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.

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

Mdm Sandy Chong

Retiree

Pei Chi is very knowledgeable and professional in looking into suitable plans for me, presenting the different financial & retirement plans available which are suitable for my consideration taking into consideration what plans I already have in place. She sells plans to me with heart and passion taking into account my condition and situation. Never once that she does hard-selling.

I would highly recommend Pei Chi to any potential individual who are looking into financial and retirement planning as well as in looking into investment plans for earning other source of potential income.

Client of Soon Pei Chi

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 Angelina Soh

Admin Executive at Temasek Polytechnic

Pei Chi is resourceful and can provide timely advice to my financial planning needs. She will also recommend plans/products which suit my lifestyle and is always very prompt in her replies. 2 thumbs up :)

Client of Soon Pei Chi

Mr Guo Dianyan

Research Officer at Singapore General Hospital

A helpful financial adviser, alway put the client first.

Client of Ng Tiac Pin

Mr Anli

Manager at Infinite Cables Company

Where should I get started, how about if you're looking for someone reliable to handle your entire family's financial portfolio and equipped with all the knowledge on the wide range of policies out there, do call Darius!

This guy is investment savvy too, free consultation people. Anything that I need to find out I just text 1800-call-Darius and trust me, his response is fast. Be it your parents' MediShield policies, your own policies all over the place with different insurers, often forgotten last min travel insurance, etc he will get it done for you. No hassle. Sometimes I feel bad for asking him too much but HEY! he's able to answer and provide the necessary advice.

Bottom line, he's reliable and knowledgeable and I personally think, that's the most vital point of being a good financial advisor.

Client of Darius Tan

Mr Jayden

Supervisor

From the very beginning, Yvette took the time to thoroughly explain every step of the process, ensuring I understood everything.

Whenever I had questions or concerns, she was always patient and willing to walk me through the details without making me feel rushed. Her dedication to clear communication made all the difference, and I felt truly valued as a client.

I highly recommend Yvette to anyone looking for a financial planner who genuinely cares and takes the time to understand my needs.

Client of Yvette Yap

Mr Joel Ong

Senior Director at Glodon International Pte Ltd

April is knowledgeable, articulate, and a pleasure to work with. She constantly exudes warmness, honesty, integrity and intelligence to her policy advises - that brings a positive impact to my individual experience during our engagements. April combines her incredible talent for positioning issues and communications skills with an extraordinary sense of strategy and timing. I am deeply impressed by April’s ability to deal with even the toughest clients and situations – effortlessly. This skill often takes years to develop, but it seemed to come perfectly naturally to her. She is someone I trust and look forward for guidance and advice when it comes to my policies.

Client of April Lim

Mr Shaun

Realtor

I have known Wilson since Secondary school, always see him as a responsible and dedicated man. In terms of financial planning, he is the first person who comes to mind, i know i can entrust him with my money. He took the time to understand my needs and concern, provided valuable insights that i never knew about.

Definitely recommending without a doubt!

Client of Wilson Ang

Mr Xiang Ming

Project Manager

Short and sweet, she always helpful and always available when you have problems. Eva Tan you did a great job

Client of Eva Tan

Ms Chloe

Senior Marketing Manager at ERA

From the beginning, Elden demonstrated patience and approachability, offering professional recommendations tailored to my young adult portfolio. His expertise in wealth-building and long-term portfolio growth was invaluable.

Elden's ability to effortlessly explain various solutions and promptly address all my inquiries showcased his proficiency and deep industry knowledge. He consistently clarified any concerns I had, putting my mind at ease.

Working with Elden was a pleasant experience as he not only understood my requirements but also devised a customised plan to meet them effectively.

Client of Elden Wong

Mr Leonard Siew

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!

Client of Andrew Lee

Mr Kiron Chahel

Account Director at CBRE

Great service, good products and excellent product knowledge. Everything you need from a financial Advisor. But Pauline and Synergy go that much further and use their common sense and relationship skills to provide a level of comfort that is yet to be rivaled. Many Thanks, Kiron

Client of Pauline Lau

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 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

Mr Tan Kian Yong

Lawyer

Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length.

Client of Jason Choo

Mr Ruzaini Lee

IT Team Lead at RED Technologies

I have known Garrick since our army days, and one thing that is true, he has a heart of gold. Always willing to do extra for others. I always turn to him to seek advise on matters related to his field, and he will not hesitate to assist. Overall, our journey with him has been avery pleasant one. My family is very thankful with you Garrick!

Client of Garrick Lin

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

Ms Selina Thean

Accountant at Integr8 Fuels Pte Ltd

Carol has been my financial planner since my teenage days and she is still managing my portfolio till today. She will approach me to review the portfolio and provide sound advice wherever necessary.

Client of Maeva Huang

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.