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 David Ng

Ehs Manager

He is one of our most reliable and friendly financial advisor that I had ever met. He is someone I can count on.

Client of Derrick Chee

Ms Ong Shi Ming

Operations Executive at Eatigo

My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)

Client of Kuah Rui Han

Ms Camelia

Manager at Land Transport Authority

Daven is very attentive and explain in details. He has good knowledge in the products, excellent and detailed presentation. Great interpersonal communication skills and able to place client's interest first.

Client of Daven Lee

Mr Ahmad Ghuzaili

Syauqi is very helpful, knowledgeable and replies promptly. Very patient in explaining and goes the extra mile. Genuinely cares about the financial literacy of his clients. Thoroughly went through my financial statement as well as the recommended policies with me so that I could make an informed decision which I am able to afford in the long run. A pleasure to work with. Thank you Syauqi!

Client of Ahmad Syauqi

Mr Sim Chen Toung, Lau Hooi Wen

Engineer, Accountant

Jennifer is our financial advisor since 2020. What made us choose her as our financial advisor was her reliable and trustworthy personality. Her service is excellent - she is a very responsible person who takes the initiative to update us about any new changes in our financial portfolio. What we like about her approach is that she is not a hard-sale type. She understands our financial protection needs and provides us with options that best suit our requirements and budget. She also provides us with a personalized financial portfolio summary that includes a unique suite of policies from different insurance companies that best suit our needs. Overall, we highly recommend her service. She is a true professional who goes above and beyond to ensure her client’s satisfaction.

Client of Jennifer Tey

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

Mr Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

Haikal

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

Mr Venkatesh

F&b manager at Royal spicy dosa

He is empower knowledge of client handling. Such a great humunity person. Once again thank you sir&ur team

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 Tan You Yan

Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.

Client of April Lim

Ms Eunice Loh

Bank Manager

Elden is the most passionate and enthusiastic financial adviser I have ever met. He spends time explaining his selection of financial products in detail; he doesn't not hesitate to express his view on their future performance outlook and the confidence in achieving my desired target. In a short span of time, he assisted in transforming my dead pool of unit trust portfolio into a growing pool with positive results. I know I am in good hand; Elden is truly a professional and qualified financial adviser. I highly recommend Elden to be your trusted adviser too.

Client of Elden Wong

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.

Client of William Seah

Ms P

Business Development & Account Management

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

Client of Grace Wong

Mr Alex

Manager

I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!

Client of Ong Wei Qi

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

Mr Tang Xun

Engineer

Derrick is an excellent financial advisor who is warm and comfortable to be with to talk about personal financial matters. He is very professional and patient in sorting and keeping our messy documents in order and on track. With his great help, I have obtained a personal financial plan to prepare for my retirement and unexpected situations.

Client of Derrick Chee

Ms Joanna

Glad I chanced upon the FB ad that directed me to Shawn. He is very professional, very accommodating with my busy schedule and superbly patient in listening to my thoughts. He portrays a genuine interest in me as a unique individual and he is always "on my side" rather than being more interested in closing any sales.

Whenever we meet, I seem like I'm his only client and never in a rush to finish up a discussion. At events, he always make sure I'm "taken care" of. Super satisfied on his authentic service and professionalism.

Client of Shawn Koh

Mr Edwin Heng

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!