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 Sandra

Derrick has been a good financial advisor who is prompt in reply and never fail to keep me update on my policies. Once again, thanks for being so supportive

Client of Derrick Chee

Mr Sherman Ng

Operations at Central Corporate Wellness

It's been nothing but pleasure to work with Joleen on my insurance needs. She really made the experience stress free. She is so polite, professional, provides excellent supreme service, and its only right that she is commended highly for doing such a great job.

Joleen is very prompt in answering my questions/concerns and resolving issues quickly (and sticks to her promises to check and revert), while being ever friendly and patient. With a winner's attitude and her genuine care for her clients' need, I'm sure she's a valuable member of her team, and I will definitely recommend her to anyone who needs any professional advice.

Client of Joleen Peh

Mr Koh

After experiencing significant losses in my investment portfolio, Elden stepped in and quickly made a meaningful difference. Within just a year, thanks to his thoughtful restructuring and proactive approach, I began seeing substantial gains—helping to reduce the previous paper losses. Elden takes the time to understand my expectations and consistently explains the reasoning behind his recommendations, giving me confidence and clarity. I truly appreciate his dedication, transparency, and professionalism.

Client of Elden Wong

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

Mr Srikanth Gopalaswami

I wanted to get the right medical insurance coverage in Singapore that was appropriate for me. I was looking for a reliable, knowledgeable, efficient and experienced person to guide me to match the right insurance policy for my needs as well as take me through the process to get me medically covered in a timely manner. Elden Wong was recommended to me and he definitely met as well as exceeded my expectations for a customer oriented insurance and financial adviser to take me through the process from start to finish. Elden was very patient and first listened to my wife and me to better assess our insurance needs and financial considerations for the right policy. He also informed us of the pros and cons for the various policy instruments vis a vis our requirements and also brought his own experience to bear in his recommendations. He understands that a customer is satisfied if his needs are well matched along various dimensions: coverage for various medical criteria such as current personal health and requirements, insurance policy price, breath of hospital choice, etc. He presented the various policy and insurance company options and explained the benefits and any limitations. Once we had decided on what was the right policy for me, he then moved quickly to execution mode and worked closely with me to get the paper work done, arranging for medical check up appointment and just working the system to get the medical insurance policy approved and finalized in a timely manner. It was a pleasure working with Elden and I not only found him efficient and effective but he was also quite personable to work with.

Client of Elden Wong

Ms Chew Yi Xian

Relationship Manager at OCBC

Jia Min is a very sincere and genuine financial advisor whom I can trust and rely on for any financial advice, handling of policies and technical queries. She goes the extra mile to make sure that I understand what I’m purchasing and genuinely wants the best policy fit for me. Appreciate how she is so open with sharing all her financial and investment knowledge and is ever so willing to listen whenever I need any advice. It’s been a pleasure being under her care and I would highly recommend Jia Min!!

Client of Teo Jia Min

Adeline

A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍

Client of Lim Li Fen

Mr Lim

Rave was pleasant, efficient and a very friendly advisor. I feel he responded to all of my concerns and I am pleased with my new insurance packages.

Client of Rave Peh

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Mr Yeo Siew Chi

PR Manager at Banking & Finance Sector

I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!

Client of Roger Lim

Mr Stanley

Engineer

Rayers is very helpful. He ran through all the options during my search for the right hospitalisation plan. He even followed me to all the hospitals to assist with assessment when I need a surgery on my ACL.

Client of Rayers Sia

Mr Adrian Lau

Property Agent

I met Darius through his telemarketer. He came across as a friendly and respectful independent Financial Advisor to explain about the Eldershield policy provided by different insurance companies. During the meeting session, he is very detailed in his explanation and patiently answered all the questions I had about the policy. He is constantly working in my best interest to choose the most suitable policy which serves my needs and budget. I have purchased an Eldershield policy through his good advice.

Darius is constantly keeping in touch with me. As my age grew older, I required certain policies to protect me and my family. He is able to source the most suitable policy to serve my needs. Through his patience and good advice, I managed to purchase an Accident policy and Life insurance to provide the best coverage for the whole family.

Subsequently, my wife had purchased the Eldershield and Accident policy through his proactive action as well. My wife and I are certainly glad to have him as our Financial Advisor. We trust him well enough to manage our policies and recommend him to all friends.

Client of Darius Tan

Mr Jing Wen

Supply Chain Management (make) Engineer at Infineon

Andrew's help and advice was invaluable to understanding how to present myself to others and he continues to work tirelessly in guiding the advisors under him even through trying times such as this. Hoping for better years ahead post-Covid and all the best for him and his team.

Client of Andrew Lee

Mr John Fong

Fitness Trainer at Jflow Fitness

Sean is super helpful to offer and sort out all my messy policies during our first meet up. I think I couldn't have done it without his help. He was very patient, he reviewed and advised me on my existing policies based on my finance goal which we have discussed. He pointed out that I was paying more and getting less with some of my existing policies. So we made the necessary adjustments and my focus now is to stick with the plan. He has always follow up closely with me, and I entrust my finance planning to his professionalism.

Client of Sean Neo

Mr Kenneth Wan

Senior Scientist at Samsung Biologics

Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.

Client of Ewald Teo

Mr Kang Min Feng

Data Professional at Great Eastern Singapore

Even though Sean knows I am well versed with financial and insurance products, he still properly ensures I fully understand what i am buying into. He takes the time to curate products that suits my lifestyle, life stage and financial goals. I will highly recommend Sean to any individual looking for a competent FA who tailors products to your needs and also follows up consistently on your financial milestones. Look no further.

Client of Sean Neo

Ms Jane Lee

Assistant Director

Jarius was recommended to me for wealth accumulation planning. I value financial planning as I want to use the suitable instruments to grow my wealth.

Jarius communicates with professionalism and clarity. He is not a pushy salesman. I can rely on him to provide me the best financial product recommendation based on my needs and risk tolerance. Jarius is the right pick if you're seeking for a dependable financial advisor!

Client of Jarius Kan

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 C

Tutor

Aaron has been very patient and adapt in explaining financial jargon and concepts such that I am able to understand them easily. He has also been very willing in going out of his way to provide me with every relevant information that I need to make the best financial choice.

Client of Aaron Chua

Mr Lim Teong Guan

Angeline takes time to understand our needs and budget before providing us with suitable options. She is very patient in addressing all our queries and would always share with us her views and advice without being pushy. She is objective in her analysis and would provide recommendations to help us achieve the maximum benefits. She takes initiative to update us on the latest plans and development. Our family deeply appreciates her effort and services.