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.

Ms N

Manager

What really stands out about Elden is how much heart he puts into everything he does, especially when it comes to his clients. He’s always prompt in his responses whenever I have questions, thoughtful in his approach and understanding my financial situation/needs and being proactive in delivering the best possible outcome for my investment portfolio. Over the years of knowing and working alongside Elden and I can honestly say he’s one of the most dedicated and sincere FA I’ve met. Elden takes the time to explain his recommendations clearly and always ensures my portfolio is well-positioned, optimized and so I never felt in doubt or have to care or worry about how the cyclical economic outlook may impact my portfolio - and my portfolio has shown steady growth throughout. Appreciate his sincerity, consistency and trustworthiness. Highly recommended Elden!

Client of Elden Wong

Dawn Wang

Tynn has always been there for my family and I since 2008 to provide us with numerous financial advices and planning. She is a trustworthy adviser who will always try to draw up the most affordable and complete plan for us so that we can be well covered and protected. She is flexible and will try to accede to our sometimes unreasonable requests within her means. Whenever there are new changes to the policies she will update and advice accordingly, thus we can really depend on her to manage our policies wholeheartedly without any worries. Be it a life insurance, saving plans, investment plans or travel insurance, Tynn will always provide us with the most comprehensive plan within our budget, risk appetite and financial goals. She is extremely helpful and patient in explaining all the financial plans to us especially to my parents who have zero knowledge about the financial jargons. A recent anecdote assured me further that we have a right choice in entrusting all our financial planning to her. My mum was hospitalized with appendicitis and this was the first time we were making a hospitalization claim. I had completely no idea how to go about doing with, especially with all the paper work involved. Immediately, I called Tynn and sought her advice and she went into the details on what I need to do and documents I need to keep. Despite her hectic schedule, she would call me every day for that week to check on my mum’s condition, while at the same time, remind me to keep the necessary important documents required for the claims. Through her advice and help, we managed to claim pre- and post-surgery expenses which we never knew were claimable. Tynn is one noteworthy, impartial and lively financial consultant whom we can trust and I will definitely recommend her to all of my friends and relatives.

Client of Tynn Lim

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

Ms Nemi Mary

Digital Marketing Executive

I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.

Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.

What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.

His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.

I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!

Client of Sebastian Yio

Mr HC Woo

Civil Servant

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Client of Elden Wong

Ms Joanna

Assistant Manpower Manager

"Responsiveness", "Reliability", and "Customer First" are the 3 key qualities that define a good Financial Planner. Jarius has it all. He is always there to assist me with financial matters. Jarius is always quick to respond to our text messages and phone calls. He's a competent insurance broker who actually cares about his customers even after the transaction and is always willing to provide us financial advice. "Customer first" means putting the customer's needs first, and his honesty earns our respect and trust. He takes the time to get to know our needs and then recommends suitable products that matches my goals. I appreciate all Jarius has done for us, and we would gladly refer him to our friends and family."

Client of Jarius Kan

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 Amanda

Vice Principal

Adeline is warm, genuine, approachable and puts her clients’ needs first. She is sincere in her advice, patient in explaining things, and never makes you feel pressured to make a decision. Her caring and personalised approach made the whole process feel comfortable and reassuring. I am truly grateful and would highly recommend Adeline!

Client of Adeline Low

Mr Cliff Chan

Senior Associate Engineer at ST Electronics

Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her.

Client of Cheryl Huang

Syauqi Morshid

Relationship Manager at Synergy Financial Advisers Ltd

Beyond being an exceptional adviser to his clients, Marvin is also a mentor and leader that I greatly appreciate and am grateful for, being able to learn from his wisdom and wealth of experience. His dedication to his role as a mentor goes beyond just offering professional guidance and support, but also in supporting his mentees’ own personal growth. His unwavering support for new ideas and relentless drive to help his mentees reach their full potential makes him someone we can always turn to for guidance. He actively encourages his team to think outside the box, explore innovative solutions, and push the boundaries of their capabilities. Marvin's commitment to nurturing talent and fostering growth within the team is admirable, drives the team to be the best advisers to our clients and strive towards achieving our personal and collective team goals.

Client of Marvin Lai

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Mr Cn

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

Client of Aaron Chua

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 Yanghaus

Technical Advisor

Alfred is a true professional. Very clear and understand us well on our insurance needs. For the first time I'm able to understand what I am paying for my insurance and whats my coverage. His follow up is something that distinguish him from the rest. Well done and thank you Mr Alfred.

Client of Alfred Seng

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

Ms. Jelyn Ng

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!

Client of Gidman Wee

Mr Richard Tan

Ceo at Success Resources Global Ltd

Recently I bought a Tesla car and needed to have it insured. After much researching, fortunately I found Joleen from Synergy. She is very professional and her service is prompt and implacable.

I would highly recommend her service to anyone and anytime.

Client of Joleen Peh

Mr Kelvin Tay

Assistant Manager at Gov Sector

I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future.

Client of Alfred Seng

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Ms Cynnthia

I’ve had the pleasure of working with Elden for my hospitalization and early critical illness insurance, and I couldn’t be happier with the experience. He is incredibly friendly, responsive, and efficient—always quick to answer my questions and provide clear explanations. What stood out most is his reliability. I always felt like I was in good hands. I would definitely recommend Elden to anyone looking for a trustworthy and dedicated insurance agent.