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.)
You know, I've always been a numbers person. Maybe it's because I'm an engineer by training. That analytical side of me is exactly what I bring to the table when it comes to financial planning. I don't just look at the surface; I dig deep, analyze the data, and make sure every piece of the puzzle fits together perfectly. It's how I ensure my clients get the best possible outcomes.
My journey to becoming a financial advisor wasn't a straight line. I actually started in insurance, spending over 17 years helping people protect what they'd worked for. But I realized I wanted to do more. I wanted a platform that allows me to access a wider range of product from multiple channels to optimize my clients' portfolios. Deriving the most value for each premuim dollar becomes a reality. That's what led me to where I am today, and since 2005, I've been laser-focused on helping people like me – pre-retirees, retirees, and others – build wealth, protect what they've earned, and create reliable income streams.
What really sets me apart, though, is how much I care. I treat every client like family. I listen to your concerns, understand your goals, and then create a personalized plan that reflects your unique values. No cookie-cutter solutions here. And I'm always upfront and transparent – you'll understand every step of the process. If you're looking for a financial advisor who's both an expert and someone you can truly trust, let's talk. I'd love to hear your story and see how I can help you achieve your financial dreams.
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.