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 Andy Tan

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!

Client of Derrick Chee

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 Yoriko Wong

I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances

Client of Elden Wong

Mr Morris Phang

Sales Manager at Apps Systems Service

I got to know Serene through my wife, and I am truly grateful for her guidance and support as my financial adviser.

Serene has helped me with my retirement planning and provided valuable advice that gives me confidence and peace of mind about my future. She is knowledgeable, professional, and always takes the time to address my concerns patiently. No matter when I reach out, she is incredibly responsive and reliable—something that is very rare to find nowadays.

What I appreciate most is that Serene genuinely cares about her clients. Her dedication, attentiveness, and willingness to go the extra mile make me feel at ease knowing that I am in good hands. She has earned my trust through both her expertise and her sincerity.

I wholeheartedly recommend Serene to anyone looking for a trustworthy, responsive, and caring financial adviser. Thank you, Serene, for your excellent service and support. Keep up the great work! ❤️👍

Client of Serene Seah

Mdm Sandy Chong

Retiree

Pei Chi is very knowledgeable and professional in looking into suitable plans for me, presenting the different financial & retirement plans available which are suitable for my consideration taking into consideration what plans I already have in place. She sells plans to me with heart and passion taking into account my condition and situation. Never once that she does hard-selling.

I would highly recommend Pei Chi to any potential individual who are looking into financial and retirement planning as well as in looking into investment plans for earning other source of potential income.

Client of Soon Pei Chi

Mdm Annie

Retiree at Retiree

I’m so grateful for the support and guidance I’ve received from my financial adviser. From the very beginning, she took the time to truly understand my needs and goals. Her friendly and approachable nature made it easy to talk openly, and I always felt listened to and understood.

What really stood out was how helpful and proactive she was in assisting me with my dividend payouts. She ensured the process was smooth and even helped expedite everything without any stress on my end. Her sincerity and genuine care for her clients shine through in every interaction.

Thanks to her, I not only feel more confident in my financial journey but am also very happy with the results. I couldn’t have asked for a better adviser!

Client of Serene Seah

Mdm Eileen Ng

Operation Controller at Den Hartogh Asia Pacific Pte Ltd

Chaur Fon is our company Financial Advisor since 2012. He is very patient and also very attentive. Last year, I had a bad fall and fractured my ankle. He followed up my case very closely and attend to all my enquires till I received my final claim.

I would strongly recommend his services to all my friends if they are looking for any insurance plans!

Keep up your good job Chaur Fon!

Client of Ting Chaur Fon

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Ms Ylaine

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

Client of Bexton Tang

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Client of Jennifer Tey

Mr Md Safrin Saptu

Project Executive

Appreciation for Excellent Service.

Dear Ms Amber Chan and Ms Janessa Ong,

We hope this message finds you both well.

We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.

Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.

Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.

Sincerely,

Client of Amber Chan

Rica

I am writing to express my appreciation for Elden's exceptional management of my investment portfolio. When he took over, my portfolio was experiencing a paper loss, and he has since helped me turn it into a profitable investment.

Elden is knowledgeable, responsive, and persistently proactive, which has been invaluable in helping me make timely investment decisions, especially given my busy schedule. He also took the time to understand my personal financial situation and tailored his advice accordingly.

I am truly looking forward to continuing to work with him long-term to grow my retirement funds.

Client of Elden Wong

Mr David Koh K W

Senior Lecturer

It was great that I have spoken to Yi Jun advising on my existing policies that I am holding currently. She is quick in scanning data that I have presented to her and understood what I have in mind for the issue that I am concern about for she was a good listener. She was able to throw in some tips of how I can optimise my current situation. Fruits for thought for me after our discussion. There are new angles to relook into my portfolio to optimise my investment and protection. However, I need some time to think it through. Many thanks to Yi Jun for that chat session. ^_^

Client of Tan Yi Jun

Mr Tong TF

Analyst

Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.

Client of Elden Wong

Mr Chuah

To Mr Elden Wong,

"I had the pleasure of working with a remarkable financial adviser whose expertise and professionalism were evident in every interaction. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking financial guidance and support , and for those who are still sitting on the fence of choosing your advisers don’t even hesitate to contact him!”

Client of Elden Wong

Mr Andrew Lim

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!

Client of Marvin Lai

Ms Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.

Client of Elden Wong

Mr Luke Lin

It Professional

I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice.

Client of Teo Jia Min

Mr Adrian Tay

Teacher at Ministry of Education

I first knew Serene as a fellow colleague in the same secondary school. When she switched career, we lost touch until a mutual friend reconnected us. Serene has been my financial adviser since 1 May 2024. She provides very prompt service and her knowledge of the available financial tools in the market is impressive. She is able to dish out good advices and valuable insights for different circumstances. On many occasions, in order to accommodate my work schedule, Serene would meet near my place in the evening to follow up on my financial portfolio, at the expense of her family and rest time, which is something that I appreciate very much. For those who are looking for professional financial advice with highly personalised service, Serene is the go-to person. With her wealth of experience, Serene delivers and does not disappoint.