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.

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

Chong Li Ming

I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.

Client of Tynn Lim

Mr. Raphael Reich

Managing Director at Dejavu Agency

I've had the pleasure of knowing Maeva for several years and during that time she has taken great care of all my insurance needs with her meticulous approach, friendly and approachable manner, and her solid and invaluable advice based on her wealthy experience in the business and because she is a very honest and caring human being.

Client of Maeva Huang

Ms Carina Ng

Analyst at Citi

It's definitely a great pleasure having April as our advisor. She’s trustworthy, meticulous and objective in addressing the needs and concerns, which made the whole process easy and hassle-free. She has demonstrated the character and work ethic that I believe will bring her far in this industry. Thanks April!

Client of April Lim

Mr K.Saravanan

Security at Certis Cisco

Nothing

Client of Liinson Heng

Ms Emily Yap

Alfred has been my financial planner since 2019. Financial planning is important to me because I want to grow my money through the right investments. My goal is to maintain my current standard of living when I retire. Without financial planning, this would be difficult to achieve.

Alfred has a calm demeanour and is professional and clear in his communication. I can always trust him to recommend the most suitable financial or insurance product to me based on my needs and risk appetite.

He is always well prepared and well informed for our meetings and approaches our review very systematically without prejudice / bias and what I appreciate most about him is: he does not pressure me into making decisions. So far, the decisions made have been good.

Client of Alfred Seng

Miss S

I have an excellent experience working with Elden, especially during my recent claim and hospitalization. As this was my first time going through the claims process, he guided me from the very start and patiently answered all my questions, ensuring I understood each step clearly. He took the initiative to follow up closely with the insurance company and helped expedite the claim, which greatly eased the stress. His experience and deep understanding of the insurance process were very reassuring.

Beyond claims support, he consistently keeps us well informed about market conditions and any relevant updates, which shows his commitment to long-term client care rather than just transactions. He is always easy to contact and responds promptly, making communication effortless and reliable. His professionalism, reliability, and genuine dedication give me great confidence and peace of mind, and I would highly recommend Elden to anyone looking for a knowledgeable and dependable insurance agent.

Client of Elden Wong

Amrita

Business

Very kind and helpful. Goes out of his way to explain every detail. Genuine person with real care and concern for his clients. Best insurance agent to have. Thank you so much Syauqi!

Client of Ahmad Syauqi

Ms JZ

Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!

Client of Andy Seo

Mr Joel Goh

Director at Elush

A chance encounter and Kayden promptly became our entire family’s trusted financial advisor. He is not only thorough in his analysis but also give appropriate holistic recommendations based on our needs. Beyond the initial consultations, he quickly proved to be highly responsible and dependable when we had to make claims or when updates to insurances have to be made. Since we met him almost 10 years ago, he has been our go-to advisor for all our financial needs. His credibility stood the test of other individuals as well as he also quickly became the go-to advisor for the family and friends that he was referred to.

Client of Kayden Khoo

Mr Tiang

Sell Employment

I appreciate Roger's quick response to my enquiries and his professionalism in handling my case.

Client of Roger Lim

Ms Mei Jun

Energy Lead at Banking Industry

I would like to express my appreciation to Jia Min for her patience and clear advice in optimising my coverage and selecting the plans I want. I can feel that she is very genuine and always thinking of what is best for me. I would definitely recommend her to my friends if they need any advice on insurance matters.

Client of Teo Jia Min

Mr Wan Hong Wei

Audit Assistant at Ernst & Young

Rui Han is unlike any Financial Advisers i have encountered. Instead of pushing random products to me, he firstly understands my situation and my needs before introducing the policies to me. He gave me a thorough analysis of different products in the market which allows me to make sound decisions. Honestly, he broke the stereotype i had for financial advisers. Would recommend him to people who needs financial planning!

Client of Kuah Rui Han

Mr Arifeen Kamaluddin

Manager

A good agent where he has good knowledge of products he promotes and listen to his clients patiently.He is humble and willing to learn more.

Client of Chan Jun Jie

Ms Ellie Eng

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.

Client of Linda Quah

Ms Kayla Wong

Media

Yijun is helpful in responding to my questions, and quick in her response as well.

Client of Tan Yi Jun

Ms Chris

My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!

Client of Joanna Tan

Ms GUYU

Human Resources at NAM HWA OPERA

Ewald 是一个认真负责耐心的销售，很满意他给销售规划

Client of Ewald Teo

Ms Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Ms Patricia

Director

Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done.