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.

Mr Dawson Soh

Hairstylist at Miracle Hair Studio

I'm very grateful of Jennifer's assistance in reorganizing my insurance for my kid and I. She is really sincere and develops a good strategy for me based on what I need and income that will help my future. She excels in financial planning. She has my sincere gratitude and appreciation.

Client of Jennifer Tey

Mr Tong TF

Analyst

Elden has been proactive in providing me with regular updates. His view on the market has been right so far. As the (US) market bull run seems unstoppable and the (perceived) risk getting greater, the real test will be whether Elden can help his clients navigate and void, or at least minimize, impact of any significant correction. Better still, benefit from the correction. Elden and I discussed the above openly. We aligned and agreed to a strategy for me. This is important as I provided me with more certainty in an increasingly uncertain world. Thanks, Elden.

Client of Elden Wong

Mr Lai Jiun Yann

Senior Executive at Gao Ji Food Pte Ltd

Mr Derrick is a responsible and efficient person.

Client of Derrick Chee

Mr Ryan Lee

Management Associate at Air Liquide

Jack’s dedication to my financial well-being was evident from day one. When I considered canceling a policy, he carefully analyzed the details and helped me recover returns I would have lost. Despite my unstable income at the time, Jack never pressured me into buying anything—he simply offered guidance, patience, and genuine support.

His integrity and expertise have given my family and me confidence in our financial future. I recommend him to anyone seeking a trustworthy advisor.

Client of Jack Chan

Ms Joanna

Assistant Manpower Manager

"Responsiveness", "Reliability", and "Customer First" are the 3 key qualities that define a good Financial Planner. Jarius has it all. He is always there to assist me with financial matters. Jarius is always quick to respond to our text messages and phone calls. He's a competent insurance broker who actually cares about his customers even after the transaction and is always willing to provide us financial advice. "Customer first" means putting the customer's needs first, and his honesty earns our respect and trust. He takes the time to get to know our needs and then recommends suitable products that matches my goals. I appreciate all Jarius has done for us, and we would gladly refer him to our friends and family."

Client of Jarius Kan

Ms Winifred Tan

Admin

Eva has been a friend for years before I decide to go to her for financial planning. She is meticulous and patient, and shows empathy towards her clients' situation. Not one to hard-sell or over-promise, but rather to provide a suitable financial plan suitable to her clients' comfort.

Client of Eva Tan

Ms Avastacia He

Sales at Monica Vinader

He is a reliable, helpful, trustworthy and hardworking advisor. A great person that provides excellent service and advice. I will recommend Derrick to anyone without hesitation.

Client of Derrick Chee

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

Ms Zheng Hui Lin

Education Program Manager

It is my privilege to have Jia Min and Rui Han assisting me on this journey. They have been very honest, transparent, and supportive in getting a good term plan for me. Although I have some existing medical conditions, it did not deter them from trying to help me. I am very appreciative to have them accompanying me to complete my Will at a competitive rate as well. Even when they are not really earning from the process of me drawing up my Will, they are still doing the backend coordination to give me greater peace of mind. A big kudo to the team. Highly recommended!

Client of Kuah Rui Han

Mr Quek Pin Chen

With basic knowledge when it comes to financial planning, I seek advice from Hund as the pandemic opened my eyes and I wanted to start planning for my own future. He is extremely knowledgeable about the various coverages and paid very close attention to all the minor details. This ensured that I was getting the premiums that were essential but manageable to my budget. On top of that, he is always patient when explaining the breakdown of the plans and he has always been unbiased about his opinions on various schemes. There were instances when I called him multiples times to seek clarification on certain matters and he was always efficient and clear in answering my questions or doubts. Hund would also check in on me from time to time to ensure everything is fine and that is something I really appreciate. Overall, Having Hund as my FA definitely makes my life easier. With his expertise and knowledge, I know he is someone I can rely on if I need his help.

Client of Hund Wong

Mr Cn

Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership!Mr

Client of Aaron Chua

Mr Lim Hua Kwang

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.

Client of Pauline Lau

Mr. Lee

Business Owner

As a business owner, making financial decisions that balance short-term goals with long-term vision is always a challenge.

Working with Yvette has given me the clarity and confidence to plan strategically for the future of my company. From business succession planning, keyman insurance, exit strategy to optimizing tax strategies and cash flow management, her advice has been invaluable.

I now have a solid financial roadmap, not just for my business, but for my personal goals as well. She also helped me to arrange for a fuss free and comprehensive executive full body checkup at my preferred time and location.

I highly recommend her services to business owners who want to safeguard assets and have a peace of mind.

Client of Yvette Yap

Ms Jay Cel Galura

Construction Manager at Sato Kogyo (S) Pte. Ltd.

He is great in terms of communicating with me. He explained clearly & easily to understand. He looks after the well being of the cloent and not just for his own sake. I felt that he is trustworthy on our first conversation and confident enough in terms of his job. Looking forward to have a great connection with him. And hopefully my investment will be taken care. Thanks

Client of Law Hanwei

Mr Clarence Choo

Security at Eagle I Security Services

Jason has helped me a lot in the area of planning my savings and insurance well. I definitely learnt to manage my cash flow, especially on how to save and spend at the same time.

Client of Jason Choo

Mr Don Ng

Group Division Director at ERA Realty Network Pte Ltd

I like to thank Edmund and his team for being professional in their recommendations of suitable financial solutions for me. They are professional and knowledgeable in their approach. I will definitely try to refer HNW business to them in the future.

Client of Edmund Wee

Daphnie

Director, client engagement, APAC

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)

Client of Teo Jia Min

Ms Ylaine

Sales

“Before meeting Bexton, I was feeling uncertain about wealth growth as a foreign worker. I decided to work with him because his approach and sincerity did impress me. Throughout the process, he was patient, clear and took time to understand my situation. After planning with him, I now feel peace of mind and clarity. I would highly recommend Bexton to anyone looking for proper guidance

Client of Bexton Tang

Mr Jeffrey

I have the privilege to work with Elden these past few years. I am impressed by his professionalism, integrity and deep knowledge of the financial landscape.

His client first , attention to details not only benefited clients but also strengthen our partnership.

Looking forward to continue working with Elden and more success together.