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 Haikal Roslan

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

Benson Yeo

Private Banker at CitiBank

Wow, I gotta say, Lucky really knows how to break things down! He doesn’t beat around the bush or try to sell me on anything. He just lay it all out in a simple and straightforward way. I love that because it gives me all the information I need to make a decision without any confusion.

Client of Lucky Lim

Mr Chan

Retiree

Eva has been my agent for past few years. She is responsible , dedicated and helped me on my claims successfully. She helped me plan for my retirement as well.

Client of Eva Tan

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and I’ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Client of Jack Chan

Mr Mao Shan

Engineer

I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set.

Client of Roger Lim

Mr Chong St

Project Manager at Conplus Resources

Eva has been very prompt in assisting me whenever I need her help. She takes pride in her job and provides exceptional knowledge and excellent service as my insurance agent. With Eva expertise, I can be assured that my insurance needs will always be well taken care off.

Client of Eva Tan

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

Mr Parvesh

Director at Zia logistics

I’ve had a truly positive experience working with my financial advisor. From the very beginning, he took the time to understand my goals, risk tolerance, and long-term plans, which made me feel confident that my finances were in capable hands. His advice has always been clear, thoughtful, and tailored to my specific needs rather than one-size-fits-all.

What I appreciate most is their consistency and transparency. He regularly check in, explain market changes in a way that’s easy to understand, and ensure I stay on track with my financial goals. I never feel rushed or pressured—instead, I feel supported and well-informed when making important decisions.

Thanks to his guidance, I feel much more secure about my financial future. I would highly recommend his services to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Client of Rison Ong

Mr Yan Ping

Executive

Adeline is very helpful and always take the extra mile to explain things in detail to me. She get things done fast and on time, and she always keeps me updated which gives me a peace of mind. Even though I’ve been her client for 2 years, she still makes the effort to meet up with me consistently to ensure that my policies are relevant and up to date. She’s trusted and reliable, please meet her!

Client of Adeline Low

Mrs Agnes Tan

Director at FamilyWise

My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!

Client of Danny Lee

Ms Daryl Fawn K

Executive

I know Harris through my previous firm corporate employee benefits program. Throughout my encounter with Harris, I find him to be very professional and knowledgeable in his field of work.

There are few instances that my investments have avoided losses after taking his advice. I am thankful for his advices or else the investment decisions that I made on my own will be detrimental to my finances.

Now Harris has been my adviser in all of my financial planning. To me, he is the go-to-person who has strong fundamentals and foresight in corporate and personal finance advisory.

Client of Harris Mak

Ms Regine Khor

- at -

Very responsible, very caring, excellent service

Client of Derrick Chee

Mr Huang zhiqiang

Machine programer at Meisterform

Great experience with elden,explains policies very clearly and easy to understand. Also does a detailed insurance analysis with me . Highly recommended advisor with exceptional customer service and dedication to his role.

Client of Elden Wong

Mr Srikanth Gopalaswami

I wanted to get the right medical insurance coverage in Singapore that was appropriate for me. I was looking for a reliable, knowledgeable, efficient and experienced person to guide me to match the right insurance policy for my needs as well as take me through the process to get me medically covered in a timely manner. Elden Wong was recommended to me and he definitely met as well as exceeded my expectations for a customer oriented insurance and financial adviser to take me through the process from start to finish. Elden was very patient and first listened to my wife and me to better assess our insurance needs and financial considerations for the right policy. He also informed us of the pros and cons for the various policy instruments vis a vis our requirements and also brought his own experience to bear in his recommendations. He understands that a customer is satisfied if his needs are well matched along various dimensions: coverage for various medical criteria such as current personal health and requirements, insurance policy price, breath of hospital choice, etc. He presented the various policy and insurance company options and explained the benefits and any limitations. Once we had decided on what was the right policy for me, he then moved quickly to execution mode and worked closely with me to get the paper work done, arranging for medical check up appointment and just working the system to get the medical insurance policy approved and finalized in a timely manner. It was a pleasure working with Elden and I not only found him efficient and effective but he was also quite personable to work with.

Client of Elden Wong

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Mr Sc

It Administrator

Before working with Grace, I was not able to understand the financial/insurance concept/plan and all the various different plans/products are overwhelming for a layperson like me and my family. As such, my existing portfolio was not cost efficient. My portfolio is well managed now, with the help from Grace as a one stop shop solution provider for my financial needs. I’m now able to have a more efficient and cost-effective portfolio. Grace is patient and willing to spend time to explain things that I don't understand. She is responsible, always within reach, diligent, able to respond well, does not take long time to respond. My best takeaway from working with Grace is being able to find a one-stop place to meet the needs of the financial planning/analysis and able to carry out the plan step by step.

Client of Grace Wong

Ms Neo Lay Yan

Hairdresser at Jean yip

Dear Derrick chee you’re a excellent agent that has been servicing me throughout the whole year, best regards

Client of Derrick Chee

Ms Shobana

Hospitality Manager at Super League Triathlon

I’ve know April way before she pursued her career as a financial advisor and couldn’t be more contented to have her as my financial advisor.

She’s an extremely warm and a very genuine person.

She’s always contactable and never fails to aid in all my queries. She follows up regularly and always keeping me in the loop with updates.

My husband went through a small procedure and as it was our first time, I called April many times and she helped us with all our questions and advised us on what needs to be done etc. We were very glad to have someone to guide us at that point of time despite the time and countless calls back and forth. And even though, she was resting, she was so kind to still check up on us.

I have had a few advisors in the past but they always tend to ghost out after awhile, and with April, she is ever so present and the society need more of such advisors.

Client of April Lim

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

Mr Shaun

Realtor

I have known Wilson since Secondary school, always see him as a responsible and dedicated man. In terms of financial planning, he is the first person who comes to mind, i know i can entrust him with my money. He took the time to understand my needs and concern, provided valuable insights that i never knew about.

Definitely recommending without a doubt!