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.)
David Wu: Financial Coach, Certified Financial Planner & Life Enthusiast
With over 15 years of international banking and financial services experience, David Wu is a dedicated financial coach and certified financial planner committed to empowering individuals to take control of their financial lives. His mission is to demystify complex financial concepts, helping clients right-size their resources and explore a broader spectrum of life choices.
As a passionate advocate for financial literacy, especially among underrepresented communities, David combines holistic, unbiased advice with practical strategies rooted in his belief that living a simple, purposeful life is the key to true financial independence. He is the founder of minimalistinthecity.com, promoting minimalism as a pathway toward clarity, purpose, and financial freedom.
Beyond advisory work, David contributes actively to the digital finance space through platforms like CPF, The Financial Coconut, and iFast, sharing insights that foster financial wellness and literacy. His approach centers on building lasting relationships, walking side by side with his clients on their journey towards financial clarity and personal fulfillment.
A firm believer in "living a simple and meaningful life," David helps clients discover their ikigai and craft tailored financial plans aligned with their passions. His dedication to education extends beyond one-on-one coaching—he frequently speaks at conferences, seminars, and community events, inspiring audiences to embrace deliberate financial and life choices.
When he's not guiding clients or sharing insights, David enjoys adventures in nature, with aspirations to climb Mt. Kilimanjaro and trek across Patagonia—reminding us all to seek fulfillment through exploration and purpose.
Let's collaborate to unlock your financial potential or inspire others to take charge of their financial future.
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.