Working together to achieve financial freedom

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

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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.

Winnie Lim

Edward has been very helpful and efficient. I can always trust him with my policies as he will manage them well. Great job Edward and thanks a lot for your help so far!

Client of Edward Shee

Ms Amelie Tan

Tynn has been a wonderful agent throughout the years! She's very professional and a pleasure to talk to, and is always prompt with her advice and product recommendations. Additionally, Tynn also provides comprehensive information every step of the way to make sure that I make informed decisions about my policies. I'd strongly recommend her to anyone who needs insurance advice in Singapore!

Client of Tynn Lim

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Mr Andi Pammusurang

Banker

Alfred patiently gave good and clear explanations on the product.

Client of Alfred Seng

Ms Sk

Customer Service Executive

Carol is patient, knowledgeable and informative, whenever I have any questions or concerns over my insurance needs, she will always be there to resolve it. She is motivated in serving and providing her best to her all clients. Thank you for making my financial planning a stress free one!

Client of Maeva Huang

Jadason Wang

Talent Acquisition Executive at Beyondsoft

My trust in Danny was built way before I approached him for matters pertaining to finances. He is a great friend and mentor who genuinely cares for people and does his best to support others, which is why I believed he would give his whole heart in helping me with my personal finances. I witnessed his professionalism and expertise as he went to great lengths to find out what my needs were and would make sure that they were met. I felt well taken care of and secure when he made sure that every area of my life was covered financially. Danny is a Financial Adviser who really loves people and I am eternally grateful for him!

Client of Danny Lee

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

Mr Andy Tan

Manager

Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills and helped review and optimise our insurance portfolio. It also helps that he has a very calming voice :-). We are very happy with his service!

Client of Derrick Chee

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

Mr Huang zhiqiang

Machine programer at Meisterform

Great experience with elden,explains policies very clearly and easy to understand. Also does a detailed insurance analysis with me . Highly recommended advisor with exceptional customer service and dedication to his role.

Client of Elden Wong

Ms Rosalind

Frontdesk officer at Bernhard Sculte Shipmanagement

Securing new hospitalisation insurance at 71 years old can be an incredibly daunting and stressful process, but Daren Low made it completely seamless. While many might hesitate to assist someone of my age, he never once hesitated. He took my application with absolute dedication, guided me patiently through every step, and successfully submitted everything to the Income Insurance underwriting. Knowing he is following up on the approval gives me immense peace of mind. I am so grateful for his respect, empathy, and professionalism, and I highly recommend him to anyone looking for a truly trustworthy advider.

Client of Daren Low

Mr Malcolm Rozario

Human Resources Talent Specialist at BRS Singapore

Testimonial for Elden Wong, Associate Director & Investment/Retirement Adviser at Synergy

I have had the distinct pleasure of working with Elden Wong for my retirement savings plan, and I cannot speak highly enough of his expertise and dedication. From our very first meeting, it was evident that Elden possesses an exceptional command of the financial markets, which has truly benefited my retirement planning and my wife Leong Ching See's CPF funds.

Elden takes the time to understand not just the financial landscape, but also my personal aspirations and risk tolerance. His personalized approach resulted in a retirement strategy that aligns perfectly with our long-term goals. While we are invested in long-term plans, Elden ensures that we are consistently updated on our portfolio and market developments. His proactive communication and attentiveness have been outstanding.

What truly sets Elden apart is his ability to simplify complex financial concepts, allowing us to make informed decisions without panic during volatile market conditions. Instead of rushing to sell during downturns, he has guided us to stay the course with our investments, which has yielded remarkable results.

Elden’s professionalism, integrity, and genuine care for his clients are qualities that I deeply appreciate. He has not only helped us effectively manage our investments but has also instilled confidence in our financial future. I wholeheartedly recommend Elden to anyone looking for a knowledgeable, trustworthy, and client-focused financial adviser.

Thank you, Elden, for your exceptional service and unwavering support in our financial journey!

Client of Elden Wong

Mr Jason Khoo

Terminal Operator at Shell Eastern Petroleum

It’s clear that Edward worked very hard to find the best value and suitability for my insurance needs, even in spite of the fact I had some unusual circumstances. He was extremely patient and informative. He also completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been. Thank you!

Client of Edward Shee

Miss S

I have an excellent experience working with Elden, especially during my recent claim and hospitalization. As this was my first time going through the claims process, he guided me from the very start and patiently answered all my questions, ensuring I understood each step clearly. He took the initiative to follow up closely with the insurance company and helped expedite the claim, which greatly eased the stress. His experience and deep understanding of the insurance process were very reassuring.

Beyond claims support, he consistently keeps us well informed about market conditions and any relevant updates, which shows his commitment to long-term client care rather than just transactions. He is always easy to contact and responds promptly, making communication effortless and reliable. His professionalism, reliability, and genuine dedication give me great confidence and peace of mind, and I would highly recommend Elden to anyone looking for a knowledgeable and dependable insurance agent.

Client of Elden Wong

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Kevin Tan

Director at FEELMEDIA

#honesty #integrity #intelligence #effective

Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!

Client of Danny Lee

Angel Gamboa

Implementation Director at a fintech company

Working with Nova has been an excellent experience. She is incredibly proactive in keeping me updated on how my portfolio is performing and regularly shares my earnings with clear and timely explanations. What I appreciate most is how closely she monitors market movements and carefully reviews economic trends to make well-informed decisions that help maximize my returns.

Beyond her expertise, Nova is always approachable, patient, and willing to take the time to answer my questions. She makes every discussion easy to understand and provides thoughtful guidance whenever I need advice. Her professionalism, dedication, and genuine care give me great confidence that my investments are in good hands. I highly recommend Nova to anyone looking for a knowledgeable, trustworthy, and caring financial adviser.

Client of Nova Lontok

Mr Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.

Client of Elden Wong

Mr Ryan Chew

Air Defence Officer at Republic of Singapore Air Force

Jack exemplifies what it means to be a true investment specialist, consistently keeping me informed about my portfolio and demonstrating remarkable foresight in fund switching to enhance returns. His depth of knowledge, integrity, and tailored advice ensure I always feel prioritized.

Beyond his expertise, Jack’s unwavering support, even during challenges like claims, makes him an exceptional and trusted advisor.

Client of Jack Chan

Ms Vivienne Lim

Marketing Director at ERA Singapore

Elden Wong has deep understanding of the products, combined with his personalized approach, ensures that I receive the best coverage options tailored to my specific needs. Elden takes the time to explain complex policies in a clear and concise manner, making the decision-making process seamless. I highly recommend his services to anyone looking for reliable and comprehensive insurance solutions.