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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.
Tehnical Specialist at Austco
Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.
Working with Mr. Elden is a pleasure, as he is both approachable and understanding. I highly recommend him to anyone seeking a knowledgeable and dependable financial advisor.
Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!
Over the years, Elden has consistently demonstrated exceptional professionalism, profound knowledge, and sound judgment in financial advisory.
His insightful guidance and unwavering commitment have significantly contributed to my financial growth and confidence.
I am deeply appreciative of his dedication, integrity and expertise.
Nurse
Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!
Technician at MICRON SEMICONDUCTOR ASIA PTE LTD
Rave is knowledgeable and patient in explaining different insurance options. he helped us choose a plan that fit our needs and budget perfectly. Highly recommended for anyone looking for clear, trustworthy guidance.
I am incredibly grateful for the guidance and expertise my financial advisor, Tynn, has provided. Her knowledge, attention to detail, and commitment to my wife's and my financial goals have helped us address certain gaps in our family planning. She takes the time to listen, explain complex concepts in simple terms, and always offer thoughtful, personalized advice. I wholeheartedly recommend her services to anyone seeking a trusted advisor who genuinely cares about her clients' success.
Manufacturing Engineer at Micron Singapore
Jack’s platform as an independent consultant provides a wide range of financial products, ensuring decisions are tailored to my needs. His performance-oriented approach optimized my policies, alleviating cashflow strain and enabling me to invest in my future.
Jack’s genuine care, attention to detail, and dedication have earned my trust, and I’ve confidently referred my family and colleagues to him.
Brandon is trustworthy and responsive and someone with humility. He is passionate in his work where as he is easily approachable to talk and ask him questions to clarify any doubts and ultimately there is no pressure to purchase the products from him. I appreciate his help so far for helping to manage my policies. Thanks Brandon
Reward Analyst at Schneider Electric Asia
Ruihan is very proficient at his work and is always willing to go the extra mile to understand my needs as a client, and to make sure I understood clearly the products that he was recommending to me. He is also very friendly and approachable, and is genuine in helping his clients
Retired
Pauline whom I have known for a long time has always been reliable. She has been our family financial adviser and planner for years. I have 100% trust in her work. She has a good character and personality too.
Rave was pleasant, efficient and a very friendly advisor. I feel he responded to all of my concerns and I am pleased with my new insurance packages.
William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.
He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.
In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.
Thank you Danny for taking great care of my insurance, providing excellent service and follow-ups. Appreciate your advice and time spent to ensure that I have the best plans for my needs. Would highly recommend you to my friends and family. Thanks again!
Manager
Ewald is a professional and ethical finance planner. He definitely will look into your budget and ensure necessary and minimal coverage for your health insurance coverage. As for fund investment, he is actively looking at markets and have a good extend of knowledge.
Marketing Director
It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!
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.
Manager at PYTHA ASIA PTE LTD
I cannot recommend rave highly enough! His dedication and commitment to his work are truly unmatched. He takes the time to thoroughly understand my needs and always goes the extra mile to ensure I have the best coverage possible. His deep knowledge of insurance policies and ability to explain them in simple terms have given me complete confidence in my decisions. It’s rare to find someone so professional, reliable, and genuinely caring. If you’re looking for an insurance agent you can trust Rave.
Manager at MOHH
I’ve had the pleasure of working with Rave for over 8 years, and I cannot recommend their services highly enough. From our very first meeting, Rave demonstrated a rare blend of professionalism, expertise, and genuine care that put me at ease.
As someone navigating Singapore’s complex insurance landscape, I appreciated how Rave took the time to thoroughly explain my options. Whether it is for health or life coverage in clear, jargon-free terms. He patiently addressed all my queries, scheduled follow-ups to ensure I felt confident in every decision making.
What truly sets him apart is his ability to tailor solutions to my unique needs and budget while prioritizing my family’s long-term security. In a field where trust is paramount, Rave stands out as a beacon of integrity and reliability.
If you’re seeking an experienced agent with a client-first approach, look no further. I’m grateful to have found such a dedicated partner in safeguarding my future.
Teacher
I would like to express my sincere appreciation for Yvette’s exceptional guidance. She took the time to patiently walk me through how to start investing and customised my entire portfolio, ensuring I understood every detail and felt confident in the decisions we made together.
She also made extra effort to make me feel assured. Her professionalism, clarity, and genuine care have made a significant difference in my financial journey.
Thanks to her thoughtful advice and consistent support, I have seen meaningful growth in my investments. I am truly grateful for her dedication and for always putting my best interests first.👍
Finance Manager
Joanna is a detailed person. She reviewed my existing insurance policies thoroughly and shared with me the gap. She recommended financial products to me without pushing to close the deal. She is a great estate planner and I had a pleasant experience dealing with her.