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.

Ms Valerie Ng

Interior Designer

Magdeline's expertise, professionalism, and dedication have truly made a positive impact on my financial well-being. Her ability to listen attentively and understand my specific needs immediately put me at ease.

Currently she is handling my family members's portfolio, would definitely recommend her to anyone seeking expert financial guidance and support.

Client of Magdeline Son

Mrs. Vijaya Durga

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.

Since the day one we met Mr. Elden so friendly and he listened to our requirements and explained effortlessly on various products and address all our inquiries showcased his proficiency and deep industry knowledge.

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

We will recommend Mr. Elden 100% to other my friends and my husband's colleagues for any of the services needed.

Client of Elden Wong

Mr Daniel Chow

Personal Trainer at LTU Personal Training

I like and respect William very much.

He is meticulous.
He is trustworthy.
He thinks about your family and the long game.

For years, I was hesitant to engage a financial advisor as their values did not align with mine.

As I listened to William’s outlook of life and finance as well as the proposed strategies to help me provide for my family, I felt assured and confident of my future.

Client of William Seah

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 Ian Chia

Visual Designer at Meinhardt Group

Tiac Pin has been more than just a personal financial advisor but also a great friend these many years. We met in good fate while Bowling and it was clear to me that he was a great energy to have around. It was the honest friendship, positive advices and constant reminder to improve myself that eventually led me to believe in having a person look after my “future” for me. I have always been a skeptical person when it comes to financial matters, but Tiac has shown me that it’s truly the character of a person that matters in whatever you do and only you can feel good about it. His golden defining trait that I should highlight, is his sense of responsibility that makes him go out of his way for people around him. In his eyes, a glass is never half full or half empty, it is just waiting to be filled with knowledge and positivity. That is how he chooses to empower the people that he works with and works for. I will definitely put my utmost trust in him because I know that our relationship is in good hands.

Client of Ng Tiac Pin

Mr Raymond Goh

Coach

Jaricson is very professional in his trade and gives valuable insights to financial questions that i have. He will analyze and advise which is is a better option for me to invest my money in. Always keeping me updated on the current situation of my portfolio and recommending me suitable products. The best guy to go to IMHO. Keep up the good work.

Client of Jaricson Chan

Mr Choo

Assistant Manager

Dedicated, detailed and task-oriented. Joanna excels in her craft and goes beyond her scope of work to provide holistic financial counsel and advice. She is an excellent communicator and is completely transparent in her methodologies. Ultimately, Joanna is a trusted subject-matter expert and will work with you to achieve your financial goals.

Client of Joanna Tan

Mr Kenneth

Manager at JTP PTE LTD

A dedicated and well knowledged financial adviser. Eric's step by step financial & health planning which was easy to understand and definitely meet your needs and wants. Not to forget a generous and easy going person who was my financial adviser to friend now!

Client of Eric Lim

Mr Ernest Er

Manager

Knowing Garrick for many years, he has been very conscientious, professional and dedicated to his work. He has been patience in explaining my financial and insurance gaps, going thru details and share examples. Very knowledge, keeps track of my policies and answered questions timely and accurately. Highly recommend Garrick to be your financial planner, anything unsure just ask Garrick!

Client of Garrick Lin

Mr Ian Dominic Pangilinan

Avp at DBS Bank Ltd

Pauline and Dennis are the models for great Financial Advisers. They are genuinely kind and concerned for the well being of their clients. They methodology has been very professional and ethical. I also greatly appreciate their very patient engagement and never forced unto us. Thank you so much for helping see the value of financial planning and providing us better view of our household’s financial health. We are looking forward to a very meaningful relationship with your team. May you help more individuals and families with your sincere care and service.

Client of Pauline Lau

Mr Max Ng

Operations Director at TSP Pte Ltd

Meticulous and Trustworthy. After reviewing my current policies and understanding my needs, Tiac Pin responded quickly and introduced a few policies for me to consider. He explained each policy in detail and allowed me to fully understand the pros and cons of each policy before I make a decision. Highly recommend.

Client of Ng Tiac Pin

Ms Carmen

Educator

April is a very sincere and real advisor. She never hard sells and only recommends what she thinks is suitable for you. Every session with her is a joyful experience and I have gained lots of trust with her. She ould go the extra mile and even give advice when you are not her client.

Client of April Lim

Mr Tio Yew Ching

Hr Leader

Maeva has been my financial advisor for several years. She is highly capable and very professional. More importantly, it is her resourcefulness and client-focused approach that make her stands out. You will be assured you are in good hands and she will be a trusted financial advisor you can count on.

Client of Maeva Huang

Mr Marvin Lai

Associate Director at Synergy Financial Advisers Ltd

Syauqi is good team player who is able to work well with others, communicate effectively, and contribute positively to the overall goals of the team. He is supportive, collaborative, and willing to take on tasks to help the team succeed.

Syauqi had provide valuable insights, guidance, and advice to his clients. He has a strong understanding of the subject matter and are able to offer practical solutions to problems or challenges. He is also good listeners, empathetic, and able to see things from different perspectives.

Client of Ahmad Syauqi

Mdm Judy Chong

Retiree at Retired

When I sold my property in 2020 and had some funds to invest my daughter introduced me to two of her friends in the financial service industry. Both of them made a good impression but I went with Serene because of the work she put in to study my personal needs as a retiree and plan for what is best for me. Her follow up service has never been lacking and often times beyond expectations. I'm sure her other clients can also tell you examples and incidences of her personal extra-mile services. I add to say Serene is very caring especially towards those who she finds to be disadvantaged in some ways by their existing coverage or financial plans and she endeavours to improve their status; even when there is nothing much, if anything for her to gain from it. I believe this truly caring attitude is the winning factor for her continued success and good relationships with her clients. Serene will offer her best efforts to deliver and even be a friend in need. Ultimately you would choose such an agent whom you can trust to look after your financial interest and welfare. That's why I recommend Serene Seah to all my friends.

Client of Serene Seah

Mr David Tan

Derrick has been very clear, meticulous as well as well versed in conveying the key points when explaining my policy wording for my consideration. Not only that, he would also advise on areas that I tend to overlook or even recommend a personalised package, which always make me feel comfortingly heartwarming. Truly an asset to which ever organisation he is with, and truly a dependable agent and friend to have!

Client of Derrick Chee

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 LW

Technology Risk Manager

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

Client of Shawn Koh

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Mr Sze

I truly appreciate Elden’s professional financial advise while offering the most value throughout my financial planning needs. Elden’s wholistic approach to financial advisory, technical analysis, and strategic perspectives added the most value as I personally experienced by far the best financial advisory services in the industry. Elden goes the extra mile to deeply understand my financial requirements and goals while finding suitable options. I highly recommend Elden for anyone in need of financial advisory, consultation, and strategic financial planning.