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 Lim Ser Kia

Childcare teacher assistant at Methodist preschool

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Client of Amber Chan

Mr. Corin Seah

Business Development

I have gotten most of my insurance policy from Derrick and he is a very patient person who will make sure I understand what my policy covers and if I am adequately cover.

Client of Derrick Chee

Mr Chow Wei Jian

Operation Manager

Magdeline is the kind of agent that will never hard sell like other agent that I know of. She genuinely introduced me products that are really suitable for me. Would recommend her to anyone in search of expert financial counsel and assistance.

Client of Magdeline Son

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Mr Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Mr Edmond

Consultant

A good financial advisor can add tons of value to your financial well-being and can enhance your quality of life. Rui Han simply denotes someone who is qualified to help you, and whose personality gives you the confidence to follow his advice. It is definitely worth having a conversation with him, for he has my best interest in mind beyond his, exude genuine concerns and trust to go a long way. The bottom-line, as an important aspect of a healthy client-advisor relationship, Rui Han is honest and naturally has open communication with me, that goes mutually at the end of the day ! Thanks again Rui Han, u rock !

Client of Kuah Rui Han

Mr Tee Raymond

M&E Executive at Colliers International (Singapore) Pte Ltd

Linda has been a understanding, responsible and knowledgeable adviser. She is always willing to go to the extra mile to provide me with professional advice when I need some. She will understand my requirements and needs and cater for them. To me, Linda has done more than just an ordinary adviser. Keep up the good work, Linda!

Client of Linda Quah

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

Mr Lim Shen Leng

Restauranteur at Meta

Great agent in all aspects of his trade and always goes the extra mile to cater any inquiries.

Client of Derrick Chee

Mr Elvis Tan

Rcac Asst Engineer at Daikin Airconditioning (Singapore) Pte Ltd

Garrick has been my sole advisor for the past 6 to 7 years. Whenever i have questions about insurance, the 1st person that comes to my mind is him. Whenever someone in needs of insurance advices, i will always refer to Garrick. He is very informative about what is needed for our needs. Keep up the great work.

Client of Garrick Lin

Ms C

Sales And Marketing Executive

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.

Client of Grace Wong

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

Mr Z

Engineer

Aaron is clear and concise in his explanation. He also elaborates and answers the relevant questions to the point. Overall he is a straightforward person who can be trusted for advice.

Client of Aaron Chua

Ms Chai Peng

Financial Controller

I’ve been with Elden for over a year now, and the experiences have been exceptional. Not only has my portfolio seen fantastic growth of double digits returns, in addition, Elden took the time to truly understand my needs holistically. I am now adequately covered through tailored insurance solutions, giving me immense comfort knowing me and my loved ones are well protected. It is rare to find an advisor who balances high-level investment performance with such genuine care for a client’s holistic well-being. Highly recommended!

Client of Elden Wong

Ms Jo Tan

Director at Huttons Asia Pte Ltd

Partnering with Elden has been an exceptional experience, and I am extremely satisfied with the results. He possess a deep understanding of wealth management and financial planning. He is incredibly knowledgeable, always staying ahead of market trends and economic shifts, and his advice has been both insightful and practical.

This proactive approach to managing my portfolio has not only protected my assets but also facilitated consistent growth, even during uncertain times. Elden’s personalized approach has resulted in a tailored strategy that also perfectly complements my protection and retirement needs.

Overall, I am most pleased with the service I’ve received from Elden and he has been instrumental in helping me achieve my financial goals, and I look forward to continuing our partnership for many years to come. I wholeheartedly recommend Elden to anyone seeking a Proficient, Competent and Responsive Holistic Financial Adviser!

Client of Elden Wong

Mr Shi Xiulin

Software Engineer

Jason is very friendly and knowledgeable. He is able to explain the plans in an easy to understand manner, and really help me consider every aspect of the plan according to my needs. Really thankful for his time and dedication.

Client of Jason Choo

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 Benson Lee

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

Client of Eva Tan

Ms Julie Foo Lee Kin

Homemaker

Derrick has been my Financial Advisor for the past thirteen years. I have found him to be an honest, thorough and thoughtful person who has always had my best interests at heart and would only recommend policies that best meet my needs. He will patiently explain the finer aspects of the policies before I sign up for them. Another winning point about Derrick is that he is not a pushy person who is only concerned about closing a deal regardless of whether it benefits the client. I have every confidence that he will continue to offer his excellent and helpful service to others. Keep up the good work, Derrick!

Client of Derrick Chee

Mr Simon Eey

Director at Eey-Xpress

Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand.

I would highly recommend him to anyone looking for an adviser!