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.)
Calvin is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.
He was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by the Financial Planning Association of Singapore for financial planners in Singapore recognized for his financial planning excellence in Banking, Insurance and Financial Advisory sectors.
Calvin is also a 4-time recipient of the highest-tier FA Quality Class - Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.
He is also a Qualifying member of the prestigious Million Dollar Round Table (MDRT) and is recognized internationally as the standard of excellence in the financial advisory industry.
For more than 10 years, Calvin has to-date served 350 clients in all areas of wealth management, such as investment planning, retirement planning, risk management, insurance planning, mortgage planning, loan advisory, tax planning, business continuity planning, and estate planning.
“I help my clients grow their Wealth, protect their Wealth, and make Retirement a sweet victory for them.”
His clients come from different walks of life from business owners, doctors, lawyers, professionals, managers, executives and technicians (PMETs) and their families.
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.
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