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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
SYNERGY stands as a multi-award winning financial advisory firm renowned for our proactive, progressive and reliable approach
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.
Student
I have know Rayers for many years, I can fully trust him as a friend and put my mine savings and earnings for him to help me invest and also buy the most appropriate insurance, through his sharing of his life experience and knowledge about investment , insurance and finance I can also trust him as my finical advisor too. I'm a person that doesn't really care what I need to know, but still he takes the extra effort to make me understand and what I have to know as an growing adult. Overall his a great mentor.
HR Manager
Before I met Amy, my insurance was managed by a relative whom I believed would provide adequate care. Unfortunately, being family didn’t translate into the level of attention and service I needed. This led to financial losses after investing my CPF, with no proper explanations or follow-up. Initially, I thought familial ties would benefit my finances, but it proved otherwise.
Fortunately, I met Amy 8 years ago when I was organizing insurance talks at my previous workplace. I decided to engage her services, trusting her with all my insurance and financial planning needs since then. Amy’s guidance has been invaluable—I avoided significant expenses during a biopsy earlier this year, and my CPF has grown steadily under her management. With her help, I’ve also started investing and planning for retirement, feeling secure knowing she regularly reviews my investments and insurance to keep us on track.
Amy isn’t the type of financial advisor who pressures clients into unnecessary purchases and disappears afterward. Her consistent follow-up and genuine care have made this journey reassuring and immensely beneficial. I am deeply grateful to Amy for her expertise and support; things wouldn’t be as positive without her!
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!
Elden Wong has been managing my investment portfolio for about a year, and I am very pleased with the results and the level of service he provides. As my financial consultant, he has demonstrated strong knowledge in unit trusts (U.S. stock markets), offering thoughtful and well-researched recommendations that align with my financial goals.
I appreciate Elden’s professionalism, patience, and clear communication. He takes the time to explain investment options and strategies in a way that’s easy to understand, which gives me confidence in the decisions we make together.
In just a year, I’ve seen positive growth and feel assured that my investments are in good hands. I highly recommend Elden Wong to anyone looking for a dedicated and trustworthy financial consultant.
April has been extremely helpful and is an advocate in seeking a policy that provides the best coverage based on my current needs. I am extremely thankful to work with a financial adviser who demonstrates empathy and is truly interested in my preferences and circumstances. It’s been nothing short of a great experience and April is someone that I would highly recommend talking to regarding your insurance needs.
Full-time Ns (nsf)
Rayers has been a very well-informed and insightful advisor. Providing us with timely updates and proper reasoning between switching of certain funds and simplified updates on the current global financial situation. His decisions are made on the basis of having customers' needs coming first, ensuring that every individual needs are met and that the benefits are most optimised.
As dry as certain topics may be, he tries his best to cover each topic in a comprehensive but simple to understand way. His dedication in ensuring every single one of his clients is knowledgeable in the field is a very honorable action.
Associate Engineer at Global Foundries
Tiac pin guided me in a right way as a financial adviser and I’m grateful for that. Besides i admire his patience, knowledge and the effort he’s putting in to make our life better than what it is. I would gladly recommend him for my fellow colleagues and friends.
Freelancer/lab Technician
As a freelancer, It is very important that I am fully covered during health related crisis. Hund understood the severity of such situations and gave me unbiased options & advice. He made sure that my priorities, commitment & the affordability of my coverage were all aligned. It is all thanks to Hund that I have a peace of mind while going about my daily life.
I've had the pleasure of working with Gemaine for the last 8 years. Throughout this period, she has consistently demonstrated exceptional professionalism and expertise in assisting me with my insurance needs. She has a proactive approach in finding the best coverage options tailored to my specific requirements. She really took the time to thoroughly explain each policy detail, ensuring I understood what I was getting and why it was suitable for me. This level of clarity and transparency is rare and greatly appreciated. Moreover, she has been incredibly responsive whenever I've had questions or needed to make adjustments to my policies. She promptly returns calls and emails, which is crucial for someone like me who values efficient service. She not only handles routine matters efficiently but also provides valuable advice on how to optimize coverage and save on premiums without compromising protection. Overall, I highly recommend Gemaine for anyone seeking a dependable advisor who genuinely cares about their clients' well-being and financial security. I’m so privileged to have her as an advisor and now a dear friend.
Assistant Professor at SMU
Sherry is very knowledgeable on the various products that she offered me while providing recommendations. From the financial planning that was done, she explained each single product and why that product suits my needs. I am impressed by her professionalism and diligence throughout all our meetings and she is willing to take the extra step to make sure clients' priorities come first and she does provide extremely valuable advice on the various products.
Engineer
My wife got a call about Eldershield upgrade. Since she doesn't have one she agreed for the meet up.
Mr Shawn came to our place & explained clearly about Eldershield upgrade. I then asked him about personal accident insurance and any investment recommendations.
What I like about Mr. Shawn's recommendation is that it's not limited to 1 insurance policy. He presented to me the 4 best policies based on cost and benefit. From there, I get to decide on my own which one suits my needs.
On the investment side, he presented an overview of the 10 year plan, the breakdown of payments and potential gains over the years.
All in all Mr. Shawn showed a very professional assessment of financial products and is very accommodating in all our queries.
Teacher
Rui Han is a friendly and reliable advisor to work with. He is always ready to reply and assist with any queries that I have regarding financial products/insurance. I can feel his genuineness and passion in this line of work and would recommend Rui Han to friends looking for an IFA.
Musician
Willynn is a very helpful consultant. She answers all my questions patiently and clearly. I would strongly recommend her to all my friends.
A true leader who has selflessly imparts her valuable knowledge and skill to us. She sets clear rules and directions for our training, under her guidance we are in a better position to achieve our goals. With her leadership qualities, I can definitely excel in this field 👍
Ehs Manager
He is one of our most reliable and friendly financial advisor that I had ever met. He is someone I can count on.
Teacher
Roger has been an excellent agent/advisor. He is prompt and very informative in his replies. His explanations were clear and easy to understand showing a wealth of experience in his field of work. Roger is definitely a valuable asset to Synergy pte ltd. Given the opportunity, I am confident Roger can effectively customise my financial needs and propel me towards achieving my objectives.
Admin
I think what sets Elden apart from other agents is not only his compassionate nature and friendliness towards you but also his honesty, being direct & straight to the point and bringing your attention to important details that might be overlooked.
He goes in depth and the shares his honest opinions and recommendations on the offers/plan(s) that is/are suitable for you based on your needs and (pre-existing) conditions.
I highly recommend Elden to anyone even if you already have other offers/agents, it is worth listening to and see what is available for you based on your needs.
I highly recommended Ida Ahmad to anyone in search of a knowledgeable,dependable and customer-oriented financial adviser. She took time to throughly understand my requirements and situation, carefully explaining different options and helping me make decisions.
Finally! I found an adviser who is prompt, knowledgeable, efficient, friendly and always assisting us to find the appropriate solution. Andy Seo of Synergy Financial Advisers has helped saved us thousands of dollars! I look forward to a long-term relationship with him at Synergy. Thanks for everything, Andy!