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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
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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.
SOC Analyst at MINDEF
Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me.
It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!
Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser!
Driver at Stripes Premier
Eva has been my agent for past few years, she is very helpful and reliable. She always thinks for my best interests and I trust her advice. She is one of the best agents I ever met. She is hardworking and has always provided prompt assistance.
Director
I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.
Staff Nurse at Tan Tock Seng Hospital, Novena
I recently had the pleasure of working with Elden Wong, an exceptional insurance agent who went above and beyond to help me navigate the complex world of insurance plans. Elden's expertise and guidance were invaluable in explaining the various options and finding the perfect fit for my needs.
What impressed me most about Elden was his patience and willingness to answer all my questions, no matter how small or trivial they may have seemed. He took the time to understand my concerns and provided personalized recommendations that put my mind at ease.
Elden's professionalism, knowledge, and dedication to his clients are truly commendable. I highly recommend him to anyone seeking insurance guidance. Thank you, Elden, for your outstanding service and support!
Wealth Planning Manager at DBS
Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou
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
Vice President
I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!
Educator
Working with Elden as my financial advisor has been one of the most reassuring experiences I’ve had when it comes to managing my finances. From the very first meeting, he took the time to walk me through the entire landscape of investing in a way that felt clear and manageable. I never once felt rushed or overwhelmed. Instead, he broke everything down step by step, checking in often to make sure I understood each part before moving on.
What stood out most was his patience. He never made me feel embarrassed for asking basic questions or for needing certain terms explained more than once. Financial jargon can be intimidating, but Elden handled it with a calm and steady approach that put me at ease. He translated complex concepts into everyday language and used real examples to help me see how everything worked in practice.
Elden is also incredibly accommodating. He made himself available whenever I needed clarification, whether it was over a call, message, or during our scheduled meetings. He always listened first before giving advice, and he took the time to understand my goals, risk comfort, and financial situation before recommending any strategy.
His depth of knowledge is obvious. Whether it was insurance, investments, portfolio allocation, or market trends, he explained the purpose behind each decision and how it aligned with my long-term plans. I appreciated that he never pushed products or made me feel like I was being sold something. Instead, he focused on what would genuinely benefit me.
Thanks to Elden, I now feel more confident and informed about my financial future. I’m grateful for his guidance, and I would wholeheartedly recommend him to anyone looking for a trustworthy, knowledgeable, and patient financial advisor.
Head Of Finance
Derrick has been managing our insurances for more than 10 years. He’s helpful, knowledgeable and easily contactable which is very important to us when it comes to someone who’s managing our portfolio. Whenever there’s a meet-up, he’s always well prepared. Highly recommended financial advisor.
Elden exposed me to another view of Financial Planning. I appreciate him sharing insights of the market in general, and also strategies for specific sectors and counters. I've gained much from his teachings.
I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.
Analyst
Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.
Head Chef at Sonder dining
Hund has been my advisor for 4 years. He was highly recommended by my wife and I am grateful for all his help thus far with various policies and claims. He often provides useful information to help me understand the policies that I need to have to better protect myself. Hund is always prompt in assisting me with any issues I had with my policies and especially when it comes to claims. My claims are usually processed quite efficiently and if there are any delays, I am always updated. I have had pleasant experiences so far and it is great that Hund does not hardsell but instead, listens and advises me on what is most suitable for each phase of my life. He has also help me and my family with the claims and always follows up with a sense of urgency .Hence, I would highly recommend Hund as an advisor.
Principal Product And Tech Consulting at Sabre APAC
Alfred has been servicing me for several years, since I have less experiences in insurance and investment, he always is able to provide the professional and comprehensive consultancy in patience, helps me make the decision meeting my needs.
I would like to take the opportunity to thank him for all his engagement and extra efforts.
BIG THNAKS for his great work!
Best regards, Jian Feng
Nurse
Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!
SysEngineer at IQ Dynamics
Rave is an exceptionally knowledgeable and passionate financial advisor who truly excels at what he does. He prioritizes his clients’ needs, meticulously analyzing the vast and complex insurance landscape to identify the best policies which suit my needs. Thanks to his expertise, he has introduced policies that are perfectly aligned with my financial goals and situation. With Rave managing my financial policies, I have complete trust and peace of mind knowing that the policies he has chosen are the best fit for me.
Homemaker
I was introduced to Weiqi through a relative, and I couldn’t be more grateful. When I reached out to inquire about financial products, he provided me with a wide range of options to choose from. I really appreciated that he wasn’t pushy and allowed me to make informed decisions at my own pace. Moreover, I was impressed by how efficiently he handled my claims, ensuring that everything was processed promptly. Weiqi’s dedication to his work is evident in his responsible and responsive approach. I am so pleased with his service that I will definitely refer him to others without hesistation!
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.
Hr
Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership!Mr









