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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 Shen Jinli (沈金丽)

Financial Advisory Manager独立理财经理

About Chloe Shen Jinli (沈金丽)

Entering the financial industry in 2018, I've dedicated the past six years to delivering exceptional financial services. As an independent financial advisor hailing from a family with a strong research background - one of my family members being a scientist - I have a particular focus on catering to High Net Worth clients. This unique blend of scientific insight and financial expertise equips me with a solid foundation for navigating the intricate terrain of investments, insurance, and financial planning within this specialized sector.

What truly sets me apart is my unwavering commitment to objectivity, ensuring that every financial decision places your best interests front and center, devoid of biases or concealed motives. Your success is my utmost priority, and I prioritize your financial well-being above all else. You can place your trust in my comprehensive skill set, years of experience, and a client-centered approach, all tailored to steer you toward a more secure and prosperous financial future, with a specific emphasis on serving High Net Worth clients.

作为一名拥有六年金融领域经验,并在新加坡居住已逾13年的独立理财顾问,我一直将出身科研家庭的严谨细致和客观中立融入我的工作。

立足新加坡最大的独立理财公司,专注于海内外华人精英和企业家们,为海内外高净值客户家族办公室客户们提供度身定制的资产配置方案。

了解每位客户的独特需求,以客户为中心是我的服务宗旨。我会替您在整个市场,比对筛选,优中选优,帮您提供最合适的方案,助您实现财务目标。无论您是寻求家族传承、子女规划、退休养老,还是投资理财,我将为您提供最专业的建议和切实可行的战略,确保您的财务目标得以实现。您的满意,是我的努力方向!

我们不仅帮您做财富管理,寻求最适合的资产配置方案。

同时,我们持续招聘理财顾问,积极帮助新人成长并实现人生价值。

致力于打造新加坡最具有积极社会影响力、知识体系最硬核的华人精英保险团队!

 

  • 想了解更多?约一对一咨询!请点击这里
  • Interested to find out more? Come for ONE-TO-ONE meeting! Please click

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.