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.

Ms Stephanie Chan

Time flies. It has been 5 years since she is my financial adviser. She is the best financial adviser I ever have. Majority of the adviser only wants business and no after sales service after all the promises even friends. She has the best interests for her client. You can always count on her for any financial advices/ products. She is knowledgeable of her products and able to deliver the service and expectations to her client. She did a great job in managing my investment portfolio. Over the years, we develop friendship and trust. I am very grateful to have her as my financial adviser.

Client of Grace Lee

Me Vigneshwaran Konda Ramadoss

Financial Advisor Mr. Hanwei has suggested the tailored term insurance plan and health insurance plan. He is very patience, can able to accomplish the task at all stage. Highly recommend.

Client of Law Hanwei

Mr Kim Yong

Business Analyst

Genuine, detail-oriented, and patience to explain policies details clearly. I like her way of keeping that connection with her clients, constantly checking-in how’s their well-being, and recommending policies that suits their needs. Not pushy at all and accommodating as well.

Client of Adeline Low

Mr Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

Ms Tan Siew Hoon (Yvonne)

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.

Client of Evon Chen

Ms Shima

Doctor

Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!

Client of Tan Jun Qi

Mr Keith Lai

Anny is exemplifies the qualities of kindness, attention to detail, and approachability that make her a true professional in her field. Anny is not only kind but genuinely cares about her clients. She goes above and beyond to ensure that my insurance needs are met and that I understand the policies I have in place. Her warm and friendly demeanor creates a comfortable atmosphere where I feel valued and supported. With her expertise and genuine care, I feel confident that I am in good hands and that my insurance needs are well taken care of.

Client of Anny Chong

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

Ms Kim

Nurse

Edward has been really attentive towards all my financial concerns and went an extra mile in order to come up with the best suitable individual plan.

Client of Edward Shee

Ms Tan Rong Hui Dora

Designer at Pearly Gates Designs

Our family has been blessed to be in Shawn's care since 2020. Shawn is a shining example of a lifelong financial advisor. We admire his down-to-earth qualities and naturally, he has become a family friend.

Well versed with various insurance, investments, etc, Shawn tailor-made holistic financial plans and proposals according to our needs and goals. Besides being meticulous and organized, he provides clarity by patiently breaking down and explaining complex financial information in a concise manner that is easy for us to understand.

Shawn is continuously growing his financial knowledge, insights and expertise. If there is something he is unsure of, he is honest about it and takes the effort to find out more.

His detailed evaluations and client-centric approach equipped us with a comprehensive overview of our financial health and direction, enabling us to feel safe and confident in our decision-making.

Shawn is helpful, thoughtful, trustworthy and humble. He is always receptive to our queries, even when it doesn't benefit him directly. He demonstrates his reliability, genuine care and support for our family in many ways which we appreciate.

Client of Shawn Koh

Ms Eunice Loh

Bank Manager

Elden is the most passionate and enthusiastic financial adviser I have ever met. He spends time explaining his selection of financial products in detail; he doesn't not hesitate to express his view on their future performance outlook and the confidence in achieving my desired target. In a short span of time, he assisted in transforming my dead pool of unit trust portfolio into a growing pool with positive results. I know I am in good hand; Elden is truly a professional and qualified financial adviser. I highly recommend Elden to be your trusted adviser too.

Client of Elden Wong

JW

Andy has great knowledge of his products. Always looking for promotions/better solutions for his clients. Especially love his efficency and responsiveness. Which is why i got my whole family to port their plans over to him. Always so easy to get in contact with him -be it just a question or a meet up! Highly recommend!

Client of Andy Seo

Mr Huang Zhiqiang

Machine programmer at Meisterform

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.

Client of Elden Wong

Mr Lee

Director

If you’re looking for an insurance agent who is professional, patient, and genuinely cares, Elden is the one. I would confidently recommend him to friends and family. He was patient and explained everything in simple terms. The process was smooth and stress-free. I’m grateful for his guidance and support. Very satisfied with his service.

Client of Elden Wong

Mr Kang Min Feng

Data Professional at Great Eastern Singapore

Even though Sean knows I am well versed with financial and insurance products, he still properly ensures I fully understand what i am buying into. He takes the time to curate products that suits my lifestyle, life stage and financial goals. I will highly recommend Sean to any individual looking for a competent FA who tailors products to your needs and also follows up consistently on your financial milestones. Look no further.

Client of Sean Neo

Ms Anna Chua

Purchaser

I have known Marvin for many years, and over time I have developed strong trust in him to manage my financial portfolio across areas such as retirement planning, investments, medical protection, and savings.

His extensive experience in the financial industry enables clients like me to make informed and wise decisions. He provides valuable insights on long-term commitments, helping us understand not only what we aim to achieve, but also how we are protected along the way. This is especially important as financial planning is a long-term journey where time and goal achievement are critical.

Marvin has a wonderful ability to simplify complex options, guide us patiently when we feel overwhelmed, and help us stay focused on what truly matters. His guidance has given me great confidence and peace of mind in my financial decisions.

I truly hope more people will have the opportunity to connect with Marvin if they are looking for honest, clear, and sincere financial advice. He is someone you can genuinely trust, and I hope my sharing will be helpful to everyone who reads this testimonial.

Client of Marvin Lai

Mr Yeo Zheng Lin

Engineer

Andy is hard-working, and he put his client's needs before him. He will go all out to help his client, and to give the best for his client.

Client of Andy Seo

Mr Kt

Product Manager

Aaron is a very professional and patient financial advisor . He will try to understand my needs and financial situation and propose the plan that fit my financial goals.

Client of Aaron Chua

Mr Lim

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.

Client of Rave Peh

Mr Alex

Manager

I got to know Weiqi through telemarketing. I informed him to wait one year before contacting me, and he respected that timeframe. After a year, he followed up and took time to review my portfolio, provided valuable financial advice. Since then, I have been consistently purchasing from him over the years. Whenever I need financial advice, he is always the first and last person I reach out to. I highly recommend his services!