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.)
From Boardroom to Personal Finance
After 26 years in corporate finance - culminating as Regional VP Finance at a global travel retail multi-national corporation - I stepped away from the boardroom to redefine what true financial independence means.
Today, I help senior leaders and business owners apply the same strategic rigour used in billion-dollar decisions to their personal wealth.
Because financial planning isn’t just about numbers - it’s about clarity, confidence, and choice.
My mission is simple: to help you achieve the financial freedom to work for passion, not pressure.
Credentials & Milestones
✅ Chartered Accountant (Institute of Singapore Chartered Accountants, ISCA, 30 years)
✅ Bachelor of Accountancy, NTU
✅ IBF-Certified Financial Adviser (High Net Worth)
✅ 26 years’ experience across Asia, managing multi-country P&L and investment portfolios
✅ Top 3-5% Global Financial Advisers (MDRT, COT industry award winner)
✅ Associate Financial Consultant, AFC
✅ Representative Member of the Association of Financial Advisers (Singapore) - AFA(S)
How I Work
I bring a CFO’s mindset to personal finance - combining deep analysis with human understanding. Through my proprietary PNL Method (Protect • Nurture • Liberate), I translate your goals into a clear plan that safeguards today and liberates tomorrow.
“Numbers tell your story - I help you make sure it’s one worth living.”
Ready to redefine your financial freedom?
Book a 20-Minute Discovery Call, WhatsApp me @ 9436 3525 or email me: lilyfung@fapl.sg
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.