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. Chris Medrano

Tehnical Specialist at Austco

Mr. Elden possesses exceptional expertise in investment, insurance, and financial planning. His enthusiasm for providing top-notch service to his clients is truly commendable. He takes the time to thoroughly understand his clients' needs, conducts detailed research, and offers well-informed, tailored advice.

Working with Mr. Elden is a pleasure, as he is both approachable and understanding. I highly recommend him to anyone seeking a knowledgeable and dependable financial advisor.

Client of Elden Wong

Ms Cassandra Goh

Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!

Client of Danny Lee

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 Weng Kang (ex Andrew Lee Unit)

Founder at XIO SG Pte Ltd

Becoming a Financial Adviser was my first career as I decided to join Andrew Lee unit back in 2016, being new to the industry, each time I met with obstacles, Andrew and his team will always be there to help and provide support to ensure that you do well in this career path. Through the guidance of Andrew and his team I have learnt many skills and knowledge in this industry which I am able to apply it in my future growth, even up to date, all the skills and knowledge I have acquire is still relevant and help me greatly in my future planning’s. Once again, I want to thank Andrew for always being there to support me throughout my time in Synergy. It was a wonderful experience. Wishing you best of luck to achieve your desires.

Client of Andrew Lee

Mr Thomas

Vice President

I first knew Derrick through ICT and his warm and genuine personality struck out during that time. He is never aggressive in promoting his plans and in fact it’s his genuine concern on ensuring that his clients/friends are sufficiently covered for any medical emergencies that won over me. Slowly, together we have since built a portfolio that ensures that I have do not leave any commitments/liabilities to my family should anything happen. He has also ensured that from a retirement perspective, I am comfortable financially. I have recommended several friends to him and they all share the same perspective that his genuinity and commitment is what that stands out amongst all the financial planners they know so far. Keep up the good work Derrick!

Client of Derrick Chee

Mr Shanger

NSF

A friend of mine introduce me to Rayers in the year 2019 and from that date till now Rayers has been saving my money in a huge amount. Because I am a day trader and I learn the fundamentals a lot however I always get greedy when it comes to taking profit so I end up losing upto $69k USD.. however after Rayers comes in to our lives and talk is through on how and when we should be investing our money with important rules especially with the help of his IFAST platform! I started reducing my losses. I do the RSP of IFAST monthly and it’s very flexible and convenient according to my needs. The fees are low! And initially I was skeptical too because when I deposit in iFAST in the year 2019 I was on a loss and I still remember that the fund was BlackRock. Now it’s 1 year passed Rayers has switched my funds probably at least 4 times and I am in my green zone profiting!! Best part is that he actually texts us on why he is switching funds and explaining the fundamentals behind his act! Which actually also gave us more knowledge on the world affairs and every funds purpose. I am 25 years old and I am investing for 7 years. However I have never come across such a Financial Advisor before. Rayers is probably the 1 in a million FA to actually go to the extra mile just to make sure his client learns and earns the same time! Thank you Rayers for introducing me to IFAST! I will definitely recommend his service to anybody as long as you are driven to invest on a monthly basis!

Client of Rayers Sia

Ms Valerie Ng

Interior Designer

Magdeline's expertise, professionalism, and dedication have truly made a positive impact on my financial well-being. Her ability to listen attentively and understand my specific needs immediately put me at ease.

Currently she is handling my family members's portfolio, would definitely recommend her to anyone seeking expert financial guidance and support.

Client of Magdeline Son

Ms Stella Lee

Purchaser at Courtyard By Marriott

I’ve always believed that this profession requires the person to be empathetic, trustworthy, ethical and meticulous. Derrick has gone beyond these qualities during these years consistently and thus, a very reliable professional. I am both glad and relieved to be in good hands.

Client of Derrick Chee

Mr Mohamad Ismail

Process Specialist

Appreciate Jiamin's non-biased advice from day one! Unlike other agents I’ve met who try to push me plans I may not need, Jiamin took time to highlight what’s most important for me - my hospital plan. I am thankful to have followed her advice to secure my coverage, as later on, when I had to claim for two surgeries (the bills amounted to about $10k), my plan allowed me to waive off most of this amount. While making the claim, there were also some admin issues to handle and Jiamin was there at every step to guide me through and check on anything that needed clarification asap with the insurer/ clinic.

For my investments, Jiamin is also very dedicated and sends me regular reports to update on performances. I highly recommend Jiamin to all those looking for insurance and investments, as she is easygoing and dependable!

