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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.
Asst. Mgr. at Mandai Wildlife Reserves
Marvin is very patient to explain till you understand any complicated technical jargon. He povides honest and objective advises based on client's finanicla status and will not hardsell products for self-interest purpose. Glad to know and have him guiding along this financial planning journey.
Student at NIE
It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!
Business Owner
I very much appreciate the comprehensive service from Boney especially for helping me review my existing portfolio to discover any areas that I needed to optimise. Boney listened carefully to my goals and helped me navigate a range of investment options to select the best solutions that fit my profile. He didn't just pick funds. He built a holistic financial plan around my life, balancing capital growth, risk management, and long-term security. Boney helped to explain complex market strategies in simple terms which make me feel fully in control of my wealth journey. Thanks to his proactive guidance, my portfolio is well-structured, resilient, and performing with purpose. I trust Boney completely and recommend him to anyone looking for expert investment management and genuine financial direction.
Thanks for being sharp, informative and patient with me and my husband cases. Appreciate your impressive profile. All the best.
Self employed
I like the clear explanations, patience, and genuine care shown throughout the consultation process. Thank you for making financial planning easy to understand and for taking the time to address my concerns without any pressure.
I also appreciate the thoughtful advice provided to my nephew. The guidance given was practical, easy to understand, and helpful in building a strong financial foundation at a young age. It is reassuring to work with someone who is sincere, attentive, and committed to helping clients make informed financial decisions. I look forward to a long-term partnership.
Senior Manager at NCS
Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)
After experiencing significant losses in my investment portfolio, Elden stepped in and quickly made a meaningful difference. Within just a year, thanks to his thoughtful restructuring and proactive approach, I began seeing substantial gains—helping to reduce the previous paper losses. Elden takes the time to understand my expectations and consistently explains the reasoning behind his recommendations, giving me confidence and clarity. I truly appreciate his dedication, transparency, and professionalism.
Regional Credit Manager for Asia Pacific at Bolloré Logistics Asia-Pacific Corporate Pte Ltd
I am incredibly grateful to have known Evon more than 24 years, both as a dear friend and a professional financial consultant. Throughout our friendship, she has consistently demonstrated her unwavering support and expertise, particularly when it comes to planning my insurance policies.
In early January 2024, I faced the daunting news of a critical illness diagnosis. During this challenging time, Evon stepped in to assist me with compassion and professionalism. She meticulously reviewed all of my insurance policies to ensure I understood the critical illness coverage available to me. Her thorough knowledge helped me identify key benefits, including the lump sum payments and payer benefits that would allow me to focus on my recovery without the added stress of monthly premiums.
Evon's support didn’t stop there; she walked me through the entire claims process, making it as seamless as possible. Her thoughtful approach and attention to detail were truly comforting during such a difficult period.
I cannot thank Evon Chen enough for her kindness and dedication. Her commitment to her clients goes beyond financial advice; she genuinely cares about their well-being. I highly recommend her services to anyone seeking a knowledgeable and compassionate financial consultant. Thank you, Evon, for being both a trusted adviser and a wonderful friend during one of the most challenging times of my life.
F&b manager at Royal spicy dosa
He is empower knowledge of client handling. Such a great humunity person. Once again thank you sir&ur team
PR Manager at Banking & Finance Sector
I appreciate Roger’s sincerity and professionalism in advising me on my portfolio and often keeps in touch with me on new products and market updates. Thank you for your counsel and advice!
Best advisor I’ve ever come across in the insurance industry! Reliable, trustworthy and most efficient. He will always be just one call away. He never says NO or I’m Busy now.
Management Executive at ST Engineering Electronics
Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest.
Head Of Finance
Derrick has been managing our insurances for more than 10 years. He’s helpful, knowledgeable and easily contactable which is very important to us when it comes to someone who’s managing our portfolio. Whenever there’s a meet-up, he’s always well prepared. Highly recommended financial advisor.
Smit Lamnalco
We had a great experience working with Keng Hoong for our WICA insurance, business public liability, and group personal accident coverage. He was highly knowledgeable and ensured all our policies were compliant and well-suited to our business needs. Keng Hoong followed up diligently and proactively on employees’ queries, providing clear and timely explanations whenever needed. When there was a claim, he handled it efficiently and professionally, ensuring a smooth and timely resolution. The entire process was well managed, and his responsiveness and attention to detail gave us confidence that our employees and business are well protected and taken care of. We highly recommend Keng Hoong to any company looking for reliable insurance solutions.
Accountant
Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority!
I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM
Service Engineer
I was looking for medical insurance and Grace was recommended by my sister-in-law. Grace is a flash! The entire process was very smooth as she is fun, very helpful and is gives prompt replies. Not even once I'm worried about all this. Highly recommended! Thanks Grace!
Engineer at ADI
Pauline has helped me in holistic financial planning for the last ten years. She has provided advice for medical protection, education planning, inventment for better retirement lifestyle. With her taking care of my financial goals, I have a piece of mind to focus on my career and taking care of my family. Thanks,
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.
DIS Military Officer at Singapore Armed Forces
Jack stands out as a financial advisor who truly listens and understands my goals. Unlike others, he wasn’t pushy and continued adding value even when I was hesitant. Over time, his growing expertise and tailored advice impressed me.
Jack's ability to align strategies with my ideas, adapt to market changes, and provide clear insights has built my trust and confidence in him as a genuine wealth advisor.
Food technologist at Inspire healthcare
Jennifer has been a reliable advisor. Her vast experience in the industry allows her to provide insightful advice tailored to my needs and goals. She is farsighted and thorough in guiding me on how to manage my finances, especially for big-ticket items. The policies she recommends are carefully considered and explained in detail to me. Most importantly, as a young working adult, I feel safe and confident investing and entrusting my finances with her. Thank you for your service.









