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 Shaina

It is a pleasure working with Elden Wong! His years of experience in the finance industry truly shines through. Elden had offered to collate my investment and insurance portfolios, and provided insightful advice, tailored strategies, and a deep understanding of market trends. He is diligent in follow-ups and keeping his clients updated on the movements in the market. Beyond investments, Elden builds genuine relationships with his clients and I am proud to call him a friend!

Thanks to his guidance, both my partner and I have gained confidence in our financial decisions and have seen significant growth in our investments. I would highly recommend Elden if you are looking for a financial adviser!

Client of Elden Wong

Ms Shima

Doctor

Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!

Client of Tan Jun Qi

Ms Amanda Yee

i was introduced to willynn through a colleague. i had practically zero financial planning beyond some basic insurance coverage. over the past few years, willynn has helped review and improve my portfolio to cover gaps and put in place a proper plan for the future. she has consistently been very patient and clear with her explanations. she gives good advice and makes suggestions based on my requirements and preferences and she knows her products very well. would highly recommend.

Client of Willynn Soh

Mr Wesley Tan

Student at SUSS

Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend.

Client of Jason Choo

Ms Evelyn Tan

I have known Marvin for many years and had been my financial advisor. He is a very nice and patience guy and will never forced you to purchase any product if you are not ready yet.

He makes a great friend to be with and still possess the professional side of his profession.

Client of Marvin Lai

Mr Kenneth Koh

Director at Zhong Li Xing Automation Equipment (S) Pte Ltd

Eric is a person that you must go to if you need professional advices for financial planning. He listened attentively to your requirements and proposed a good, customisable and sustainable financial strategy that will benefit individuals needs. On his personality front, he is always cheerful and friendly person whom he will ensure that you feel comfortable with him during the first meet up. He is the man that I strongly recommend!

Client of Eric Lim

Ms Charis Low

Procurement at DSTA

I had a condition and had to undergo a surgery. Andy was very responsive and was there throughout the entire episode to advise and support me. Thank you for ensuring a seamless medical claim.

Client of Andy Seo

Mr Tan Jun Wen

Throughout the process of reviewing of my insurance policies, Sean was very professional and knowledgable providing the best alternatives for my current policies where I could save on my premiums. Thanks to his review, I am now more aware of what i own and would recommend him for anyone looking to do an independent financial review

Client of Sean Neo

Mr Kevin Liew

April provides me with professional advice in selecting my policies and assists me with any claiming processes in a very efficient manner. She does not sell me unnecessary policies that I do not require, only what I need based on my current lifestyle.

Client of April Lim

Ms Iris Chan

Supervisor

Ewald is an exceptional insurance agent. His patience and non-pushy approach helped me to understand insurance comfortably. He takes time to truly listen to my needs and answer to them accordingly. I highly recommend Ewald to anyone seeking a responsible agent!

Client of Ewald Teo

Mr Eric Ng

Executive Director at Swee Heng Bakery

I have been a client of Chaofeng for several years now, and I have to say, he is probably one of the more patient advisers I have met. He is accommodating to me and my family insurance needs. If he cannot give you an answer right away, he always gets back with the right information. I would HIGHLY recommend Chaur Fon to anyone, his integrity goes a long way!

Client of Ting Chaur Fon

Ms Olivia

I’ve had a great experience working with Sean. He is always responsive and easy to reach whenever I have questions. Most importantly, he gives clear, helpful recommendations that suit my needs. It’s been a smooth and stress-free process thanks to his support.

Client of Sean Neo

Mr Jonadab Phua

Executive

My experience with Synergy – through Angeline – has been exceptional. Patient, thoughtful, and driven to help secure a better financial outcome, there is nothing pushy about Angeline's advice and suggestions. Care is taken to purposefully craft a financial plan suited for the particular season in life I find myself in. Highly recommended.

Client of Angeline Ng

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 Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Client of Sean Neo

Mr Kelvin

Manager

Chaur Fon has been my adviser since 2012. My 2 kids, mum & auntie have policies with him too. He's caring, attentive and kind person. He is not only an adviser but also a close family member to us. I strongly recommend my friends to him if they are looking for any plans for savings etc. Well done chaur fon. Continue to do your best and we always believe in you.

Client of Ting Chaur Fon

Mr Hidir

Technical Officer

It has been a pleasure working with Jiamin for my insurance and financial planning.

When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs.

Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor.

Client of Teo Jia Min

Ms Zoey Tan

Teacher

I was recommended by a friend of mine to Adeline. Adeline is very enthusiastic and knowledgeable about the work she does, and always takes the initiative to ensure that everything is fine. I trust Adeline with my plans and feel very assured that she will be there to answer and clarify any doubts I have. If you require someone to look after your best interests, you can count on Adeline to be the right person.

Client of Adeline Low

Mr Kenneith Tan

Supervisor

Yvette has been my trusted adviser since 2021. Through her unwavering dedication and professional service, she also helped me with my son’s financial planning. She is like a friend whom listens to understand and care for my family as well.

Client of Yvette Yap

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.