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.

Mr Hansel

Analyst

April has a great understanding of products and people. While insurance/financial planning is a daunting endeavour for many, my experience with planning alongside April was fuss-free and enjoyable. April provides the most direct solutions to address the needs of the average Singaporean. I would highly recommend speaking to her directly if you have been procrastinating on your own financial/insurance planning!

Client of April Lim

Mr Cheong KM Steven

Admin at Min HA

My first experience with Elden was when my previous advisor had to take an absence due to health reasons.For a start due to the absence and my portfolio was not being actively managed and resulted in huge losses.it took me quite some time to see what Elden can do and had a very different approach and gave me hope he can revive what was in my portfolio by taking a capital appreciation approach.Finally made the decision to go ahead with his recommendations after various lengthy exchanges.Just a few months later and some tiny fruits began to bear.Light is beginning to shine brighter at the end of the dark tunnel.Highly recommended Elden, the adviser to go to if you wanna see results not just talk and without the clients situational understanding.

Client of Elden Wong

Ms Charissa

Joanna helped my husband and I through our estate planning and advised us on our insurance. She is detailed and attentive to our concerns, and provides excellent advice! Joanna's service goes beyond my expectations as she goes the extra mile to address our concerns. She is the financial adviser I would reccomand to my friends and family.

Client of Joanna Tan

Ms Tan Hui Kiang

Edward has been very helpful & knowledgeable. He explained the various complicating policies clearly in detail and makes it easy for me to understand which I very appreciate it. Thank you.

Client of Edward Shee

Mr. DEBTANU BASAK

Senior Manager at NCS

Elden is a all rounder to say the least, he is professional as well as a friend in need. While planning our financial portofolio we had quiet a few questions and clarifications which he helped us with, and with any biases. Even through late nights he would try to guide you through the pros and cons for each and every item, he never tries to push for any decisions, however he will make sure you have the proper information and facts to back your important financial pillars planning. He has detailed knowledge and understanding of the insurance options as well, and if he doesn't know something, he will get the information through trusted sources, and not mislead you with misguided info - This to me has been really crucial to build and continue this relationship. The crux of it all, he is a reliable partner in terms of helping you reach the financial goals and to make sure that you are well secured in terms of insurances (telling from the point of view of an expat, wherein there are various things to consider for planning well in Singapore)

Client of Elden Wong

Ms Annie Goh

Engineer at ADI

Pauline has helped me in holistic financial planning for the last ten years. She has provided advice for medical protection, education planning, inventment for better retirement lifestyle. With her taking care of my financial goals, I have a piece of mind to focus on my career and taking care of my family. Thanks,

Client of Pauline Lau

Mr Francis Gan

Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)

Client of Serene Seah

Me Vigneshwaran Konda Ramadoss

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.

Client of Law Hanwei

Mr Danny Tan

Retiree at Retiree

I’ve known Serene for close to 20 years now, first as a colleague back in school, and then as a dear friend. She later became my financial adviser and has been since 2022. As my financial adviser, Serene has been very professional in her dealings with me. She is thorough and comprehensive in her approach, prompt in answering queries and clarifying doubts, and has sound knowledge and understanding of clients’ needs. Above all, she cares and that value resonates throughout her work. As a client, I need a financial adviser who is reliable and trustworthy, and Serene ticks all the right boxes.

Client of Serene Seah

Ms Tan Xian Ngoh

Therapist (Rehab)

Alan is professional, clear and articulate in his explanation of the different plans.

Client of Alan Lim

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

Mr Wang

software engineer

Hans Chen is a highly professional and dependable financial adviser who consistently demonstrates strong expertise and attention to detail. He takes time to understand individual needs and provides clear, well-structured advice aligned with long-term goals. His approach is thoughtful, patient, and never sales-driven, which builds genuine trust. I would confidently recommend Hans to anyone seeking reliable and principled financial guidance.

Client of Hans Chen

Ms Tan Jiamin

Admin

Jia Min helped me to map out my current financial situation so that I have a clearer picture of where I am and how do I progress towards planning for retirement, property etc., and also objectively assess my insurance policies and tell me what I need and what I do not. I have always wished that someone could tell me whether I am getting the right policies or I have enough coverage, instead of just selling me insurance, and wish I could have met Jia Min earlier! She was very patient in explaining things I do not know, in terms of general and financial knowledge. She also goes the extra mile to find extra information, tips, and analyse my situation and advise on the most suitable options for me. I feel much better talking to her compared to a regular insurance agent who has an agenda to sell you their policy and I feel pressured to buy after they explain the policy benefits. They don't give me comparison and I do not know what other options there are, and whether what they are selling is really suitable for me, or whether it is really worth buying. I really appreciate Jia Min's time and effort, thank you!

