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 Joyce Koh

Vice President at Deutsche Bank Singapore

Wendy has been my financial advisor for 20+ years, way before joining Synergy FA. Her commitment is not in closing the case to hit her KPI targets, but focus in ensuring that I'm aware of my missing coverages and close those gaps. She understands my needs and match them against the offers / products from different insurance companies, with the restrictions of budget in mind. I trust her recommendations as she knows me best! Describing Wendy as dedicated is an understatement. Her professionalism and actions says more than anything else.

Client of Wendy Koh

Emer & Jiajia

Sincere and extremely helpful, goes out of her way often

We have engaged Pauline for more than a decade now and are always moved by her passion to help others, her down-to-earth and personable approach, and willingness to go out of her way to help. Whenever we have any questions relating claims, we can always count on her to help us to process these in a quick and hassle-free manner. She does not hesitate to share her experience, knowledge and expertise to help us make better decisions. Thank you Pauline!

Client of Pauline Lau

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 Alvin Lian

Director of Project & Energy Services at Expeditors

Friendly and responsible advisor who will always be on standby to support her clients’ needs. Pauline has a giant heart to serve. Keep going!!

Client of Pauline Lau

Mr Raymond Tan

Senior Engineer at DSTA

Derrick is more like a bro than merely an agent to me. I can strongly feel his sincerity towards providing the proper advice and customize the right products to cater my needs and financial capability. He genuinely provided the right advice to me without hard selling of products unlike other agents I have encountered. He is patient and responsive to my enquiries and goes extra mile to remind me of my medical appointment and premium payment etc. With the trust I have built up in him, I have entrusted my mum's and sister's healthcare and medical policies to him as well. In addition, I have also referred my peer to him for medical coverage advice. There are many financial advisers in the market and it is not simple to find one whom you can trust and build rapport with. Keep up the good work Derrick and thanks for your support all this while! Appreciated!

Client of Derrick Chee

Mr James Mccarthy

Client Service Manager at Deutsche Bank

David has excellent market knowledge and is a very personable guy who I would definitely refer onto people.

Client of David Francis

Ms Bea

Student

i was introduced to her by one of my relatives and after meeting her for the first time, i felt like my dreams as a student was possible. she did her best in trying to make every single one of her client’s dream possible at a certain age. she is very warm and friendly, which made me open up to her easily and i could vibe with her very well too. She taught me more about financial independence and how i should spend my money while sustaining my happy lifestyle now. I gained knowledge advice from her and i definitely will recommend to my friends if they need a planning to do.

Client of Agnes Lim

Ms L Chew

Finance

Pauline is very helpful and professional with what she does. I have been going to her for a few years now. She has always been prompt with addressing my concerns and gives me advice which works best for my interest. I’m truly grateful to have you. Thank you so much !

Client of Pauline Lau

Anant

Software

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Client of Pauline Lau

Mr Lee Jun Jie

Financial Consultant at Aviva

A very good and understanding Boss. Always will go extra miles to help people. Has known him for 3 years and are still keeping in contact. From my boss to my friend now.

Client of David Tang

Ms Joreen

Realtor

Carol came highly recommended by my husband as a sincere and knowledgeable Financial Advisor that does what is best for you. Professional and unbiased in her financial planning consultation. Definitely will recommend her to my friends and clients.

Client of Maeva Huang

Ms Chin

Quantity Surveyor

Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!

Client of Teo Jia Min

Mr Malcolm Rozario

Human Resources Talent Specialist at BRS Singapore

Testimonial for Elden Wong, Associate Director & Investment/Retirement Adviser at Synergy

I have had the distinct pleasure of working with Elden Wong for my retirement savings plan, and I cannot speak highly enough of his expertise and dedication. From our very first meeting, it was evident that Elden possesses an exceptional command of the financial markets, which has truly benefited my retirement planning and my wife Leong Ching See's CPF funds.

Elden takes the time to understand not just the financial landscape, but also my personal aspirations and risk tolerance. His personalized approach resulted in a retirement strategy that aligns perfectly with our long-term goals. While we are invested in long-term plans, Elden ensures that we are consistently updated on our portfolio and market developments. His proactive communication and attentiveness have been outstanding.

What truly sets Elden apart is his ability to simplify complex financial concepts, allowing us to make informed decisions without panic during volatile market conditions. Instead of rushing to sell during downturns, he has guided us to stay the course with our investments, which has yielded remarkable results.

Elden’s professionalism, integrity, and genuine care for his clients are qualities that I deeply appreciate. He has not only helped us effectively manage our investments but has also instilled confidence in our financial future. I wholeheartedly recommend Elden to anyone looking for a knowledgeable, trustworthy, and client-focused financial adviser.

Thank you, Elden, for your exceptional service and unwavering support in our financial journey!

Client of Elden Wong

Mr Jerald Tng

Inventory Maintenance Technician at Astreya Partners Inc

Alfred is someone I’ve known more than a decade and a man I can trust without a doubt. I appreciate his patience and guidance on the investment policies we talked about during our meet.

Yes, it might be easier to close with warm clients, but Alfred, was professional regardless. His approached to his clients and presentation of the products are clear and precise, leaving no information out.

All in all, I appreciate his efforts in our lengthy session. Addressing to my needs and expectations. You don’t find many of him these days. A treasure in the industry I must say.

Client of Alfred Seng

Mr Chan

Retiree

Eva has been my agent for past few years. She is responsible , dedicated and helped me on my claims successfully. She helped me plan for my retirement as well.

Client of Eva Tan

Ms Jayashree Panicker

Editor

Keef is warm and friendly and always ready to lend a hand to clarify things.

Client of Keef Lim

Ms Yingying

Regional Head Of Local Communications at Ninja Van

I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me.

Client of Kayden Khoo

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

Mr Lenard

Doctor

Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.

Client of Tan Yi Jun

Ms Ruth Goh

Rui Han restructured my entire portfolio which helped me save so much $ over the years, while being fully covered to cushion life’s unexpected. With the addition of a new family member, he and his team are still the trusted advisors my family goes to. Thankful to have met them.