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 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 Kelly Lai

Senior Account Director at Hire Right Pte Ltd

I have had the privilege of knowing Peiqi for many years, and throughout that time, her professionalism, integrity, and expertise as a financial adviser have continually impressed me. Her approach to financial planning is not only thorough and detail-oriented but also deeply personalized. She has a rare ability to truly listen, understand individual goals, and tailor solutions that align perfectly with her clients’ needs.

What sets Peiqi apart is her unwavering commitment to her clients’ success and well-being. She is patient in explaining complex concepts, ensuring that everyone she works with feels confident and informed about their financial decisions. Her genuine care, combined with her deep knowledge of financial markets and strategies, makes her an exceptional adviser and a trusted partner in building financial security.

I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.

Client of Soon Pei Chi

Ms Jasmine O

Auditor at KPMG LLP

Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward!

Client of Edward Shee

Mr V

Events Experience Manager

Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that I like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statistical reference and case study to aid our decisions which I will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.

Client of Aaron Chua

Ms Bi Nan

Sales Executive

I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning.

Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions.

Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs.

Client of Teo Jia Min

Ms Tsai Xy

Andy is a very knowledgeable and professional financial advisor. On our first meeting, as I had little knowledge on financial planning, he is very patient and provides detailed explanations to ensure I truly understand the different products and what I was lacking. He is also very responsive and provides relevant advices. I would definitely recommend his services to others.

Client of Andy Seo

Wei Guang (ex Andrew Lee Unit)

Relationship Manager, Commercial Banking at MayBank

I kick-started my banking career as a financial consultant with Synergy(Andrew Lee Unit) back in 2013. Under the stewardship of Andrew and team, I have learnt and growth professionally and personally.

During my spell with Synergy, I was fortunate to have been surrounded by great individuals who selflessly impart important values and knowledge which have helped me develope over the years.

Today I remain in close contact with my ex team as we continue to work together as business partners.

Client of Andrew Lee

Ms Rodrigues Preeti Uday

Staff Nurse at Tan Tock Seng Hospital, Novena

I recently had the pleasure of working with Elden Wong, an exceptional insurance agent who went above and beyond to help me navigate the complex world of insurance plans. Elden's expertise and guidance were invaluable in explaining the various options and finding the perfect fit for my needs.

What impressed me most about Elden was his patience and willingness to answer all my questions, no matter how small or trivial they may have seemed. He took the time to understand my concerns and provided personalized recommendations that put my mind at ease.

Elden's professionalism, knowledge, and dedication to his clients are truly commendable. I highly recommend him to anyone seeking insurance guidance. Thank you, Elden, for your outstanding service and support!

Client of Elden Wong

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 Bryan chen

Director at Equilibrio health Pte Ltd

Elden has been the most helpful adviser I have encountered.

Highly recommended

Thanks for the help again Elden

Client of Elden Wong

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 Chong Mh

Sales Manager

Darius has been most helpful and detailed in explaining the insurance policy to me.

He is someone whom I can trust to do the financial services for myself.

I am thankful that he is handling my account and would highly recommend him to anyone looking to set their finance in the right direction and secure their future.

Client of Darius Tan

Ms Irene Heng

I had a great experience with Ewald for my insurance needs. He is professional, knowledgeable, and took the time to explain all my options clearly. His attention to detail and willingness to answer my questions made the process smooth and stress-free. I recommend Ewald for anyone looking for reliable and personalized insurance services.

Client of Ewald Teo

Rudy Ng Eng Soon

Client Adviser at Synergy Financial Advisers Pte Ltd

Eric has always been a leader with a vision. It is his philosophy of holistic insurance and wealth planning that drew me into this business.

Many agents in the past, mis-sold my family products, focusing on the high commissions less beneficial items, yet products which are essential yet hard to service with lower commissions are avoided.

Eric trains his team on holistic coverage, to provide the best coverage for the clients, so that our clients and their loved ones are fully protected financially with a increasing investment account.

Client of Eric Lim

Mr Muhd Arif

Senior Tax Officer at IRAS

Amongst the 6 or 7 advisors which I had interacted with, Linda provides the most thoughtful and relevant advice catered to the context and phase of life which I am in. She respects boundaries and knows what is required of a good advisor, i.e. honesty, competence, and continuous service.

She has seen me through many phases of life; starting from army, my university days and up to the point where I am earning my own keep. Linda has been a long-term adviser of mine and will continue to be in the years to come.

Client of Linda Quah

Mr Nathanael Tan

Centre Executive at Extraordinary People Limited

Initially, I thought Jack was just another pushy agent, but he quickly shattered that assumption with his genuine sincerity and desire to help. Even though I couldn’t purchase directly from him, Jack went above and beyond to treat me like his own client.

His clear guidance on insurance and investments has transformed my financial confidence, proving he’s not only skilled but truly cares about making a difference.

Client of Jack Chan

Mr Bryan Chew

University Student

Joleen has always provided great deals on all the insurance coverage that I need. Her patience and diligence in advising me is highly appreciated and I am confident that she always has my best interests in mind. Thank you Joleen for all your help!

Client of Joleen Peh

Ms Elise Voo

Marcom Manager

I have known Derrick for two decades as a friend and he is a dedicated Financial Advisor. He always put the needs of the client first. He is one who listen carefully to what client said and empathize with what I really want and need. He is tactful and knows how to set financial investment based on my priorities. He tells the truth and wins my trust!

Client of Derrick Chee

Ms Teng

Pharmacist at TTSH

Kimberly took over my portfolio not long, however she exhibit exemplary customer service by servicing all my existing portfolios and assist in my claim matters with completion and good followup. She is really a sweet and nice lady. I will highly recommend her to anyone with financing needs, whether for health coverage , investment or retirement planning. She has a good and wide knowledge in this area of her expertise! I have Reccomended her to my colleagues and friends and they all have good feedback on Kim too! Hope you keep it up, Kim!

Client of Kimberly Tan

Mr Anantha

Director

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

Client of Shawn Koh

OUR CREDIBILITY JOURNEY

2026

Singapore’s Fastest Growing Companies (2026)

2025

Singapore’s Fastest Growing Companies (2025)

2024

Brands For Good: Honouree - Technology For Good (2024)

2024

Singapore’s Fastest Growing Companies (2024)

2023

Small & Medium Enterprise 500 (SME 500) Award (2023)

2022

Total Defence Awards (TDA) (2022)

2022

Singapore Prestige Brand Award (SPBA) Established Brands (2022)

2021

NS MARK Gold (2021)

2021

Data Protection Trustmark (DPTM) Certification (2021)

2021

SkillsFuture Employer Award (2021)

2020

Singapore Quality Class (SQC) Star with People and Innovation (2020)

2019

ISO 27001 : 2013 (2019)

2016

NS MARK (2016)

2016

Singapore Quality Class (SQC) (2016)

2015

ISO 9001 : 2008 (2015)

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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.

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I couldn’t recommend Peiqi more highly—she exemplifies excellence in her field, and I am confident that anyone working with her is in the best hands possible.