months, he has always been prompt, attentive, professional, consistent and sincere in delivering his personalized service. Careful, meticulous and forward looking are his attributes. It is lucky for me to have him help to grow my portfolio.

Client of Elden Wong

Li Xueqing

April is truly helpful and trustworthy. She recommended possible plans based on my needs and answered all queries of mine with great patience and efficiency. April is really responsible and responsive. Much appreciated!

Client of April Lim

Ms Suruchi Arora

Product Manager at Biotechne

I would like to recommend Josselyn as an Finanacial Adviser who not only prioritizes their clients' needs but also goes above and beyond in fighting for their claims. With Josselyn, you're not just getting a dedicated professional but a true advocate who works tirelessly to ensure that your needs are met and your claims are handled with utmost care and efficiency. Josselyn exemplifies what it means to be customer-centric, understands their needs and recommends what is needed.

Client of Josselyn Lee

Mr Lim & Family Magdalene

Olivia is a professional financial advisor. Many terms we do not understand when buying insurance, she will explain slowly and patiently to us, no matter how many times or how many years later we ask the same questions. Every policy are tailored to our needs and not to mention when making claims, everything is fuss-free and simple with her help.

Client of Olivia Loo

Mr Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.

Client of Elden Wong

Mdm Pam

I engaged Elden when my investment portfolio was underperforming and losing value. Since taking over, he has not only turned things around but also delivered consistent gains with a clear strategy.

What I appreciate most is his patience and calm approach — never rushing decisions, always explaining market movements and options in a way that’s easy to understand. His deep knowledge of market trends and long-term strategy has given me confidence and peace of mind.

If you’re looking for someone who genuinely cares about your financial goals and knows how to navigate uncertainty, I highly recommend Elden.

Client of Elden Wong

Mr Quek Pin Chen

With basic knowledge when it comes to financial planning, I seek advice from Hund as the pandemic opened my eyes and I wanted to start planning for my own future. He is extremely knowledgeable about the various coverages and paid very close attention to all the minor details. This ensured that I was getting the premiums that were essential but manageable to my budget. On top of that, he is always patient when explaining the breakdown of the plans and he has always been unbiased about his opinions on various schemes. There were instances when I called him multiples times to seek clarification on certain matters and he was always efficient and clear in answering my questions or doubts. Hund would also check in on me from time to time to ensure everything is fine and that is something I really appreciate. Overall, Having Hund as my FA definitely makes my life easier. With his expertise and knowledge, I know he is someone I can rely on if I need his help.

Client of Hund Wong

Mr Lu Hui

Business Owner at Elestial Crystals

A 5 star testimonial for Ida! Thoughtful and always willing to go an extra mile to help meet her customer’s needs. Well versed with what she is doing. I will definitely look for Ida in future for all my insurance needs!

Client of Ida Ahmad

Mr Chaitanya

Deputy Director at NTUC FairPrice

If your financial advisor is a friend, you will get to know more insights and ideas. Mr Pin is more like a friend to me than the advisor. Such a nice chap. Not sure how many of you know this, but I am proud to meet a person who represented Singapore in Bowling. Thank You Mr. 11th Pin :)

Client of Ng Tiac Pin

Ms Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.