Client of Teo Jia Min

Mr Bertrand Wong

Reward Analyst at Schneider Electric Asia

Ruihan is very proficient at his work and is always willing to go the extra mile to understand my needs as a client, and to make sure I understood clearly the products that he was recommending to me. He is also very friendly and approachable, and is genuine in helping his clients

Client of Kuah Rui Han

Ms M Meng Yao

Consultant

Roger is very helpful in explaining various health insurance and financial products to me. He took his best effort in explaining the rationale and principles, comparing various products, and is extremely patient with my doubts and queries. He always takes the initiatives to advise me promptly when market is fluctuating and help with fund switching/policy review/update in a timely manner. Really appreciate Roger to be with my financial planning journey. Thanks a lot for his knowledge, experience, dedication and professionalism.

Client of Roger Lim

Ms Li Li

Derrick was recommended by a close friend and has been helping my family with our insurance matters for the past 3 years. He is prompt in follow up and helpful when required. Approachable and friendly guy.

Client of Derrick Chee

Mr Benson Lee

Project Specialist at Vortex Corporate Management Pte Ltd

I am thrilled to share my experience working with Eva Tan as my insurance agent. [He/She] has been an absolute gem, making the often complex world of insurance feel simple and manageable.

Eva Tan not only possesses an impressive knowledge of the insurance industry but also has an extraordinary ability to tailor solutions to meet individual needs. She took the time to understand my specific situation, patiently answered all my questions, and provided me with a sense of confidence in my coverage choices.

What sets Eva Tan apart is her unwavering commitment to client satisfaction. [He/She] is always prompt, reliable, and ready to assist, making the entire process smooth and stress-free. Eva Tan truly goes above and beyond to ensure that her clients are not just covered but genuinely understood and cared for.

I wholeheartedly recommend Eva Tan to anyone in search of a dedicated and knowledgeable insurance professional. Thank you, Eva Tan, for your outstanding service and for making insurance a breeze.

Best regards, Benson Lee

Client of Eva Tan

Mr Tan You Yan

Having recently graduated, looking for insurance products to insure myself was a key milestone towards adulthood. April was recommended by a close friend of mine. She was extremely patient and provided me with in-depth knowledge through comparisons of different policy plans. Through our sessions, she never once hard sold any products, rather, she showed genuine concern and experience in handling my queries and concerns. This gave me confidence that the products she recommended were in my best interest. I would definitely highly recommend her to anyone looking for a dedicated financial advisor.

Client of April Lim

Mr Mark Hudspeth

Consultant at Allen & Gledhill

Incredibly knowledgeable and friendly, really went the extra mile! Would happily recommend him to others.

Client of Kayden Khoo

Mr Leow Chun Wei

Air Warefare Officer at Republic of Singapore Air Force

Jack's meticulous approach considers all aspects of your financial situation, including factors like social influence. As an independent advisor, he offers unbiased recommendations, reducing my premiums by 57.3% while increasing coverage by 50%.

His bite-sized market updates keep me informed, and he welcomes discussions to refine strategies, ensuring personalized, proactive financial planning for a secure future.

Client of Jack Chan

Mr Yeo Yih Xian

Student

Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.

Client of Rayers Sia

Ms Jo Tan

Director at Huttons Asia Pte Ltd

From the moment we began working together, it was clear that Elden possessed a deep understanding of wealth management and financial planning. His expertise, combined with a genuine dedication to my financial success, has made all the difference in my wealth-building journey.

Elden takes pride and the time to thoroughly understand my financial goals, risk tolerance, and long-term aspirations. This personalized approach has resulted in a tailored strategy that aligns with my needs. Whether it’s optimizing my investment portfolio, planning for retirement, or protection planning, Elden has consistently provided me with sound, strategic advice that has delivered tangible results.

His remarkable ability to break down complex financial concepts into clear, understandable terms has been invaluable, especially when making important decisions to stay invested in the highest quality funds with proven long term track record in present volatile markets instead of panic selling and cutting losses.

In addition to his professional expertise, Elden is brings a level of integrity and trustworthiness that is truly rare in this industry. He genuinely cares about my holistic financial well-being and works tirelessly to ensure that my wealth is not only preserved but also positioned for growth.

Overall, I couldn’t be happier with the service I’ve received and this has been instrumental in helping me achieve my financial goals, and I look forward to continuing our partnership for many years to come. I wholeheartedly recommend Elden to anyone seeking a competent, trustworthy, and client-focused Financial Adviser.

Client of Elden Wong

Mr Ang Kok Hwa

IT Director

I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan.

Client of Roger Lim

Mr Keith

Director

I am incredibly thankful for the outstanding service provided by Sheena. Her depth of knowledge and expertise in the insurance industry have been instrumental in securing the right coverage for me. Sheena took the time to patiently explain all my options and guided me towards the perfect solution tailored to my needs. Her professionalism and commitment to ensuring I have the best coverage possible truly distinguish her. I wholeheartedly recommend Sheena to anyone seeking reliable and trustworthy insurance assistance.