Working together to achieve financial freedom

SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach

Learn more

Working together to achieve financial freedom illustration

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 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

Ms Cassandra Chew

Account Manager

I truly appreciate having Agnes as my finance advisor at Synergy. She has a warm and reassuring presence that makes every discussion feel comfortable and clear. What stands out most is her ability to consistently present well-thought-out options, never pushing but always guiding with my best interests in mind. She challenges me in a positive way—helping me rethink my decisions and stay focused on what truly matters for my financial priorities. Her advice is not just professional, but thoughtful and empowering, giving me confidence in the choices I make. I’m grateful for her dedication and the genuine care she brings to every conversation.

Client of Agnes Lim

Ms Lee

Reconciliation Specialist at Schroders

Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me!

Client of Kuah Rui Han

Mdm Junianah

Primary School Teacher

I was referred to Ida by my colleague. She has helped me access travel insurance for my family and we have travelled worry free for several years now. She is always quick to respond and provides best advice.

Client of Ida Ahmad

Samantha Chan

Product Marketing Exec at Rarespawn Ventures

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

Client of Maeva Huang

Mrs Jane Wang Yuxia

Hairdresser at Ustyle

Good

Client of Ng Tiac Pin

Mr Thomson

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.

Client of Derrick Chee

Mr Benny Goh

Scm

I would like to express my thanks for the work Marvin has done for me and my family over the past years. The expertise and attention to detail with which he has handled our financial matters could not be faulted. Particularly reassuring to me and my family in the absolute integrity of his dealings with us. Thank you for everything

Client of Marvin Lai

Ms Ong Mary

Media Planner at Warner Bros. Discovery

We have been with NTUC Income since 1900s. Sadly, we didn't buy our plans from Kamen, he was only assigned to support us when the last planner went MIA. Kamen support has been superb, attentive, and meticulous. He never failed to provide an answer when faced with an impatient customer like me. I have friends who shared the same experience as me, with agents going MIA and no support from anyone. He continued to support us wholeheartedly knowing that we might not be able to buy new plans from him due to age, financial and other constraints. Thank you, Kamen, for your good work.
SYNERGY is very lucky to have Kamen as a representative. He truly supported us with Care and Concern.

Client of Kamen Kwok

Ms Geraldine Chia

Specialist at Schroders

Rui Han is a driven and committed individual who pushes his limits for greater success. Being his client makes me feel assured as he understands the products well and never fails to update me with new information whenever.

Client of Kuah Rui Han

Mr Sherman Tay

Accounts Executive at Manulife Singapore Pte Ltd

I have known Tiac Pin since NS days and he has always been a close Friend. Because of our friendship I trust and believe in his advise when it comes to financial planning. Friendship aside, his advises are sincere and well thought out. I don't feel pressured to purchase anything and he is always open to me getting second opinions. He is a good Friend and a good advisor and will always be my go to advisor for discussion.

Client of Ng Tiac Pin

Ms Alice Tan

Confidential Secretary at JP Nelson Group

It’s been really great working with Grace on all my family insurance needs. She really made the experience stress free during my husband’s hospitalisation. We’re thankful to Grace for all her help on the claims. Great job!

Client of Grace Wong

Ms Lim Ser Kia

Childcare teacher assistant at Methodist preschool

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Amber Chan

Mr Leon Wan

It Engineer

I came across Joleen when I was almost at my wits' end while shopping for motor insurance for my car. Tesla was new in the market and others either quoted ridiculously or just flat out rejected to even quote. Joleen managed to give me a couple of quotes and advised me in detail on the coverage of each policy.

I was deeply impressed by the level of professionalism displayed when I pressured her for repeated quotations and edits in the cover note due to requirements for submission when the car was nearing the delivery date. She remained calm and patient, helping me efficiently even though she was busy.

Totally recommended!

Client of Joleen Peh

Mr Lu Xunguang

Director at Coin Wash Pte Ltd

我认识炳仁已经很多年了，他也曾经是我们公司的一份子，做事认真谨慎，待人真诚。我很荣幸能够跟他一起工作，在他身上也学习了不少。现在的他在保险金融行业也是佼佼者了，我甚至也能从他的耐心解释与指导下买了人生第一份有意义的人寿保险，我很庆幸他能一直保持初心坚持这一份神圣的职业保护我们大家。我还记得我们公司的店铺保险都还是经由炳仁处理，其实一间店不幸发生了一些问题，赔了不少钱，也幸亏有了这个保单我们才能将损失降至最低。最后感谢这个一直坚持并且用心做好自己事业的人，加油炳仁！

Client of Darius Tan

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Ms Jo Tan

Director at Huttons Asia Pte Ltd

Partnering with Elden has been an exceptional experience, and I am extremely satisfied with the results. He possess a deep understanding of wealth management and financial planning. He is incredibly knowledgeable, always staying ahead of market trends and economic shifts, and his advice has been both insightful and practical.

This proactive approach to managing my portfolio has not only protected my assets but also facilitated consistent growth, even during uncertain times. Elden’s personalized approach has resulted in a tailored strategy that also perfectly complements my protection and retirement needs.

Overall, I am most pleased with the service I’ve received from Elden and he has been instrumental in helping me achieve my financial goals, and I look forward to continuing our partnership for many years to come. I wholeheartedly recommend Elden to anyone seeking a Proficient, Competent and Responsive Holistic Financial Adviser!

Client of Elden Wong

Mdm Rasnita Rahmat

Housewife

Since I resigned from financial advisory industry long time ago

I have not been updated with insurance matters

until a friend of mine kept in touch with me and talked about Eldershield upgrade (eldercare) and hospitalisation shield plans!

Now I am Aware of the latest plans that can use my hubby's Medisave to pay for him, myself and kids 😍

My Medisave no more mah 😂 Fortunately that my husband has quite a lot so why not use part of it to cover our whole family

Dont have to pay any cash coz we chose the plans that can use medisave only for the annual premiums 👍👍

And my friend is a very nice lady whom we know each other since we ever worked together before😍

She explained in detail and I admire her integrity, sincerity and professionalism!

Her service is Highly recommended ⭐⭐⭐⭐⭐🏆🏆🏆🏆🏆

All praises to The Almighty we family now have a peace of mind 💜

Client of Linda Quah

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Ms Natalie

I’ve engaged quite a few insurance agents and carol stood out as the most meticulous and dedicated agent. She offers various options with their pros and cons and recommends the most suitable plan for me based on my needs and lifestyle. She answers my queries/concerns clearly in layman terms so that I can make an informed decision. She’s responsive and quick to help me settle claims and payment. Would greatly recommend her to any one looking for an insurance agent! :)