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.

Ms Joanne Chan

I just want to commend Joleen for her exceptional service that she's doing for her clients on their needs. Joleen is very prompt answering my questions and concerns and she posses excellent knowledge to get matters resolve quickly. She have a winner's attitude in her and I appreciate that she takes her clients' need seriously and I'm pretty sure she's a valuable member of her team.

Client of Joleen Peh

Mr Eugene Tan

Investment Professional

A few qualities I really appreciated from Sean:

Responsive and reliable: Always quick to reply to questions or provide follow-up materials
Client-first mindset: Prioritized our needs over commissions, and even recommended keeping some existing policies instead of switching
Proactive planning: Highlighted coverage gaps we hadn’t considered and provided future-proof options
Trustworthy and transparent: High product knowledge. Able to explain benefits and limitations of each plan, helping us make informed decisions

If you’re looking for a financial advisor who’s knowledgeable, ethical, and easy to work with, I’d highly recommend Sean at Synergy Financial Advisers. He brings both technical expertise and a human touch to financial planning.

Client of Sean Neo

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

Mr Keith Lai

Anny is exemplifies the qualities of kindness, attention to detail, and approachability that make her a true professional in her field. Anny is not only kind but genuinely cares about her clients. She goes above and beyond to ensure that my insurance needs are met and that I understand the policies I have in place. Her warm and friendly demeanor creates a comfortable atmosphere where I feel valued and supported. With her expertise and genuine care, I feel confident that I am in good hands and that my insurance needs are well taken care of.

Client of Anny Chong

Ms Valerie Low

Teacher at MOE

Jia Min is very trustworthy and reliable. She attended to all my queries very promptly and patiently each time I asked her about different plans in the market. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me.

She is definitely very well-versed in product expertise, and committed to helping me make the best decision without obligations. I love how she breaks down our complex topics into simplified conversations so it is easily comprehensible. I highly recommend her services!

Client of Teo Jia Min

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 Alen Ho

Security Management

Tiac Pin is very detailed in going through the policy that i am keen on. He will also give advice on whether the policy suits one needs. If he is in doubt of the particular policy, he will try his best to find out for his clients. I can trust and rely on Tiac Pin. Therefore, i will recommend him whoever wants to get a policy.

Client of Ng Tiac Pin

Mr LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Tan Joon Hui

Garrick is committed and provide good advice whenever you require it. Recommended!

Client of Garrick Lin

Ms Cory Ang

Fitness Coach

I was introduced to Willynn through a friend, and had very little knowledge of financial or health plans. Willynn was very patient with me in explaining how things work, and very professional and prompt with follow ups. She helped to identify what I was missing and needed to upgrade in my portfolio, and really helped to make everything as smooth and efficient as possible. I feel much more secure in my financial and health plan future thanks to Willynn.

Client of Willynn Soh

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)

Client of Maeva Huang

Ms Ong Shi Ming

Operations Executive at Eatigo

My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)

Client of Kuah Rui Han

Mr Gary Koh

Operation Analyst at COSS

I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!

Client of Danny Lee

Ms Sharon Teo

Preschool Teacher

Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!

Client of Angeline Ng

Ms Zoey Tan

Teacher

I was recommended by a friend of mine to Adeline. Adeline is very enthusiastic and knowledgeable about the work she does, and always takes the initiative to ensure that everything is fine. I trust Adeline with my plans and feel very assured that she will be there to answer and clarify any doubts I have. If you require someone to look after your best interests, you can count on Adeline to be the right person.

Client of Adeline Low

Ms Tsai Xy

Andy is a very knowledgeable and professional financial advisor. On our first meeting, as I had little knowledge on financial planning, he is very patient and provides detailed explanations to ensure I truly understand the different products and what I was lacking. He is also very responsive and provides relevant advices. I would definitely recommend his services to others.

Client of Andy Seo

MR DENNIS

Manager

Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.

Client of Ewald Teo

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

Mdm Sandy Chong

Retiree

Pei Chi is very knowledgeable and professional in looking into suitable plans for me, presenting the different financial & retirement plans available which are suitable for my consideration taking into consideration what plans I already have in place. She sells plans to me with heart and passion taking into account my condition and situation. Never once that she does hard-selling.

I would highly recommend Pei Chi to any potential individual who are looking into financial and retirement planning as well as in looking into investment plans for earning other source of potential income.

Client of Soon Pei Chi

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.