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 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

Mr Mark Kang (ex Andrew Lee Unit)

Wealth Planning Manager at DBS

Andrew was my mentor and a big brother during my time in Synergy. One of the most innovative, knowledgable, passionate, dedicated, humble, hardworking and resourceful person I have ever met. Very fortunate to have met this servant leader who have always been our beacon of light, guiding us and constantly being the tank to our negativity. It was a great pleasure and honor working with him. To many more success, wealth and health to Andrew and Team. Arigatou Gozeimasu Dai Lou

Client of Andrew Lee

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

Mr Yeo Zheng Lin

Engineer

Andy is hard-working, and he put his client's needs before him. He will go all out to help his client, and to give the best for his client.

Client of Andy Seo

Fang

Andy's product knowledge and personalised advice are the best I had so far. He knows well about investments too and conducts in-depth calculation for me on the spreadsheet. He saved me tons of time looking for good insurances and funds. I'm sure either layman or geek will find him worth a long term relationship.

Client of Andy Seo

Mr Dhillon

Sean is an extremely patient and reliable advisor

Client of Sean Neo

Mr Edmund Chan

Ewald is always very helpful and patient with his clients. I am very happy with his services so far! Thumbs Up!

Client of Ewald Teo

Mdm Pam

I engaged Elden when my investment portfolio was underperforming and losing value. Since taking over, he has not only turned things around but also delivered consistent gains with a clear strategy.

What I appreciate most is his patience and calm approach — never rushing decisions, always explaining market movements and options in a way that’s easy to understand. His deep knowledge of market trends and long-term strategy has given me confidence and peace of mind.

If you’re looking for someone who genuinely cares about your financial goals and knows how to navigate uncertainty, I highly recommend Elden.

Client of Elden Wong

Ms Casey

Executive

Insurance is something that really helps when unexpected stuffs happens, and having an agent that believes in this is equally important. Derrick believes in that and really introduced me products that I really need and can afford according to my financial status. Am really fortunate to have him as my adviser and appreciates the hard work he does when I need help.

Client of Derrick Chee

Mr Edwin Heng

Education

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Client of Serene Seah

Mr Aneesh Mathew

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.

Client of Elden Wong

Mr Mac Tee

Trainer at Competencies Dynamics

Always have her customers' in mind and focus on not just me and my wife but also on my two boys to help them plan their financial early. Very detailed oriented and takes time to explain and advise her customers/clients. Has been our family adviser for more than 20 years .

Client of Pauline Lau

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 Debbie

Customer Service Executive at Essentra Pte Ltd

Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help.

Client of Edward Shee

Mr Abdul Aziz

Prime Mover Driver at BJ Harvest pte ltd

She is very helpful when helping me to sign up for the policy that i wanted . She is also very patience for a reply from me . She will guide you through in any issue that you are facing in your policies and also she will reply to your messages very promptly .

Client of Angeline Ng

Mr Clayton Soh

Devialet

Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor.

Client of Alan Lim

Mr Ang Wei Hao

Software Engineer

April is very meticulous and is exceptionally knowledgable in her field. She ensures that the policies are filtered out to fit my current lifestyle, always listing down the benefits and downsides of each. On top of that, she is trustworthy and a joy to work with, going the extra mile to give advice in areas I need.

Client of April Lim

Mr waynec

Business Planner at ....

An agent (also a friend) who's professional, reliable, responsible, service-oriented, making our insurance decisions hassle-free.

Client of Sean Neo

Ms Crystal Teoh

Manager at MOM

Danny is a good hearted man with great leadership qualities. Under his leadership has taught me many valuable concepts and given me great guidance. It has been a wonderful journey working with him. Thank you for being a great mentor.

Client of Danny Lee

Zu En And Zheng Yuan

We are very thankful to have been introduced to Adeline! Adeline was able to provide us great insights and recommendations on policies that were best suited to our needs and well within our means. Throughout the process, she has been very patient and professional in addressing all of our concerns and queries. Would definitely recommend Adeline to our friends and families!