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.)
2015年开始从业，有超过10年的理财规划经验
Started working in financial industry since 2015, with more than 10 years of experience in financial planning
新加坡保险.投资.理财.信托等全球资产配置, 一站式，专业，独立。
Singapore insurance, investment, wealth management, trust and other global asset allocation, one-stop, professional and independent.
2007年移民定居新加坡的中国新移民，热爱简单的生活，乐于帮助他人，喜欢运动健身；恪守诚信，以客户利益为中心。
Chinese immigrant who has immigrated in Singapore since 2007, loves simple life, is willing to help others, likes to exercise and keep fit; abides by integrity and focuses on the interests of customers.
我的使命是帮助客户建立正确的理财观和方法论,实现财务健康。
My mission is to help clients establish correct financial management concepts and methodologies to achieve financial health.
我的定位：
为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。
My Target：
Provide unbiased, professional, one-stop comprehensive financial consulting services for individuals and enterprises, and provide customers with high-quality wealth management and financial planning solutions.
保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)
新加坡金融管理局注册牌照金融公司：（Registered and licensed financial company by the Monetary Authority of Singapore）
新加坡最大的独立理财顾问公司（Singapore's largest independent financial advisory company）
Financial Alliance(鑫盟理财) , 20年经验.
我们公司的业务伙伴️：（Our Partners:)
18家寿险公司（AIA/FWD/HSBC Life/Income/Manulife/Tokio Marine等）
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险、女佣险等等）
4家基金交易券商平台(Havenport, iFAST奕丰, FAME辉立, Navigator/Grow with Singlife)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐)
FIT 财务规划，量身定制，财务健康，财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理18家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)
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.