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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
Learn moreHear 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.
It Professional
I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice.
Designer
Was interested to look for an avenue that provides higher returns given the lower interest rate environment, hence I decide to call up Shawn to advise on possible options. He recommended the path of investments, and also patiently explain why this is a possible route for higher returns albeit the risk involved. Shawn fully understood my need for liquidity given my current commitments, hence he planned a proposal which allows access to my monies should I ever need it. For that I am thankful for his move of prioritizing my concern. I implore everyone to look for Shawn should you wish to know how to grow their wealth in a sustainable manner.
Property Officer at EM Services Pte Ltd
Junqi is a consultant that knows what she is doing and only recommend what’s good for her client. She addresses my enquires on various policies professionally. Will definitely recommend her to friends.
Research Fellow at National University of Singapore
Ewald is a highly approachable advisor and a friend whom I go to whenever I have queries about certain financial products. Having been in the industry for many years, Ewald is a reliable person who is both experienced and knowledgeable in his field. He serves his clients with a true heart and is never pushy in sales. Ewald is also very responsive when contacted and makes sure to assist you in your needs to the best of his ability.
Manager
Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.
Senior financial analyst
I started working with Ruihan when I needed help planning for my insurance needs and organising my investments. From our first meeting, he took the time to understand my goals, explain complex concepts in a way that was easy to understand, and backed his recommendations with facts and figures. Ruihan was always professional, responsive, and made me feel confident in the financial decisions we made together. Thanks to their guidance, I now have a clearer path for my insurance and investment needs, and feel much more in control of my finances. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice.
Paraplanner Associate at Synergy Financial Advisers
Working as an Associate under JackChanFinance has been an inspiring journey. Jack’s unwavering commitment to prioritizing client experience sets a high standard—prompt responses, seamless processes, and accurate information are non-negotiables. Observing Jack's dedication to every client, regardless of the situation, has shown me what true professionalism looks like. His work ethic and client-first approach make him an exceptional financial advisor.
Retiree at NIL
Brandon was my agent for nearly a decade now and I am grateful for his financial guidance. Thanks to Brandon's expertise and dedication, I am now enjoying a happy and worry-free retirement.
What sets Brandon apart is his sincerity and honesty. He has always put my financial well-being first, providing me with sound advice to secure my retirement goals. He is not afraid to tell me when he is unable to meet my investment returns for some years, which I feel is missing in other agents I dealt with. I am glad that I could count on him to update me, even if it’s bad news.
I recommend Brandon to anyone seeking a trustworthy and skilled financial consultant. He has been an invaluable partner in my financial journey, and I am confident he can do the same for you. Congratulations on attaining new heights in your career, Brandon!
Lo, it is said of Pauline, that she is as a vigilant sentinel over the well-being of her clients, a steadfast guardian against the uncertainties that beset the mortal journey. Her wisdom and diligence in the care of this family’s insurance needs have been as a beacon of light in the labyrinth of earthly concerns.
Indeed, her counsel is likened unto a balm for troubled hearts, and her tireless efforts a fortress of assurance. She hath labored with patience and dedication, and her works bear witness to a spirit of excellence and devotion rarely seen. To speak of Pauline is to speak of one whose hands build trust and whose heart inspires confidence.
Blessed is her stewardship, for she hath been unto this family a guide and a protector, tending to their needs with care most faithful and exceeding grace. May her days abound in prosperity and joy, and may the fruit of her labors be as abundant as the harvest in season.
Thus, it is said, Pauline is cherished and her name remembered in gratitude, for her service is a blessing to all she serves.
Hotel Operations
Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them.
Engineer at Micron Semiconductor Asia Pte Ltd
Mr. Peh (Rave) is a well-experienced financial advisor. Through conversations with him, I managed to gain valuable financial insight. Besides that, he has strong knowledge and clear understanding about the terms and conditions of different premiums. While having a very good time, whenever talking to Rave, he is able to capture what I need and provide several suggestions for my consideration. To elaborate more, I asked countless number of questions, but Rave will always be there to clear my doubts, both physically and digitally. In the end, I can always have good peace of mind after closing my deal with Rave, because I know I can trust him! Thanks Rave!
Quality Cum Engineering Executive
Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums!
I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!
Financial Controller
I’ve been with Elden for over a year now, and the experiences have been exceptional. Not only has my portfolio seen fantastic growth of double digits returns, in addition, Elden took the time to truly understand my needs holistically. I am now adequately covered through tailored insurance solutions, giving me immense comfort knowing me and my loved ones are well protected. It is rare to find an advisor who balances high-level investment performance with such genuine care for a client’s holistic well-being. Highly recommended!
Homemaker
Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!
Marketing Manager at Design Collection
Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.
Alan is able to provide concise information and is able to plan for me in accordance to my needs.
Business Analyst at RGF
Derrick is a very knowledgeable, approachable, friendly and trustworthy financial advisor. He is always willing to go the extra miles and explain to me patiently about the policies and plans to make sure I fully understand. He answered all of my questions and gave me as much time as I needed to make the right decisions.
Retired
Pauline whom I have known for a long time has always been reliable. She has been our family financial adviser and planner for years. I have 100% trust in her work. She has a good character and personality too.
Automotive Car sales Director
I was thoroughly impressed by Wilson exceptional level of diligence and proactive mindset. His commitment in delivering high-quality results and willingness to go the extra mile truly set him apart from other Agents out there. He is able to identify my current financial gaps and blindspot, establish steps i can do to better position myself towards my goal. I strongly recommend him, as he is truly a cut above the rest!
Teacher
Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.
























































