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.

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Ms Dex

Secretary

Cheryl is always available whenever I need to talk to her. She listens, ask open-ended questions and encourage discussion so that she can understand my needs /concerns better. She always provides objective and professional advises which is important and essential for any short or long term planning. This gives me a clearer picture on expected, realistic and gaps.

Client of Cheryl Huang

Ms Joey Fullon

Personal Assistant at Tolaram

I’m really glad I met Ida. She is now my go-to person whenever I need assistance or clarity on insurance matters, whether it’s travel, health, home, or car insurance.

She is knowledgeable and always takes the time to address my queries and explain things clearly. I am truly impressed by her commitment to her work and the level of service she provides. Highly recommended!

Client of Ida Ahmad

Ms Rachel Teo

Buyer at Watsons

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

Client of Cheryl Huang

Mr Ignatius

Sales Executive

I can’t recommend Elden highly enough. From day one, he’s been knowledgeable, attentive, and genuinely invested in my long-term success. He took the time to explain complex financial concepts in a clear, reassuring way, and every recommendation feels thoughtful and tailored to my goals—not generic or rushed. I always feel heard, supported, and confident in the plan we’re following. Partnering with Elden has brought me real peace of mind and a much stronger sense of control over my financial future. Truly an exceptional professional turned Friend.

Client of Elden Wong

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

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

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Ms Shirlene Phua

I have known Linda for many years. She is sincere, attentive, knowledgeable and caring. She listens patiently and render her professional advice to me whenever I have queries or issues with my policies. She is someone whom I would definitely strongly recommend to my friends as she is a knowledgeable adviser who puts heart into her work and understands the clients from their point of view. Thank you, Linda!

Client of Linda Quah

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Ming Loh

Upholding high integrity and transparency, Suet has been a great FA that I go to. Being very detail-oriented and practises active listening, she offers the best advice, and customises the complex financial products to suit my family needs. I never have to buy all the extra coverage. Her genuine care and commitment are invaluable and she is not just a financial advisor but has become a trusted family friend, reviewing my policies to meet the different stages of life. Thank you, Suet.

Client of Yeo Suet Yeong

Ms Tezel Lim

Graphic Designer at Oliver Wyman

Always patient in her explanations and clarifications, Eeks makes sure I fully understand what I’m signing up for.

She actively introduces products that benefit me, nudging me positively to take risks within my scope which has reaped good results!

What helps me have a clear overview of all products I have, the latest FNA summary report was detailed and compiled clear and concisely.

Client of Eeks Lim

Ms Joanna Huang

Asst. Mgr. at Mandai Wildlife Reserves

Marvin is very patient to explain till you understand any complicated technical jargon. He povides honest and objective advises based on client's finanicla status and will not hardsell products for self-interest purpose. Glad to know and have him guiding along this financial planning journey.

Client of Marvin Lai

Mr Lim Hua Kwang

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.

Client of Pauline Lau

Cristy Rodrigues

Senior Coordinator at Warner Bros. Discovery

I’ve always been curious about investing my money but was afraid to take the first step because I felt that most Financial Advisors were only after my money - that is, until I met Nova. What drew me to her was her sincerity.

She didn’t actually tell me this was what she did until I asked what she did for work. That was already a green flag for me because she didn’t see our conversation as a potential business opportunity.

Nova went through my finances and advised me on where to put my money. Although it’s not much yet, I’m glad I’ve finally started and have already seen some good returns on my investments, particularly with my CPF. I’m also so thankful that Nova encouraged me to do this because my BTO is coming up, and the increase in my CPF savings will make a significant difference. My only regret is that I didn’t start earlier.

I also appreciate that Nova sends me monthly updates on all my investments and always takes the time to answer any questions I may have.

Client of Nova Lontok

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Jadason Wang

Talent Acquisition Executive at Beyondsoft

My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!

Client of Danny Lee

Mr Liew

Manager at MOHH

I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.

As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.

What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.

If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.

Client of Rave Peh

Mr AR Chin

Assistant Director HR at Kydon Holdings

Andy has put the customer’s needs way above his own, even at the expense of sales. I wish to commend him for his sincerity, honesty, and integrity. You can rarely find a professional of his calibre in the market today.