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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
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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.










Logistics Analyst at Stryker
Tynn is a a detail oriented and friendly professional in the financial advisory industries. She believe and commit in her work with lots of passion. She is a meticulous lady. She keep her clients up to date whenever there is a amendment in the policy, especially during this global pandemic. She is extremely helpful in answering all the queries and one outstanding advantage about about Tynn. She is never pushy about selling her products. Most importantly, a good advisor is able to identify on which products fits for each individual. Good Job Tynn. Keep up great momentum
Chef at ALEXANDRA HEALTH PTE. LTD.
From our very first meeting, it was clear that Elden genuinely cares about his clients. He took the time to thoroughly understand my financial goals, personal circumstances, and risk tolerance before crafting a tailored strategy that well aligned with my needs. What truly sets him apart is the attention to detail and the ability to explain complex financial concepts in a way that is easy to understand, making me feel confident and informed about every decision.
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.
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
Teacher
Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.
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.
Met Li zhen for the first time today. Wasn't expecting the meeting to last more then half an hour but end up spending a couple of hours listening n learning a few things from her. What an impressive lady. I am so blown away by her knowledge n honesty. She took me thru the entire process of how I should manage my finance n my Will. I hv never met a person as intelligent as her. If u heard of man of all trade n master of non. U can be sure, I found her. She is a walking encyclopedia, Lizhen, you are absolutely amazing.. I wish u the best in you career, your company is very lucky to hv you on their team.
Andy sincerity and transparency moved me into buying and introducing my family to buy plans from him. He was very responsive and attentive towards our enquirers. He know which kind of plans is suitable for us, and guide us according to it and our budget. Thanks Andy for everything u have done for us! Cheers =)
HR exec
Yvette has been exceptionally responsive and proactive in addressing any issues or questions that arise. Her dedication to exceptional service and commitment to our organization’s success are evident in every interaction.
The positive impact of her work is reflected in our improved employee satisfaction and the increased effectiveness of our benefits program.
I would recommend Yvette to any organization seeking to enhance their employee benefits and ensure that she is providing the best possible solution to their employees.
Application Support Executive
My journey with William started with a simple question: how much should I spend on renovating my first home? He guided me with practical advice, grounding his suggestions on the realities of HDB costs while also taking into account my circumstances and long-term goals. That conversation opened my eyes to the bigger picture of financial planning and set the foundation for a more intentional approach to managing my finances.
Since then, William has helped me gain a deeper understanding of financial literacy and the importance of risk management, including getting the right basic coverage in place. He explains concepts in a way that is easy to grasp, and always ensures I understand why certain steps matter before recommending them.
What I value most is William’s patience, clarity, and genuine care—he doesn’t just provide solutions, he empowers me to make informed choices with confidence. With his background as a teacher and his commitment to constant upgrading, I trust that I am well supported not only for my current needs but also for my future goals.
I’m truly grateful for his guidance, and I would not hesitate to recommend William to anyone looking for a financial advisor who puts people first.
I have been with Derrick for almost 15 years now. From single till married with 3 boys! Now he managed my family insurance. Never failed us with his prompt reply and efficiency. Working with Derrick has been an absolute pleasure as he exceeded all our expectations and continuously went the extra mile to Ensure our satisfaction. He guide us thru and informed us in details on what to do next to make sure we are in the right track. We could not be pleased with the level of service, professionalism and quality we received from Derrick.
Secretary at Tolaram Pte Ltd
Ida Ahmad is not just a financial adviser; she’s a dear friend. She goes above and beyond, handling claims and renewals and exploring new opportunities. Her advice is personalized and easy to understand, reflecting our deep friendship. Ida’s professional expertise and personal touch make her an invaluable partner in my financial journey. I highly recommend her services.
Student
Vivian is a warm and friendly advisor who forms a rapport with her clients and make it a point to understand her clients' situation before finding the best options for them. She prioritizes her clients' needs and gives in-depth explanations for all options. Kudos for always going the extra mile!
Secretary
Cheryl is always available whenever I need to talk to her. She listens, ask open-ended questions and encourage discussion so that she can understand my needs /concerns better. She always provides objective and professional advises which is important and essential for any short or long term planning. This gives me a clearer picture on expected, realistic and gaps.
Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.
NUS Social Work Undergraduate at NUS
Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!
Admin Duty at Vincent Watch Pte Ltd
April has been a very responsive & efficient agent who cares about her clients & their well being. She choose the best policies based on her knowledge & experiences that is the reason I trust and choose her.
Air Warefare Officer at Republic of Singapore Air Force
Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.
His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.
Accounts Manager
Willynn helps to review my financial portfolio ensuring I am adequately covered in all areas. A financial advisor who is approachable, patient and most importantly, serving her clients with integrity. It is not easy to find someone you can trust and I am thankful that she is handling my portfolio. She deserves my highest recommendation.
Employer brand and talent marketing lead at Oracle
Apart from being quick to respond, on top of things and very patient and thorough, Josselyn is fantastic at what she does because she's driven by the key motivation of offering solutions based on maximum value they will offer to her clients in their times of need - as opposed to what she stands to gain from them. I also love it that she represents a wide range of companies as this enables her to recommend policies that best meet our needs.
Full Stack DevOps Engineer at ST Engineering
Jack stands out as a committed financial advisor who goes beyond the basics. He doesn't just check in annually but ensures consistent follow-ups to keep financial plans aligned with changing needs.
From drafting wills and trusts to tailored investment strategies, Jack provides holistic solutions. His "well-being before profits" mindset shines, as he prioritizes meeting his clients' needs before recommending any plans.
Engineer
Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!