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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
Learn moreHear 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.

























































Vice President
I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!
CEO and Technologist
Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows.
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.
Digital Marketing Executive
I would like to express my sincere appreciation for my insurance advisor, Sebastian Yio.
Sebastian has always been professional, knowledgeable, and highly responsible in every aspect of his work. Whenever I have questions about my policy or claims, he takes the time to explain everything clearly and patiently, ensuring that I fully understand my options before making any decisions.
What truly sets him apart is his genuine care for his clients. He is responsive, attentive, and always follows up promptly whenever assistance is needed. Rather than simply selling insurance, he focuses on understanding my needs and recommending solutions that are truly suitable for me.
His dedication, integrity, and excellent service have given me great confidence and peace of mind. I genuinely appreciate his commitment and the effort he puts into looking after his clients.
I highly recommend Sebastian Yio to anyone looking for a trustworthy, reliable, and professional insurance advisor. Thank you, Sebastian, for your outstanding service and continued support. Wishing you every success in your career!
Document Controller
Hi my name is Nurasmin Amin, working as lead document controller in the west part of Singapore. I am pleased to know Cheryl in March 2017, who was appointed to manage my Manulife Investment which I have not heard from their representative for many years. Cheryl is a cheerful and hardworking financial adviser. We clicked as friends in no time. With her professionalism in providing information on the financial planning, helps me to achieve a better retirement plan. I had introduced a colleague to Cheryl and she was pleased with Cheryl support and advise in the financial process. Keep up the good work Cheryl!
Cheers, Nura
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.
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.
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.
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.
Specialized Corporate Travel Counselor at American Express Global Business Travel
My Testimonial for Eds (Maria)
I have known Eds since 2003, long before she became my financial advisor. Even then, I already knew her as someone with strong character, driven, purposeful, and genuinely committed to what she does. So when she approached me in 2012 to educate me about financial planning, preparing for the future, and protecting what matters most to me, there was already a level of trust and familiarity between us. At that time, I was going through severe anxiety and was looking for someone who could help me make better financial decisions. Her timing could not have been more appropriate.
Over the years, Eds became more than just my financial advisor. We became close, almost like family, and my trust in her grew not only because of her knowledge and professionalism, but because I know her character and, more importantly, I know what she stands for. Her advocacy to help OFWs build financial security for themselves and their families is something I genuinely believe in, and that is why I have confidently introduced her to my own family and friends.
For me, trust is different when you personally know the person behind the advice. I know that when Eds prepares a proposal, it is not simply about presenting a financial product. It is about understanding where you are, what you need, and how you can build greater security for the future.
I remember something my boss once told me: when you already know something that gives real value to you, you do not always have to keep looking or trying something else just for the sake of comparison. When you already know and have something good, you recognize its value..., you are confident that you already have the best.
That is how I feel about Eds.
After all these years, my trust in her has only grown stronger, my confidence in her advice has only deepened, and I continue to recommend her to the people who matter to me. And this for me..., says more than any credential ever could.
Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.
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.
Elden Wong has been managing my investment portfolio for about a year, and I am very pleased with the results and the level of service he provides. As my financial consultant, he has demonstrated strong knowledge in unit trusts (U.S. stock markets), offering thoughtful and well-researched recommendations that align with my financial goals.
I appreciate Elden’s professionalism, patience, and clear communication. He takes the time to explain investment options and strategies in a way that’s easy to understand, which gives me confidence in the decisions we make together.
In just a year, I’ve seen positive growth and feel assured that my investments are in good hands. I highly recommend Elden Wong to anyone looking for a dedicated and trustworthy financial consultant.
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!
Retired
Pauline whom I have known for a long time has always been reliable. She has been our family financial adviser and planner for years. I have 100% trust in her work. She has a good character and personality too.
I’m deeply grateful to Elden—for understanding my initial reluctance to invest and guiding me with such patience and insight to make the right choices. He took the time to walk me through different scenarios until I felt confident about my decisions, listening closely to my goals and crafting personalized investment plans that aligned perfectly with my priorities. What impressed me most was his flexibility—he made himself available whenever I needed him, even amid my frequent travels and hectic work-family schedule. In no time, he became more than a financial advisor; he’s a trusted partner I can turn to for advice at any moment. Even after I chose my investment plans, he stayed connected to keep me on track. I wholeheartedly recommend Elden to anyone seeking thoughtful, tailored financial guidance.
Professional Services
Alfred has been a very approachable person. He will not push a product to you. He will spend time giving you insights and compares products with no hidden agenda. Alfred gives you space to think on the options. Prompt to responding to queries. It has been great experience doing business with Alfred and I am sure you will too.
Angeline has been a stable pillar of support over the years, providing sound and customer-oriented financial advice. She has been proactive in providing information on the latest policies and her assessments on applicability to my specific context.
Linda is very dedicated to her job and knowledgeable in her products. Her patience and detailed explanation of her products has given me the confidence in entrusting my financial planning requirements with her. She is also very responsive to my queries and proactive in checking if I require any follow up actions from her.