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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.
Music teacher
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.
Elden has consistently demonstrated an exceptional ability to navigate the ever-changing Financial Landscape. He has not only helped me grow my wealth but also provided peace of mind knowing that my financial future/portfolio is in capable hands.
If you are looking for a financial adviser who combines deep financial knowledge with a personal touch, I highly recommend Elden.
Heartfelt Thanks Elden and Continue the great performance!
Garrick is committed and provide good advice whenever you require it. Recommended!
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.
Administrator at Hellermann Tyton Pte Ltd
Dear Darius,
First of all, I would like to thank you for assisting and planning on what is best for our newborn which save us a lot of time researching across different platforms. In addition, you've done a great job on the explanation and recommendations on our financial planning for me and my husband which gives us a better understanding of what is needed in priority at our current stage. We appreciate your effort and would look forward to meeting you soon for our upcoming financial planning. Great to know you by your name for the past few years from QY and I finally get to know you in person now! I would definitely recommend you to my friends and family who require financial advice. Once again thank you, my new friend! 😊
Senior Associate Engineer at ST Electronics
Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her.
Project Specialist at Vortex Corporate Management Pte Ltd
I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.
Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.
What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.
I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.
Best regards, Benson Lee
Hr Generalist at Performance Labs Pte Ltd
I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!
Rui Han was my mentor during my time at Synergy. He was patient and meticulous when mentoring me and ensured that I clearly understood everything before moving to the next topic. Despite being new to this industry, I was able to learn very quickly with the help from RuiHan and I am certain he will be an asset to any organisation in the future.
Software Engineer
I met Elden coincidentally just after the game Elden Ring came out. Since then he has become a valued part of my financial planning and retirement forecasting. Working with Elden has been an incredibly positive experience. His patience and dedication stand out in every interaction. He takes the time to explain everything clearly and thoroughly, ensuring I always feel informed and confident about my financial decisions. I truly appreciate his professionalism, integrity, and the genuine care he brings to his work. I would highly recommend him to anyone seeking thoughtful, knowledgeable financial advice.
Therapy Assistant at Adventist Nursing & Rehabilitation Centre
I am very pleased to have Yvette as my Service Advisor. When I first met Yvette, she patiently explained to me on coverage for Activities Of Daily Living and she also ensures I am sufficiently covered for my insurance coverage.
Preschool Teacher
Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!
Olivia goes above and beyond for her clients, regardless of whether it’s a small or big policy. I purchased a policy for my pet and she was very patient in explaining the policy to me, and helped me understand which plan is most suitable for my pet. She was even willing to share pet caring tips with me as I’m a first time pet owner. I am grateful to have met an advisor like Olivia. Thank you!
Cyber Security Engineer at ST Engineering
Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help.
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.
Cyber Security at NETP
Working with Chalysta has been an exceptional experience! Her personality is a delightful blend of cheerfulness and humor, yet she maintains a strong commitment to portfolio stability. I was thoroughly impressed with the quality and speed of her service; she always responded promptly and effectively.
What stood out the most during our interactions was her dedication to sharing success stories of how she has helped other clients preserve their wealth. This gave me great confidence in her expertise and approach.
I highly recommend Chalysta's services to anyone with a conservative investment profile. Her focus on stability over high-risk, high-reward strategies makes her an ideal advisor for those looking to safeguard their financial future.
Retiree
Aaron Chua has been my Financial Investment Advisor for the past year, since August 2023 and he has been instrumental in helping me make a thorough assessment of my financial portfolio, identifying areas where my money could work harder for me to reap and enjoy a sound retirement financial planning, introducing new investment ideas, market trends and insights with new opportunities to grow my investment portfolio recently, through reviewing my Financial Cashflow pre-restructuring and post-restructuring to meet and match my personal financial goals; not just for emergency funding but to assist in long-term financial freedom knowing I will be confident that I am financial secured in my golden years.
I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me with periodic reviews, providing strategical advice on current and new financial market trends.
I would strongly recommend Aaron to anyone who is keen to find out how he may assist to develop a healthy personal Financial portfolio to ensure continued growth in wealth and prudent life-time investment planning.
Civil Servant
I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.
Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.
Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.
Ben is exceptionally good, efficient and professional. Works 24/7 and is very courteous and helpful. Not many of such qualities these days. And very responsible which is of utmost importance!
Grassroots Leader at People’s Association Youth Movement
Jack is not your typical financial consultant. He uses a data-driven approach to insurance, providing clear comparisons to help make informed decisions. His extensive knowledge of investments, paired with monthly updates, ensures I stay ahead of market trends.
Beyond his expertise, Jack’s ability to empathize and adapt to my evolving needs makes him a trusted partner in navigating life’s financial challenges.
Physics Associate
Very clear and easy to understand while not losing the information and insight into how I should approach finding the right insurance for myself. Not many financial advisers would go through the rationale with the clients at least from my own experience.