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 Chun Hao

Engineer

I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.

Client of Tan Yi Jun

Mr Lester Lim

Music teacher

From our very first meeting, it was clear that Elden genuinely cares about his clients. He took the time to thoroughly understand my financial goals, personal circumstances, and risk tolerance before crafting a tailored strategy that well aligned with my needs. What truly sets him apart is the attention to detail and the ability to explain complex financial concepts in a way that is easy to understand, making me feel confident and informed about every decision.

Elden has consistently demonstrated an exceptional ability to navigate the ever-changing Financial Landscape. He has not only helped me grow my wealth but also provided peace of mind knowing that my financial future/portfolio is in capable hands.

If you are looking for a financial adviser who combines deep financial knowledge with a personal touch, I highly recommend Elden.

Heartfelt Thanks Elden and Continue the great performance!

Client of Elden Wong

Ms Shin Liew

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!

Client of Ewald Teo

Mr Kc

Retail Assistant

Aaron goes above and beyond in his service delivery and is clear, concise, and patient in explaining the policy terms and offerings. His product knowledge is impeccable. His friendly demeanor is disarming and he tries his best to get to know me before advising on what I need.

Client of Aaron Chua

Ms Joan Ng

F&b Admin Officer

Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance.

From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms.

I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients.

I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)

Client of Teo Jia Min

Mr John Tharmarajan

Technician at Exxonmobil Chemicals Pte Ltd

Yvette has been excellent in her follow up. She has always kept in touch with the changes in investment, new investments that was coming up as well update information on new products that is applicable for my needs.

Client of Yvette Yap

Ms Yingying

Regional Head Of Local Communications at Ninja Van

I’ve known him a lifetime ago, and he’s been taking care of me ever since. That’s why he’s my chosen one for the preparation of my rainier days on my sunnier days. He’s always gentle with me and he’d never push anything that he doesn’t believe to be suitable for me at different phases of my life. Very thankful to have him alongside me.

Client of Kayden Khoo

Mr Fong

Elden Wong has been working with us for a year now, and I’ve been happy with how things are going. He’s helped me manage my investments, especially in unit trusts and the U.S. stock market, and his advice has been aligned with my goals.

What I appreciate is how easy he is to speak with. He takes the time to explain things clearly and never rushes through anything, which makes it a lot easier for me to understand what I’m investing in.

In just a year, I’ve already seen some growth in my portfolio, and I feel confident knowing my money’s in good hands. I’d definitely recommend Elden to anyone looking for a reliable and down-to-earth financial consultant.

Client of Elden Wong

Mr Alvin

Customer Service

I feel completely comfortable with Jarius since he is not aggressive and does not encourage you into purchasing things you do not require. I believe he actually concerns about the clients' well-being. Usually I don't have much time to analyse insurance and investments, but Jarius has always taken the time to guide me and tell me of my alternatives so that I can make an informed judgement. I also appreciate that he went the extra mile to provide value added service and his great after-sales service.

Client of Jarius Kan

Mr Alexander Theo

Senior Price Reporter (iron Ore) at Fastmarkets MB

Danny and I go way back to when he first started off as an agent. What I'm most impressed by Danny is that he is meticulous and really able to break things down for the average layman. He knows how to explain the technicality of various finance products an reassures his clients (like myself). Danny has high morals and integrity as well because every thing will be made clear and if there are still blurry lines, he will not ask for a signature at all. Danny is truly a professional in his field and never fails to follow up on his clients' needs. Old school local slang to describe Danny would be "He really very steady one! Not steady bom pipi type!" Thank you again Danny for assisting me all these years with my health and wealth portfolios.

Client of Danny Lee

Ms Joan Lim

Head, Enterprise Sales

Maeva is very dedicated, prompt and most importantly knowledgeable. She is not the typical FA that will hard sell the products without understanding your needs. She always put her clients before her commission and that's what i will call professional. As my work requires me to travel very frequently, Maeva will make it a point to hunt me down for annual review sessions. For this dedication and level of service provided, I will highly recommend her services to my friends and clients. Keep up the good work Maeva! We are blessed to have you as our FA!

Client of Maeva Huang

Mr Harish Jothimani

Chandrika has been very helpful and timely in her support.

Client of Chandrika

Mr Melvin Tan

Marketing Manager

Cheryl is first of all very attentive in understanding her client's needs and life trajectory. This helped inform her proposal of how to structure our insurance and financial planning. She also used very simple and concise language in her explanation of the jargon because I've personally felt it very difficult to understand financial terms and conditions. All in all, I would definitely recommend speaking to her if you need to sort out your protection and financial investment matters.

Client of Cheryl Huang

Mr Loh Wei Hau

Tier 3 It Support at PTW

Patience, understanding, polite and professional. Can explain complicated issues in simplest manner yet maintain the professionalism standard.

Client of Maeva Huang

Mr Erwin Lee

Project manager at MCast Engineering Pte Ltd

I'm friends with Ewald for more than 15 years. He is always dedicated to his job and takes it seriously. Whenever I have queries, he will patiently explains it to my full understanding. Ewald shows that he cares and tries his very best to accommodate.

Client of Ewald Teo

Mr Srinivasan

Engineer

Alfred has been very responsive and helpful to answer any queries. He is very patient and willing to answer all the question in details and gives you the right solution. Attends to you even at odd timing when needed. I can rely on him for financial and Insurance related matters. I always received excellent service from him. Thank you for providing great service Alfred!

Client of Alfred Seng

Mr Donald Ho Shinq Chyuan

Civil Servant

Impressed with Jia Min's professionalism since the moment we first met up. There was no beating around the bush and she clearly articulated the essences and benefits of the services provided to me. Even the current Covid-19 situation did not deter her dedicated outreach to her clients. Keep up the good work 👍🏼

Client of Teo Jia Min

Ms Sandra

Kok Lun is a conscientious agent and frequently keeps me up to date on new insurance policies. Whenever I asked him questions on my policies, he will always reply promptly and accurately. He listens and only introduces plans that suit the needs and budget of his clients. He makes the effort to send his clients messages and constantly remind them to be fully covered. He is always open to advising and finding out on other insurance plans. I have introduced him to my sister, which shows that I have absolute trust in him. Keep up the good work!

Client of Tan Kok Lun

Ms Kris Lim

Sales And Supply Support Manager at IKANO Pte Ltd

Garrick is very friendly and and have been very patient towards his advices and sharing. He’s committed and responsible. Takes pride in what he’s doing and with a heart hoping that those whom he spoke to is able to worry less financially as we step into elder years.

Client of Garrick Lin

Ms Hui Chee

Quantity Surveyor

I was referred to Jiamin by a fellow friend as I am a PR here without any medical plans in Singapore. Jiamin offers good service and clear explanation for my insurance queries. Thank you!