Client of Teo Jia Min

Tan Hwee San

Over the years, Elden has consistently demonstrated exceptional professionalism, profound knowledge, and sound judgment in financial advisory.

His insightful guidance and unwavering commitment have significantly contributed to my financial growth and confidence.

I am deeply appreciative of his dedication, integrity and expertise.

Client of Elden Wong

Justina Ng

Contracts Manager

To me, Finance and investment can be daunting or risky if you do not know where to put your funds, what products to buy and when to buy or not to buy. Prior to Elden, I was facing poor returns in my investments as I do not have the know-how. Elden has in-depth knowledge in investment as he has built a wealth of experience having been in the Financial industry for a long time. He is a genuine advisor who takes time to share his investment experience personally, professionally and strategically. With him managing my funds, I have seen my investments grow healthily to more than 30%! And now I’ve become more savvy and knowledgeable about the profile of my funds. Thanks to Elden’s patience and guidance in the right investment track!

Client of Elden Wong

Mr Sia Hiong Hoon

Commodity Manager

As our family financial Advisor, we truly trust in Angeline's recommendations. She is indeed patient and addresses our queries, even when we require further explanations. She is never pushy, gives us broad views of financial products to meet our intentions. Recalling a particular time, we had to make a hospitalization claim, Angeline was quick to respond and gave us precise and clear advice. We were assured that the claim was well taken care of. Thank you, Angeline. For your professionalism and dedication!

Client of Angeline Ng

Mr Lau Jun Jie

Civil Servant

I’ve had the pleasure of knowing Henry since our secondary school days, and witnessing his journey from a friend to a respected financial adviser has been truly inspiring. I’ve not only benefited from Henry’s expertise as his client but also had the privilege of working alongside him as a financial adviser, where he taught me invaluable skills and instilled a mindset focused on thoroughness, client care, and integrity. Even though I have since moved to a different role, Henry’s unwavering passion for sharing his knowledge remains a constant, and he continues to offer his insights and guidance.

Recently, Henry helped me review my family planning policies, taking the time to understand my needs and priorities in detail. He carefully evaluated my existing coverage, identified gaps, and offered thoughtful recommendations aligned with my family’s goals. Thanks to his guidance, my policies are now optimized with comprehensive coverage that fits my budget.

Henry’s professionalism, depth of expertise, and genuine dedication to client well-being make him stand out in his field. His approach is not only meticulous but also highly personalized, ensuring that every decision supports my family’s financial security. I highly recommend Henry to anyone seeking a financial adviser who is both knowledgeable and sincerely invested in his clients’ best interests.

Client of Henry Ang CS

Mr Daryl Huang

Manager

Dedicated, knowledgeable, responsive and trustworthy; these are the essential qualities for an exceptional advisor in the financial services and Jaricson exemplifies these through and through. I have even recommended his services to my significant other and have no qualms about his ability to deliver.

Client of Jaricson Chan

Mdm Lin Sok Huang

Bus Attendant at Silveray Pte Ltd

Having a good finanical planning is important but having a good financial advisor is equally important. Angeline is a responsible, reliable, organised and knowledgeable FA who would go the extra mile to serve her clients. Her product and administrative knowledge are of quality standard as she is always able to give an answer to my queries. At times I would ask the same questions (e.g. when is my premium due?) and yet she would attend to all my queries patiently and promptly. With an excellent attitude, product knowledge and skills, Angeline is a valuable asset to Synergy. My family and I are blessed to have a trustworthy FA like Angeline.

Client of Angeline Ng

Ms Candyce Ravianna Low

Cabin Crew

I have been getting my policies from Tynn for years. She is knowledgeable, responsible and do not ‘hard sell’ her policies.

I had a few financial planners before she came along. They all sold me policies and then left the financial advisor line. Needless to say, after they left, there are practically no one to service my policies.

Tynn has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms or new policies available.

She will be my one and only financial advisor for many years to come. It’s really hard to come by a dedicated financial advisor. Great job done, Tynn!