Happy clients who have enjoyed the excellent service from our professional financial advisers.

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Mr Ng Kai Xuan

Senior Risk Manager at StoneX Financial Pte Ltd

Risk management is my career, so I will admit I came into this conversation with a healthy dose of skepticism. I have sat through enough sales pitches dressed up as advice to know the difference. Wei Qi was different from the start. He did not lead with products; he led with questions, taking the time to actually understand my risk appetite, my blind spots, and what I was trying to protect against, both personally and financially.

What I appreciated most was that he never rushed me into a decision. When I raised concerns, and I raised plenty, he addressed them directly instead of glossing over them, and was upfront about trade offs rather than only showing me the upside. That kind of transparency is not common, and it is exactly what someone in my position needs.

A year on, my insurance and investment plans finally feel coherent rather than cobbled together, and I have a much clearer picture of where the gaps and exposures actually are. If you are the type who needs to stress test every recommendation before trusting it, Wei Qi is the adviser who can actually stand up to that scrutiny.

Client of Ong Wei Qi

Ms Yan Jun

Executive

As a busy executive, I don't have time to second-guess my financial decisions — Wei Qi makes sure I don't have to. He took the time to understand my priorities and explained my options clearly, without any pressure. I finally feel like my insurance and investments are actually working together. Highly recommend him to anyone who wants a financial adviser who truly listens.

Client of Ong Wei Qi

Mr Ravi

Consultant at MINDEF

Efficient, reliable and committed to her service.

Client of Zenn Goh

Mdm Rosemary Lau

Assoc Assistant Sales Director at KF Property Network Pte Ltd

I write to thank and to share the fact that I have been very blessed to have Liu Ting Kin as my financial advisor and portfolio salvager.

Liu is compassionate, attentive, has the client’s best interest at heart. He is always there to listen, find solutions and deliver great results. He is trustworthy, assuring and accomplishes what he sets out to do to help his client.

More than 10 years ago, I walked through personal life crisis which left me vulnerable, in search of financial safety net and the need to create some passive retirement income. It was during that time I was approached by a banker who had suggested Equity Loan, ie reverse mortgage. The banker after clocking in his sales did not see my portfolio through, ie he left the bank. I was passed on to another relationship manager who had inadequate experience, did not take care of my portfolio and the advisor, analysts etc teams behind him made a huge mess leaving me in the red with bleak outlook. My other private financial officer was also missing in action and uncontactable.

That was when Liu Ting Kin, whom I had met years ago prior to my portfolio crisis appeared in my life again at the right time. Liu listened patiently, understood my dire situation, assured that he would and could help and started the journey of salvage. I heeded his advice and bravely ported my entire portfolio out of the bank to Synergy to be under the care Liu Ting Kin.

In this journey, Liu kept to his promise to watch over my portfolio carefully and conscientiously, updated me monthly of the performance of my investment in his care, which the bank did not do.

Today, my portfolio has not only been salvaged from the red, it has also become nicely profitable, and I can finally get out of the dark trap of Equity Loan.

Liu Ting Kin is a financial advisor I highly recommend.

Client of Liu Ting Kin

Mr. Akshay

Commodity Trader

Over the years, I have worked with a number of financial professionals, but what distinguishes Elden is the combination of his practical investing experience and his disciplined, long-term perspective on wealth management.

As an investor himself, Elden brings a level of conviction and credibility that is difficult to replicate. His recommendations are not purely theoretical; they are informed by real-world investment experience and a clear understanding of how markets behave across different cycles. This has given me greater confidence in the advice he provides and the strategies we have implemented.

Equally valuable has been his comprehensive approach to financial and retirement planning. Rather than focusing on individual products or short-term outcomes, Elden takes the time to understand broader objectives and develop a coherent strategy that integrates protection, wealth accumulation, investment management, and retirement readiness. His ability to connect these elements into a clear long-term plan has been instrumental in helping me make more informed financial decisions.

I have found Elden to be thoughtful, diligent, and highly professional in every interaction. He combines technical knowledge with the ability to communicate complex financial concepts in a clear and practical manner, enabling productive discussions and sound decision-making.

I would not hesitate to recommend Elden to individuals seeking a trusted adviser who brings both investment experience and a holistic approach to long-term wealth and retirement planning.

Client of Elden Wong