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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
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.
Yvette is kindest, caring, honest-direct, and approachable individuals I know and the most experienced financial consultants. Her customer service is excellent. Her positive and professional attitude helped turn any of my stressful situations into easy solutions because she not only cares about her job, but she also cares even more about her clients. I met Yvette consultants , she did follow up and update me on my investment portfolios diligently. She followed up and kept me updated on my investment portfolio and market situations diligently. Even when the market is down and my investment portfolios are not doing well, she will update me honestly and without hiding anything. I am really glad to have known Yvette and also as my financial consultant. She is so very helpful and friendly. I truly appreciate the exceptional service she provided me with. Highly recommended Relationship Manager Financial Advisor ( Yvette Yap Han Qian )
F&b Admin Officer
Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.
From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.
I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.
I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)
Maeva Huang has been my financial advisor for years. Her attentiveness is unparalleled; she listens attentively to my concerns and goals, tailoring her strategies to suit my specific needs. Maeva's knowledge of finance is impressive, and I trust her guidance completely.
From the many years I had know her, Linda is like a big sister caring and understanding my needs in different situations. She always give me good advise when I had issues and even sometimes when the issues are not related to her job she will also give good advise.
Senior Scientist at Samsung Biologics
Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.
Hair Stylist at Hair Philosophy SG
Responsible, reliable and trustworthy Entrusted him with all my investment and insurances
Educator
Before I started working with Elden, I knew almost nothing about finance, and to be honest, the whole topic felt pretty overwhelming. But from the moment we began, he made everything feel surprisingly simple and approachable. He has a way of breaking things down so clearly that even someone like me—who came in with very limited understanding—felt comfortable following along.
What I appreciated most was how patient he was throughout the entire process. I never felt awkward asking questions, even when they were basic or repeated. Elden always took the time to walk me through each idea in plain, everyday language, and he used practical examples so I could actually picture what was happening. Nothing ever felt rushed or complicated for the sake of it.
It’s clear he knows his field inside and out—investments, insurance, portfolio structure, market trends, you name it. But what stood out is that he never tried to push products or overwhelm me with information. Instead, he focused on what made the most sense for me and explained why each step mattered.
Thanks to Elden, I feel far more confident about my finances than I ever thought I would.
Tutor
I had bought lots of insurance from different insurance companies and Derrick’s service is hard to come by. He is the type of insurance advisor which anyone would like to have. Derrick is very dedicated to his job, he always put his clients first, always keep his client updated and always works on what his client needs. I am blessed to have him as my insurance advisor for all these years. My policies are well taken care of and if I need any help from him on the policies I bought he would advise me accordingly. He didn’t fail to call back and always keep me in the loop. I would definitely said that his service is remarkable and someone whom you would like to deal with if you plan to get any insurance.
Manager at Infinite Cables Company
Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!
This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.
Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.
Reliable and data-driven recommendations
We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!
Group Division Director at ERA Realty Network Pte Ltd
I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.
Procurement
I knew Derrick Chee few years back when I first moved to Singapore. And I felt it was the time for me to plan for my Insurance. Derrick is a very patient and met me few times to understood my needs and short & long term plan before recommending the correct insurance product. I am glad to trust my financial plan and could have comfortable coverage with his plan suggestion.
It was pleasant and definitely recommended financial and insurance advisor Derrick Chee.
Lecturer at ITE
Suet has always provided policies which matches my needs and allowing me to pick and choose at different price range yet at my comfortable level of commitment. In the midst of this covid19, she has shown her love and care by sending well wishes text and ensuring that I am coping well at home. Using technology to meet via zoom, she has also provided me with available financial planning policy which will ease my worries if I got contacted with covid19. Last and not least, I appreciated her excellent after-sales services which she has provided when I needed help with claims and informations.
Elden has an impressive financial wealth management portfolio who was strongly recommended to takeover the management of my retirement funds. He proposed suitable products and reliable funds to grow my retirement funds, provides regular updates on markets movements and his analysis, views and advice on current market situations. He is very prompt and detailed with clear guidance and instructions to ensure things are done right. I placed my trust in Elden to manage my retirement funds prudently.
I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.
From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.
William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!
Office Manager and Sales Support
With just a SmS away, Edward is always there to provide you with quick advices and help when you need it. He is a friendly agent, has a strong and good products knowledges.
Vivian is a very friendly and helpful advisor who took her time and effort to find the best financial plan to help best fit my financial goals.
Civil Servant at MOE
I got to know Eric from a colleague. I find him sincere and friendly, knowledgeable and warmth. He is clear in his explanation whenever I have doubt. He is people oriented. He knows his clients well and find out the needs of individual before he plans for product that is beneficial for his customer. I have made good profit under his recomnendatiob within a month of investment. Thank you very much, Eric.
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.