Get in touch with our career team!
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
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.
Manager at Infinite Cables Company
Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!
This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.
Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.
M&E Executive at Colliers International (Singapore) Pte Ltd
Linda has been a understanding, responsible and knowledgeable adviser. She is always willing to go to the extra mile to provide me with professional advice when I need some. She will understand my requirements and needs and cater for them. To me, Linda has done more than just an ordinary adviser. Keep up the good work, Linda!
Sales
“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance
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!
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.
Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!
Marketing at Shopee Singapore
I'm grateful for my financial advisor's (Brandon Lee), unwavering dedication. His meticulous approach ensures I stay well-informed about the latest policy changes, and his insightful advice has not only secured my financial future but also provided peace of mind. I appreciate his commitment to helping me plan and navigate life's financial journey.
Regional Manager
Working with Elden Wong has been a great experience from start to finish.
His extensive knowledge of the finance industry is immediately apparent, and he approaches every interaction with a level of professionalism that inspires confidence. When I first started working with him, my financial situation was relatively simple, with only a few basic investments. However, Elden quickly recognized opportunities for improvement and guided me through the process of comprehensive financial planning. His advice has been nothing short of invaluable, providing me with personalized strategies that are well-suited to my financial goals and risk tolerance.
He doesn’t just offer generic advice; he tailors his recommendations based on an in-depth understanding of market trends, and he continuously adapts those strategies as market conditions change. His proactive approach to follow-ups is also something I greatly appreciate.
Thanks to Elden’s guidance, I now feel more confident in my financial decisions. I warmly recommend Elden Wong to anyone looking for a dedicated, knowledgeable, and trustworthy financial adviser.
I got to know Linda through cold call. Happened that I'm eligible for eldershield and she called for the purpose. Such an encounter! We met up and she patiently explained to me on the upgrade of the policy. She laid the choices and respect the decision I made. She has looked into my investment and given good advices. Update me on the progress and given me a peace of mind. We become friends talking about anything under the sun besides insurance. She's professional, caring and approachable.
Manager
Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills and helped review and optimise our insurance portfolio. It also helps that he has a very calming voice :-). We are very happy with his service!
I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!
I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.
From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.
William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!
Education
I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.
One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.
I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!
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!
HR manager at % Arabica
I’ve had an excellent experience working with Hanwei as my financial adviser. He is highly professional, prompt in his responses, and extremely knowledgeable in his field. Hanwei was able to fully resolve all of my business insurance needs with efficiency and clarity. What stood out most is his exceptional after-sales service—he continues to be responsive and supportive even after everything was set up. I highly recommend Hanwei to anyone seeking reliable and expert financial advice.
Technical Officer
It has been a pleasure working with Jiamin for my insurance and financial planning.
When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.
Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.
Music Teacher at Lydia Wong Violins
Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.
Accountant at Robert Half International
Thank you for his your patient assistance during the state of confusion. JJ is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and he explains everything in very details. I would recommend JJ to any of my friends.
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.
Project Manager
Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job