Are Your SRS Savings Sitting Idle and Losing Value against Inflation?
Optimise your SRS savings through long term investments to maximize returns for your retirement needs.
Optimise your SRS savings through long term investments to maximize returns for your retirement needs.
SRS is a voluntary scheme to encourage individuals to save for retirement, over and above their CPF savings.
SRS contributions are made over and above CPF contributions, and enjoy tax relief as well.
You can grow your SRS funds exponentially through long term investments, which could better increase your investment value to give you a more comfortable retirement.
But are Your SRS Savings Sitting Idle?
Are you losing out on opportunity cost?
By saving your hard-earned money in SRS without investing, you may potentially lose out $365,091 over the long run. Talk to your consultant to customize an SRS plan for you.
Depending on your objectives, there are multiple financial solutions to invest your SRS savings
20 approved products from 6 insurers
We have more than 1400 solutions, to suit your every needs
With over hundreds of financial solutions from 70 asset management companies and 6 insurance companies, we can help you to narrow down the options and optimise your SRS savings to suit your needs best.
(All information on investment and insurance products are correct as of 1 October 2023.)
Joining the financial advisory firm since I graduate from university in 2008 is one of the right choice I've made. Being in the industry for more than 10 years, friends has become clients, clients has become friends too. Sometimes going for appointment is like going for a gathering with friends to catch up with them as it's been a while since we last met. To be able to help them and their love ones to find the direction to their financial goals is a great achievement in me. Being a mother of 2 now, I'm able to balance my work and family through the trust, support and understanding of my clients is one of the reward that I achieve from my past efforts. Things got easier and I enjoy what I do everyday even with the stress that I need to manage. ^v^
Experience
Aug 2019 to Present
– Financial Advisory Manager at Financial Alliance Pte Ltd
Sep 2008 to Jul 2019
– Senior Financial Services Consultant at Professional Investment Advisory Services Pte Ltd
Professional Certification
– Certified Financial Planner (CFP) by Financial Planning Association of Singapore (FPAS)
Let us assist you with all the calculations. Ride on an exciting investment journey with us!
Singapore's most progressive financial advisory firm with more than 20 years of excellence.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
We have been practising as Singapore's leading financial advisory firm for more than two decades.
Learn MoreWe work with dozens of product providers so our consultants can bring the most comprehensive solutions to clients.
Learn MoreWe are fully MAS-regulated so you always have peace of mind. Our track record speaks for itself.
Learn MoreBy definition, a FA firm is one that sells the products from more than one insurer or business partner.
However, you should consider whether the FA firm can ensure that financial advice given is free from the undue financial influence.
Ever since our founding more than two decades ago, Financial Alliance is committed to offer impartial and client-centric financial advice.
We have your best interest at heart and will leave you to make your decision.
If suitable and impartial financial advice is what you seek, then you should only engage a trusted FA firm.
At Financial Alliance, we are dedicated to offering our clients the best financial advice.