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.

Mdm Esther Foo

Retiree

Good listener, able to handle my doubts, efficient.

Client of Yvette Yap

Mr Chun Ren

Student

Rayers is a motivated and knowledgeable financial consultant that has helped me start my journey towards financial independence. He answers any doubts regarding my finances and given advice according to my situation and goals.

Client of Rayers Sia

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Ms Qiu Yun

Assistant Manager at AIA Singapore

Dear Darius

I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years.

Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance.

With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage).

Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well.

You will always be the one whom I will introduce to my friends and family who requires financial advice.

Once again, thank you for the professional service rendered as well as being a great friend!

Client of Darius Tan

Ms Regina Lee

Account Manager at Amobee

Rui Han is a brilliant advisor like no other. He remains steadfast in providing highly accurate and objective view points in all our discussions and prioritises his clients needs. He always ensures I make the most informed choices and facilitates my decision making process by furnishing me with solid explanations even down to the technicalities.

Not only is he trustworthy, he is generous with his time and is always prompt in his responses and follow ups, providing valuable advices in all situations ranging from insurance to investments.

Without a doubt, I would highly recommend Rui Han to my friends and family.

Client of Kuah Rui Han

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 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

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

Joy Ee

Angeline has been a great help to my family on several occasions. She will always go the extra mile to help us, address our queries or advise us with integrity. She is always humble, never pushy, and has offered many kind words when our son was hospitalised. Thank you, Angeline, for being wonderful.

Client of Angeline Ng

Ms Jamie Tan

Self employed

I like the clear explanations, patience, and genuine care shown throughout the consultation process. Thank you for making financial planning easy to understand and for taking the time to address my concerns without any pressure.

I also appreciate the thoughtful advice provided to my nephew. The guidance given was practical, easy to understand, and helpful in building a strong financial foundation at a young age. It is reassuring to work with someone who is sincere, attentive, and committed to helping clients make informed financial decisions. I look forward to a long-term partnership.

Client of Nicola Lai

Ms Grace Tan

Sales Administrator at Simply Connect Pte Ltd

With a passionate heart and meticulous work ethic, Tiac Pin comes highly recommended to anyone who needs financial advice/planning. He is detailed in explaining the policy that I am keen on and even layout a few other options that suit my needs. You will be sure that you are in safe hands!

Client of Ng Tiac Pin

Ms Xin En

Nurse

Im glad to have Henry as my insurance adviser. He is a rare gem with great characters.

He has been very efficient and knowledgeable and has always been able to answer all my enquiries.

He has made the process of dealing with insurance easy. He is definitely trustworthy and provides excellent service.

As such, I have no hesitation in recommending him to my friends and relatives.

Client of Henry Ang CS

Lock

Smit Lamnalco

We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.

Client of Chim Keng Hoong

Mr Pradeep Annaiah

Manager - Enterprise Architecture

I am incredibly grateful for the exceptional service provided by Elden Wong. Their expertise and dedication in guiding me through the complexities of life-term insurance were truly remarkable. Elden Wong took the time to understand my unique needs and offered tailored solutions that provided me with peace of mind and financial security. Their professionalism, patience, and genuine care made the process seamless and stress-free. I highly recommend Elden Wong to anyone seeking reliable and knowledgeable advice on life-term insurance

Client of Elden Wong

Mr Timothy Christian Lin

Id at Paint Inc. LLP

I have known Hund for many years. He is understanding towards personal opinions, wants and goals. Nevertheless he never fails to interject his own opinions sensitively from his years of experience to ensure you make a well informed decision when planning your finances. Service with a smile, he has never failed to go the extra mile no matter the situation, even checking up on me and my family every time we are back from vacation or even quarterly to see how things are going. He has always provided service as a human to another human and i have never felt pressured into making decisions when consulting him. One of the best service experiences. I would highly recommend him always to the people around me.

Client of Hund Wong

Mr. DEBTANU BASAK

Senior Manager at NCS

Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)

Client of Elden Wong

Ms Huimin

Danny went above and beyond his role as an advisor. He places the needs of his clients as his first priority and it was evident from his unbiased and honest take on the policy which I greatly appreciate. He is conscientious and thorough and would pre-empt the next steps required to make the process more efficient.

Client of Danny Lee

Ms Yong Yong Qing

Vivian has been very helpful in providing financial advice, patient and clear in explaining different parts of the plan. She is also very approachable and friendly and tries her best to understand my needs, without being pushy. Strongly recommend!

Client of Vivian Peh

Ms Kayla Wong

Media

Yijun is helpful in responding to my questions, and quick in her response as well.

Client of Tan Yi Jun

Ms Fion

Admin Executive

Weiqi has consistently been there for me over the years, always prompt with his replies. I appreciate having a financial agent who is consistently available and reliable. I know I can count on him! I have provided him with multiple referrals now.