Working together to achieve financial freedom

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

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.

Mdm Jian Rui

Supply Chain Manager

Hans is patient, honest, and truly care about his clients’ best interests. He helped me understand my options clearly and made the entire process stress-free. I’m grateful for his support and would gladly recommend him to family and friends.

Client of Hans Chen

Pang Cheah Sing Pang

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

Client of Elden Wong

Ms Chloe Tan Wing Xian

Accountant at Robert Half International

Thank you for his your patient assistance during the state of confusion. JJ is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and he explains everything in very details. I would recommend JJ to any of my friends.

Client of Chan Jun Jie

Ms Mei Ping

Senior Treasury Analyst

Hi Darius! Thank you for helping me with my financial planning! Darius is someone who is very knowledgeable & professional in his field of work. I like that he is very detailed in explaining the policies and will recommend the one that suits you best. He is also very prompt and responsive to replying all your queries. Really thankful for him for being so reliable and readily available. Thank you Darius! :D

Client of Darius Tan

Ms Ginny Ito

Marketing Manager at Design Collection

Grateful for Carol. She is caring and always ready to answer any questions. When I needed help she's there trying her best to help with what I needed. She is well informed and unbiased and will go the extra mile to ensure that I understand my coverage be it if the insurance is from her.

Client of Maeva Huang

Mr Lim Yong Siang

Data Analyst at STANDARD CHARTERED

I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.

Client of Shawn Koh

Mr Lau Wei Lun

Engineer

Thanks Angeline for providing clear and concise advise and recommendations on protection plans for my family. A trustworthy financial advisor that we can rely on.

Client of Angeline Ng

C P Wong

Elden exposed me to another view of Financial Planning. I appreciate him sharing insights of the market in general, and also strategies for specific sectors and counters. I've gained much from his teachings.

Client of Elden Wong

MR DENNIS

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.

Client of Ewald Teo

Mr Andrew Lim

I have engaged Marvin for years with my financial planning and he will patiently work out my financial status and advise for the policies/investments which work best for me. He is easy-going and will always follow up with me if the products he suggested work for me, if it doesnt, he does not push for it and will either look for alternative or check back with me another time. Great to have him!

Client of Marvin Lai

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.

Client of Elden Wong

Ms Yoriko Wong

I can't thank Elden enough for his exceptional guidance in replanning my finances during this pivotal stage of my life. As I approached middle age, I felt overwhelmed and uncertain about my financial future. Elden took the time to understand my goals and provided clear insights into how I could make the most of my available funds. His deep knowledge of financial markets, combined with tailored strategies, has given me newfound clarity and confidence in my financial decisions. I truly appreciate his consistent follow-up, even during the months when I was busy and didn’t reply. His positive attitude and unwavering support have made all the difference. I highly recommend Elden to anyone looking to take control of their finances

Client of Elden Wong

Ms Jay Cel Galura

Construction Manager at Sato Kogyo (S) Pte. Ltd.

He is great in terms of communicating with me. He explained clearly & easily to understand. He looks after the well being of the cloent and not just for his own sake. I felt that he is trustworthy on our first conversation and confident enough in terms of his job. Looking forward to have a great connection with him. And hopefully my investment will be taken care. Thanks

Client of Law Hanwei

Ming Loh

Upholding high integrity and transparency, Suet has been a great FA that I go to. Being very detail-oriented and practises active listening, she offers the best advice, and customises the complex financial products to suit my family needs. I never have to buy all the extra coverage. Her genuine care and commitment are invaluable and she is not just a financial advisor but has become a trusted family friend, reviewing my policies to meet the different stages of life. Thank you, Suet.

Client of Yeo Suet Yeong

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Kuah Rui Han

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Client of Jennifer Tey

Ms Janice

Associate Director, Sponsorship at Marina Bay Sands Pte Ltd

Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!

Client of Danny Lee

Ms Ling Chee

Freelance Tutor

What sets Pei Chi apart is her remarkable responsiveness and willingness to go above and beyond whenever assistance is needed. No matter the time or circumstances, Pei Chi has always been just a phone call or email away, ready to address any of my concerns or questions promptly and professionally. Her attention to details and ability to explain options in a clear and concise manner have made navigating insurance decisions stress-free and straightforward. I highly recommend Pei Chi to anyone seeking a knowledgeable and dedicated financial advisor who truly places her clients first. Thank you, Pei Chi, for two decades of exceptional services rendered.

Client of Soon Pei Chi

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 Sufian Yap

Project Manager at Freelance

Hund came to me in a time where i was left in the dark by a few agents, he came and assessed the current policies i currently held in my portfolio. His advice was very up to date and easy to understand. I am a diabetic and didnt have alot of policies available to me but Hund always kept his ear to the ground with regards to new policies that diabetic people are entitled to. He never hards sells policies to me which is what i like. I am a practical person and his advice is super practical to the current protection needs i currently have. Hund is also easy to talk to and deal with. His is always ready to help and offer great advice even with plans from rivals "agencies" I am really happy to have him as my FA! Take my word for it. YOU NEED SOMEONE LIKE HUND IN YOUR LIFE!