Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

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 Darren

Software Engineer

I met Elden coincidentally just after the game Elden Ring came out. Since then he has become a valued part of my financial planning and retirement forecasting. Working with Elden has been an incredibly positive experience. His patience and dedication stand out in every interaction. He takes the time to explain everything clearly and thoroughly, ensuring I always feel informed and confident about my financial decisions. I truly appreciate his professionalism, integrity, and the genuine care he brings to his work. I would highly recommend him to anyone seeking thoughtful, knowledgeable financial advice.

Client of Elden Wong

Ms Darilyn Koh

Treasury Associate

Agnes and I have known each other for over 13 years and she has been servicing my portfolio for over 10 years. She is a reliable and trustworthy adviser as she has been supporting me in my financial journey at every stage of my life since I was a University student. Her optimism and genuine interest about people from the different walks of life is very infectious. I have always that she has respected my journey (despite it being unconventional at times) and she never fails to ensure that I can pursue my interests / goals freely, but also grounding me whenever necessary. I really appreciate having a trusted friend to take care of my finances and I hope that she will still be there to support me in the next few decades.

Client of Agnes Lim

Ms Patricia Leong

Dental Assistant at Smilefocus

Garrick is a very informative, confident and reliable insurance agent. He is also a good listener and able to suggest policies that fits your need. He is willing to go extra mile to make sure you are properly taken care of. I am lucky to have him as my insurance agent.

Client of Garrick Lin

Ian Lee

Pilot

I've known Lucky for almost 20 years, since we were schoolmates. He has always been genuine, reliable and trustworthy. These traits are essential in someone that manages your personal matters. When I found out Lucky was in this industry, I reached out to him and have never felt more assured since he started helping me manage my portfolio.

Client of Lucky Lim

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

Mr Julian

Researcher

Alfred is very knowledgable about the financial products and has helped me tremendously with my financial planning. He is a friendly and meticulous agent who will go all out for his clients.

Client of Alfred Seng

Mr Russell

Healthcare Worker

Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)

Client of Danny Lee

Ms Jamie Tan

Civil Servant

I've came crossed many Financial Advisers (many just come and go) and I'm grateful to be able to meet Derrick. Derrick is one hard to come by, Insurance Agent, Financial advisor and a friend to me and my husband. He's dedicated to his job and will always provide his professional advise according to our needs. Thank you so much for assisting us all these years! You are the best!

Client of Derrick Chee

Mr Yeo Yong Peng

ERA Realty

Thanks Edward and Edmund from Synergy Financial advisers for fruitfull and comprehensive financial advise. Will refer my HNW clients to them.

Client of Edmund Wee

Ms Lim Xin Rong, Zann

Graphic Designer at CREPUSCULE ASIA

Trustworthy, efficient, and friendly— Eeks is a great financial advisor answering all my insurance needs. When I’m in doubt, she provides honest opinions and makes sure we have the best plan within our needs. She has not only helped me through my health and financial planning but also for my family and friends. Thank you Eeks!

Client of Eeks Lim

Ms Kelly Song

Homemaker

She is reliable and trustworthy person whom I can relate to. She always places my interests first and understands my circumstances in relation to my finance. With this understanding, she will also go the extra mile to tailor to my needs. She is a patient and attentive person which will explain in detail the products. Highly recommend!

Client of Pauline Lau

Mr Eric Tan

Operation Manager

The most responsible, approachable and committed advisor that I know. One thing I like about him is that he does not hard sell.

Client of Derrick Chee

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 A

Senior Admin Executive

Rui Han is different from the many financial planners and insurance agents. He is authentic in helping me to achieve passive income for my retirement. He has my welfare at heart which is so assuring and enlightening. Just within 1 hour, he was able to summarize my source of passive income, my overall retirement scenario, what should i do to preserve my passive income and how to generate more in the future. He even gives me valuable advice on the use of insurance plan. I would recommend him to people who want someone who has client's interest and objective at heart and genuinely provide advice based on clients' terms and interest.

Client of Kuah Rui Han

Jacob

I would like to share my positive experience with Kayden. I always engage him for all insurance and financial matters. He consistently offers good pricing and takes the time to find plans that suit my needs and budget.

What truly stands out is his responsiveness—he is always quick to reply and address any questions or concerns I have. On many occasions, he has gone the extra mile to ensure everything is handled smoothly, which gives me great peace of mind.

His customer service is excellent, and he is always patient and professional in his advice. Because of this, I will always look for him whenever I need any insurance quotes or financial advice, and I would highly recommend him to anyone seeking a reliable and trustworthy agent.

Client of Kayden Khoo

Ms Wendy

Manager

It is my pleasure to recommend Elden as he is very professional and experienced. It is apparent that he studies the fine prints of insurance policies in depth as he is able to evaluate the pros and cons of the policies available in the market before he provides the recommendations to his clients.

His deep knowledge of financial markets and skillful handling of complex investment strategies have also consistently delivered strong returns.

Impressive!

Client of Elden Wong

Mr Choong

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!

Client of Rave Peh

Mr Joe Leong

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.

Client of Hund Wong

Mrs Joan Lui

Senior UIUX Designer

Finance has always been something I avoid because it feels too confusing, but Adeline really helped me understand things in a much simpler way. She is patient, genuine, and always willing to explain without pressure. Thank you for guiding me through my financial journey and making it feel much less intimidating.

Thank you Adeline! :D cheers

Client of Adeline Low

Mr Boey

I initially wanted a simple savings plan, something that could beat the banks interest rates. My friend introduced me to Roger and lucky for me, he shared with me some strategies and products that not only managed to hit my desired interest rates, I am also able to have passive income from it. Roger is a very frank, sincere and honest individual and I would definitely recommend him to my close friend for financial planning and their savings needs. Thanks Bro!