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 Ong Keng Siong

IT Professional

I met Jarius to talk about my choices for investing my money and was pleased by his expertise and friendliness. He was able to clarify everything to me in a clear and understandable way. I have observed him to be conscientious in his profession. He also has a great personality on a more interpersonal level. He is a good fit for his present position as a financial advisor because of his openness and candor. I am certain that he will undoubtedly be beneficial to anyone trying to make financial plans for the future.

Client of Jarius Kan

Mr Samuel Lee

Cyber Security at NETP

Working with Chalysta has been an exceptional experience! Her personality is a delightful blend of cheerfulness and humor, yet she maintains a strong commitment to portfolio stability. I was thoroughly impressed with the quality and speed of her service; she always responded promptly and effectively.

What stood out the most during our interactions was her dedication to sharing success stories of how she has helped other clients preserve their wealth. This gave me great confidence in her expertise and approach.

I highly recommend Chalysta's services to anyone with a conservative investment profile. Her focus on stability over high-risk, high-reward strategies makes her an ideal advisor for those looking to safeguard their financial future.

Client of Chalysta Sim

Mr Ignatius

Sales Executive

I can’t recommend Elden highly enough. From day one, he’s been knowledgeable, attentive, and genuinely invested in my long-term success. He took the time to explain complex financial concepts in a clear, reassuring way, and every recommendation feels thoughtful and tailored to my goals—not generic or rushed. I always feel heard, supported, and confident in the plan we’re following. Partnering with Elden has brought me real peace of mind and a much stronger sense of control over my financial future. Truly an exceptional professional turned Friend.

Client of Elden Wong

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

Ms Sarah

April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.

Client of April Lim

Mr Tong TF

Analyst

Elden has been proactive in providing me with regular updates. His view on the market has been right so far. 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. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.

Client of Elden Wong

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.

Client of Tan Jun Qi

Ms Jessie Seah

Tourist Guide at None

A person that you can count on at all times. She is not only a friend but a honest advisor. My friends all trust her as well. It is definitely a blessing to have her in my life.

Client of Pauline Lau

Mr Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

Mrs Wendy Boey

Engineer

I known Marvin ever since I am in secondary school. He has been my advisor for close to 10 years. I would say that I am glad to have him as my advisor. Marvin is a good and sincere listener. He has been helping me to plan my finances all these years and made sure that I am well covered all the way from my family, retirement as well as my health plus investments. With him around, I do not need to worry about the rest of my life down the road. I felt secured with him as my advisor as if there are any claims required, he would process them immediately without delays. I also no need to worry about my investments. He also provide suggestions to me especially those that I have never thought of before. Marvin is awesome I think I can really write a book about him if I have the time :)

Client of Marvin Lai

Ms Becca

Sales Coordinator at ASSA ABLOY SINGAPORE PTE LTD

Very passionate in her work, friendly, sincere and understanding. Keep up the good job ♡

Client of April Lim

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Ms Kimberly Lim

I have known Linda for more than 16 years in insurance industry although she was not as a Financial Planner then yet. She has always been willing to share her knowledge with us and goes the extra mile with extra smile for her clients and colleagues.

Her meticulous nature, her strategy and her continuous follow up to allow me to reach towards my financial goal is what makes me appreciate her even more as my financial planner.

Continue to keep up the good work, Linda! May you continue to achieve MDRT year on year. I'll be cheering for you!

Client of Linda Quah

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

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Charles

Project management

I got to know Sean through a friend and I was interested in the investment he was introducing at the time.

He is very friendly, patient and approachable. When I wanted to know more about the investment products he was more than willing to share the information. Dedicated and professional to his job.

Client of Sean Neo

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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If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.