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 Leonard Siew

Hr Generalist at Performance Labs Pte Ltd

I joined Synergy back in 2013 with Andrew Lee Unit. Andrew is like a big brother to everyone in the unit. Whenever anyone in the team needed guidance or have problems, he will be there to listen and giving us advice. He is not only a person who listens but is also a person who share his knowledge and experiences with the team which motivates all of us. It was a great pleasure working under him and till today we still keep in contact. Thank you Andrew for your support & guidance!

Client of Andrew Lee

Mr Johnson Kwong

Director in Non Food, BET & Unity buying at NTUC FairPrice Ltd

Jaricson Chan has been super helpful and easy to work with. Always clear in explaining options and really reliable. I feel much more confident about my finances now.

Client of Jaricson Chan

Mr Lim Soon Kiat

Service Manager at Mencast Marine Pte Ltd

I am so comforted and appreciate that when I had a medical claim, Wilyn came to hospital immediately and see me through the process. Needed someone to speak to and meeting her does clear my worries and doubts. Glad to have her as my family insurance agent, her knowledge and expertise flow unconditional kindness Toward my family and I have always felt that I am in good hands. Wilyn, I sincerely thankful for everything you have done for the emotional and financial success of me and my family. Thank you.

Client of Willynn Soh

Ms Swizzle

Executive

Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding.

Client of Danny Lee

Ms G C Tan

Retiree

Han Wei is dedicated insurance and financial planner. He is able to give prudent advices to me and guides me to chose what is suitable for me, notwithstanding his lost or reduction of commission. He responded to my insurance needs very quickly in search of an insurance company that can cover a £2 million repatriation travel coverage and at a lower premium than what I paid for. I wish him all the best in his future endeavours.

Client of Law Hanwei

Mr Ong Keng Siong

IT Professional

I met Jarius to talk about my choices for investing my money and was pleased by his expertise and friendliness. He was able to clarify everything to me in a clear and understandable way. I have observed him to be conscientious in his profession. He also has a great personality on a more interpersonal level. He is a good fit for his present position as a financial advisor because of his openness and candor. I am certain that he will undoubtedly be beneficial to anyone trying to make financial plans for the future.

Client of Jarius Kan

Mr Chong Ting Jia

A very detailed and thoughtful adviser that has tailored a custom financial plan for me!

Client of Brandon Lee

Mr Zhong

Client Adviser at Synergy FA

Over the past year, Willynn has been an exceptional mentor and manager. She took the time to guide me through the complexities of financial advisory, from understanding clients' needs to building sound, compliant recommendations. Her patience, practical insights and willingness to share her experience helped me grow in confidence and competence. She always made herself available for questions, gave honest and constructive feedback, and encouraged me to take ownership of my development. Beyond technical knowledge, she showed me what it means to put clients first. I'm grateful for her mentorship and would highly recommend her as a leader.

Client of Willynn Soh

Mr Zhang Yanjie

Lead Utility Engineer at Lonza Biologics Tuas Pte Ltd

Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes.

Client of Jason Choo

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

Tony Yang

Engineer

I have known Lucky for 10+ years but only introduced to his financial advice in the last 8 years.

He had recommended me few products that met my life cycle needs when I had kids and required planning for their future.

Lucky never failed to meet up with me to discuss new products or recommend new ways to ensure financial sustainability as well as retirement needs.

Overall, it is a pleasure to have him guiding me on financial planning for future and retirement forecast. His ideas and plans are clearly illustrated and graphical to show clarity. They are easy to apprehend and make decision too.

I enjoy working with him on my future planning for me and my family needs.

Client of Lucky Lim

Mr Ding

IT Programmer

I have known him for a couple of years and decided to have him as my adviser a year ago. Right now he is managing my family's insurance and investment plans. With his well knowledge of the products, he is able to get the amount of coverage I needed and fine tune it based on my financial capabilities. He gave clear strategies for us to consider in order to get well covered and what to look out when when there is need or potential claims. I did a claim with him before and he was very responsive and there is an assurance that things will go properly. I would definitely recommend him you are looking for a compassionate adviser with really great strategy in mind to accomplish your financial goals.

Client of Hund Wong

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 Renee Wee

Assistant Manager

Serene was introduced to me through an ex-colleague 5 years ago. she has been a trusty Financial advisor since the beginning, recommending and tailoring the plans to my needs. I appreciate that she doesn't hardsell but will advise and hear out reasons for my decisions, even going to the extent to help me strategize an investment-linked plan that generates dividends to support my other premiums.

Serene is also prompt and quick in her response whether it is a simple question or a developing situation. She has also continued to look after my existing plans when she changed companies.

As my young family continues to grow, she is still my preferred go-to financial advisor to take care of my various financial plans.

Client of Serene Seah

Ms Shirley

Teacher

I have followed Magdeline for many years. She has not only been a great financial adviser, but also a friend with whom I can chat over a cup of coffee. We've talked about everything from work to family. She is patient and friendly, always willing to listen to your financial concerns and offer the best solutions without hard selling. When I was worried about my retirement plan and will, Magdeline addressed my concerns immediately. I feel fortunate to have her as my financial adviser because she is very responsible. I highly recommend her to anyone seeking financial advice. You can ask her anything, and she will explain everything in detail until you fully understand.

Client of Magdeline Son

Mr Raven Bao

Working with Marvin Lai has been one of the most reassuring and empowering experiences of my financial journey. From the very first conversation, Marvin stood out not only for his deep technical expertise, but for the sincerity and care he brings to every interaction. His breadth of licenses and certifications is impressive on its own, yet what truly sets him apart is how effortlessly he translates that knowledge into clear, practical guidance tailored to my needs.

Marvin has a rare ability to make complex financial matters feel understandable and manageable. He listens intently, asks thoughtful questions, and never rushes the process. Every recommendation he provides is grounded in genuine understanding and a commitment to my long‑term well‑being. It’s clear that he takes immense pride in his craft and invests heavily in continuous learning — and as a client, I feel the benefits of that dedication every step of the way.

Client of Marvin Lai

Jacob

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Client of Derrick Chee

Mr. Raphael Reich

Managing Director at Dejavu Agency

I've had the pleasure of knowing Maeva for several years and during that time she has taken great care of all my insurance needs with her meticulous approach, friendly and approachable manner, and her solid and invaluable advice based on her wealthy experience in the business and because she is a very honest and caring human being.

Client of Maeva Huang

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jack’s professional expertise and genuine care make him a trusted advisor and a friend.

Client of Jack Chan

Mr Daniel

Dennis is knowledgable and always ready to find something that meets our needs. We are thankful for his help throughout the different stages of our lives.