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.

Tan Jun Long & Raine

Alan is a reliable FA who has helped us greatly back when we knew nothing about investments or insurance. He has provided reliable and trustworthy advice and offered options tailored to our needs at the time. With him, we feel reassured for the future and have no worries about letting him handle our finances.

Client of Alan Lim

Mr HC Woo

Civil Servant

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Client of Elden Wong

Mr Chaitanya

Deputy Director at NTUC FairPrice

If your financial advisor is a friend, you will get to know more insights and ideas. Mr Pin is more like a friend to me than the advisor. Such a nice chap. Not sure how many of you know this, but I am proud to meet a person who represented Singapore in Bowling. Thank You Mr. 11th Pin :)

Client of Ng Tiac Pin

Ms Julie Foo Lee Kin

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!

Client of Derrick Chee

Ms Lynnette Chia

Manager

Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!

Client of Linda Quah

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Tan Yi Jun

Mr Haikal Roslan

Admin

I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.

He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.

I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.

Client of Elden Wong

Ms Jie Ling

Teacher

Rui Han is a friendly and reliable advisor to work with. He is always ready to reply and assist with any queries that I have regarding financial products/insurance. I can feel his genuineness and passion in this line of work and would recommend Rui Han to friends looking for an IFA.

Client of Kuah Rui Han

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 Jamie Tan

I am very comfortable working with Derrick as he has always exhibited a high level of professionalism and ethics through the years and I feel assured that my portfolio is in good hands as he's always one step ahead in alerting me of circumstances which I may not have foreseen and that he has my best interests at heart.

Client of Derrick Chee

Mr Roslan Maarof

Semi-retired

Rui Han gave a comprehensive and sincere review of all my insurance policies. He gave his professional opinion and made suggestions on what I could consider to optimise my policies, based on my current status and future plans. As Rui Han is not bounded by a single Insurance company, his advice is non-biased and no hardselling. This is exactly what I am looking for. I will definitely recommend him to friends that need a non-biased review and advice on their insurance policies.

Client of Kuah Rui Han

Ms Tan Siew Li

Accounts & Admin Executive at Zao Inc. Pte. Ltd.

Thanks Ervina for grouping all my insurance neatly and explain to me what i bought and it is useful as i had lots of insurance, i really don't know is it required. And also help me on the will writing and it took a few months to complete as my information are insufficient. She is very patient and kind to help me on collecting the data.

Client of Ervina Yu

Ms Winifred Tan

Admin

Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.

Client of Eva Tan

Ms Mark & Corinne

Retired

We have both had the pleasure of dealing with Dennis and Pauline for some years now - and have nothing but praise for the standard of care received. Professional, meticulous, client-centric and honest in their advice and recommendations. They will go the extra mile for us and are ever patient and clear in their explanations and guidance. We have benefited from the guidance and service received and have no hesitation putting them forth to family / friends. Also impressed with their efforts to give back to society with the work they do to help the less fortunate with financial planning matters that speaks of a genuine interest in the welfare of others that is most commendable and speaks volumes.

Client of Pauline Lau

Mr Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

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 Nordianawati Nasali

Ms Vivian Peh is an approachable person with a bubbly, patient, trustworthy and honest attitude. These traits are very important to me as otherwise, it would be very difficult to entrust any agreements. When unsure, she would tell me upfront, find out and revert. She does not have the big turn-off pushy behaviour which advisors tend to have. Rather, she listens intently, questions for better understanding and respects my decision. Hope she retains these wonderful characters so that I can continue to depend on her when any insurance related needs arise for me and my family.

Thank you.

Note: I did not indicate my designation and company as the testimony is based on my personal experience with Ms Vivian Peh as a personal insurance advisor. Thank you.

Client of Vivian Peh

Ms Tan Fanghui

Sales Ops

Many thanks and much grateful to Ruihan who has helped me so much in taking over and handling my hospital claims so well! Thankful for the availability and dependability that Ruihan really provides! Ruihan also gives me sound advice on my policies and claims and this allows me to have a peace of mind and to make wise life decisions.

Client of Kuah Rui Han

Ms Cordelia Koh

Reinsurance Technician

I have known Harris for over two decades, and throughout this time, he has consistently demonstrated integrity, professionalism, and genuine care for his clients. What sets Harris apart is not just his technical knowledge, but his patience in explaining complex financial matters in a way that is easy to understand. He takes the time to understand individual needs and always recommends solutions that are practical and aligned with long-term goals. I have full confidence in his advice and would not hesitate to recommend him to anyone looking for a trustworthy and dedicated financial adviser.

Client of Harris Mak

Ms Joyce See

Digital Marketing Manager

Cheryl is a gem. My husband and I decided to give our insurance portfolios an overhaul this year and Cheryl went out of her way to truly understand our needs, and our lifestyles before recommending policies that'd suit us. What's more, she made all the information super easy to digest and made the entire process a breeze.

She always goes out of her way to help us find an answer (even if it's not something she directly manages). She is thoughtful, genuine and definitely cares enough and thus, is so great at what she does. Cheryl, keep doing what you do :)

We're thankful and we know we're in good hands.

Client of Cheryl Huang

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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Thank you.

Note: I did not indicate my designation and company as the testimony is based on my personal experience with Ms Vivian Peh as a personal insurance advisor. Thank you.