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.

Ms Ong Shi Ming

Operations Executive at Eatigo

My experience with Rui Han was informative and pleasant. He patiently goes through different ideas and concepts and gave professional advice by recommending the policies that best suited my requirements. Very dedicated and always prompt in his replies. Overall, Rui Han is a friendly, trustworthy and comfortable person to talk to. Will recommend him to any of my friends :)

Client of Kuah Rui Han

Mr Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Ms. Jelyn Ng

Gidman has been our trusted family financial planner for many years. He basically grew up together with us and is one of my husband’s best friend. But best friends aside, he is naturally someone who has everyone’s interest at heart. When he recommends something, it’s fitted to our family’s needs and to our best interest. Thankful to have found someone we could trust and to help us to relieve some of our financial burden when our kids took turns to fall sick. We do not have to worry about finances during our BTO renovation as well. Thanks bro!

Client of Gidman Wee

Cristy Rodrigues

Senior Coordinator at Warner Bros. Discovery

I’ve always been curious about investing my money but was afraid to take the first step because I felt that most Financial Advisors were only after my money - that is, until I met Nova. What drew me to her was her sincerity.

She didn’t actually tell me this was what she did until I asked what she did for work. That was already a green flag for me because she didn’t see our conversation as a potential business opportunity.

Nova went through my finances and advised me on where to put my money. Although it’s not much yet, I’m glad I’ve finally started and have already seen some good returns on my investments, particularly with my CPF. I’m also so thankful that Nova encouraged me to do this because my BTO is coming up, and the increase in my CPF savings will make a significant difference. My only regret is that I didn’t start earlier.

I also appreciate that Nova sends me monthly updates on all my investments and always takes the time to answer any questions I may have.

Client of Nova Lontok

Ms Mika Tanoue

Accounting

Rui Han was really patient and informative, taking time for my financial planning and explaining to me in detail about each aspect. There was absolutely no hard selling and he even helped me save on my insurance and increase my coverage

Client of Kuah Rui Han

Mr Leo

Physics Associate

Very clear and easy to understand while not losing the information and insight into how I should approach finding the right insurance for myself. Not many financial advisers would go through the rationale with the clients at least from my own experience.

Client of Kuah Rui Han

Ms Lynnette Chia

Manager

Linda’s been very helpful with her financial knowledge & takes time to review and plan based on my needs - but what truly sets her apart is her sincerity & kindness. I like that she’s a genuine & warm person, and goes the extra mile for her clients. There are many agents out there but I am very glad that our paths cross and I have her as my agent!

Client of Linda Quah

Ms Jo Tan

Director at Huttons Asia Pte Ltd

Partnering with Elden has been an exceptional experience, and I am extremely satisfied with the results. He possess a deep understanding of wealth management and financial planning. He is incredibly knowledgeable, always staying ahead of market trends and economic shifts, and his advice has been both insightful and practical.

This proactive approach to managing my portfolio has not only protected my assets but also facilitated consistent growth, even during uncertain times. Elden’s personalized approach has resulted in a tailored strategy that also perfectly complements my protection and retirement needs.

Overall, I am most pleased with the service I’ve received from Elden and he has been instrumental in helping me achieve my financial goals, and I look forward to continuing our partnership for many years to come. I wholeheartedly recommend Elden to anyone seeking a Proficient, Competent and Responsive Holistic Financial Adviser!

Client of Elden Wong

Mr Lim Yong Siang

Data Analyst at STANDARD CHARTERED

I am very happy to have Shawn as my agent. We all know that buying an insurance policy these days is not a difficult task, but finding a good agent who can identify your needs, understand your current financial situation and provide you with the best deals available in the market, is an extremely daunting task. During the few discussion sessions I had with Shawn, not a single moment did he come across as a pushy agent. Something I am grateful for. Moreover, Shawn was able to explain the policy in layman terms and effectively convey the meaning across. Furthermore, Shawn was able to provide me with comparison of different companies’ products and recommendations which greatly aided me in making an informed decision. In summary, Shawn is someone who I will definitely recommend and rest assured that his recommendations will always be in your best interest.

Client of Shawn Koh

Ms Angeline Kwa

Administrative at Hermes

The most responsible, approachable, reliable, hardworking advisor you can ever find! If you need an advisor to help you with your insurance or financial needs, Derrick is the person you need.

Client of Derrick Chee

Mr Donny Wee

Sap Consultant at DW Consulting Pte Ltd

I have known Derrick Chee from the 1st policy I bought. He was meticulous in his attitude towards my well being and needs. Derrick is a dependable agent whom I can text to check out my queries. He was also able to goldfind similar products for a lower premium, bring more value to my policies. I am honoured to know Derrick has my back. Tireless agent, caring bro.

Client of Derrick Chee

Mr Chuah

To Mr Elden Wong,

"I had the pleasure of working with a remarkable financial adviser whose expertise and professionalism were evident in every interaction. His personalized approach and in-depth knowledge helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking financial guidance and support , and for those who are still sitting on the fence of choosing your advisers don’t even hesitate to contact him!”

Client of Elden Wong

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

Ms WH

Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is that he is not pushy in selling policy that i do not need.

Client of Edward Shee

Mr Ervin Chan

Tutor

I had bought lots of insurance from different insurance companies and Derrick’s service is hard to come by. He is the type of insurance advisor which anyone would like to have. Derrick is very dedicated to his job, he always put his clients first, always keep his client updated and always works on what his client needs. I am blessed to have him as my insurance advisor for all these years. My policies are well taken care of and if I need any help from him on the policies I bought he would advise me accordingly. He didn’t fail to call back and always keep me in the loop. I would definitely said that his service is remarkable and someone whom you would like to deal with if you plan to get any insurance.

Client of Derrick Chee

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 Davide

Regional Manager

Working with Elden Wong has been a great experience from start to finish.

His extensive knowledge of the finance industry is immediately apparent, and he approaches every interaction with a level of professionalism that inspires confidence. When I first started working with him, my financial situation was relatively simple, with only a few basic investments. However, Elden quickly recognized opportunities for improvement and guided me through the process of comprehensive financial planning. His advice has been nothing short of invaluable, providing me with personalized strategies that are well-suited to my financial goals and risk tolerance.

He doesn’t just offer generic advice; he tailors his recommendations based on an in-depth understanding of market trends, and he continuously adapts those strategies as market conditions change. His proactive approach to follow-ups is also something I greatly appreciate.

Thanks to Elden’s guidance, I now feel more confident in my financial decisions. I warmly recommend Elden Wong to anyone looking for a dedicated, knowledgeable, and trustworthy financial adviser.

Client of Elden Wong

Mr Wayne Lim

Actor

Joleen is a wonderful and diligent consultant that listens to the needs of her client. She attends to my questions with patience and advises accordingly on the policies that best fit my concerns. Will recommend her to family and friends!

Client of Joleen Peh

Selene Liu

Manager

Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.

Client of Catherine Lau

Mr Terence Yeo

Engineer

Adeline has been very helpful and sincere in advising me on my financial matters. She provided sound advices on suitable financial schemes and plans, which are affordable and within means. Adeline is also very patient, and is willing to answer all of my queries. You will not go wrong with her as your financial advisor!

Client of Adeline Low

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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Working with Elden Wong has been a great experience from start to finish.

Thanks to Elden’s guidance, I now feel more confident in my financial decisions. I warmly recommend Elden Wong to anyone looking for a dedicated, knowledgeable, and trustworthy financial adviser.