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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.

What is the Supplementary Retirement Scheme (SRS)?

  • 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.

 
 

Congratulations on your Tax Savings by contributing to SRS

But are Your SRS Savings Sitting Idle?

Opportunity Cost, In The Long Run (20 years)


 
 

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.

 
 

 
 

How to Invest Your SRS Savings?

Depending on your objectives, there are multiple financial solutions to invest your SRS savings

 
 

20 approved products from 6 insurers

Insurance

 
 

We have more than 1400 solutions, to suit your every needs

Investment

How To Optimise Your SRS Savings


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.)


Meet Your Trusted Financial Adviser Representative


Chloe NEO

Associate Director

About Chloe NEO

With over 15 years of dedicated experience in the banking and financial services industry, I have established a proven track record of success in leading teams to achieve sales management excellence. My leadership style emphasizes collaboration, mentorship, and a commitment to fostering high-performing teams.

I am deeply passionate about training and coaching advisors who aspire to become impactful speakers in the financial planning industry. Guided by the belief in "The Power of Gratitude," I approach every aspect of my work with appreciation for the opportunities to make a positive impact. I am dedicated to empowering my team members to excel, fostering a culture of continuous learning, and inspiring others through public speaking engagements on topics of financial planning and personal growth. Let's connect and explore how we can collaborate to achieve mutual success.

Key Strengths:
* Leadership Excellence: Known for my strong leadership abilities, interpersonal skills, and talent for motivating and managing teams to excel. I have a proven track record of cultivating high-performing relationship managers who consistently surpass targets and deliver exceptional results.
* Extensive Financial Expertise: With a deep understanding of financial planning, wealth management products, banking operations, financial costing, and P&L management, I leverage my knowledge to craft and execute impactful business strategies, driving profitability and success.
* Passionate Public Speaker: As a passionate advocate for public speaking, I specialize in delivering value-added presentations to diverse audiences, including the public, corporate clients, and stakeholders. I believe in sharing insights and knowledge to empower others to achieve their financial goals and aspirations.

Maximize your SRS funds with us today.

Let us assist you with all the calculations. Ride on an exciting investment journey with us!



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Introducing Financial Alliance

  • 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.

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Serving more than 100,000+ consumers and corporates

We have been practising as Singapore's leading financial advisory firm for more than two decades.

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Partnering leading insurers and
fund houses for more choices

We work with dozens of product providers so our consultants can bring the most comprehensive solutions to clients.

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Proudly championing quality with your best interests in mind

We are fully MAS-regulated so you always have peace of mind. Our track record speaks for itself.

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Frequently Asked Questions

By 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.