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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


Moonie Tan 陈玟霓

Financial Advisory Manager

About Moonie Tan 陈玟霓

I believe in walking the talk. I position myself as the 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝘁 anyone would turn to, for 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀.

My purpose is to provide clear, effective, and holistic financial consultation that empowers individuals and families to build, preserve, and enjoy their wealth with confidence.

How? I empower individuals to take control of their financial future: whether through building lifelong passive income, creating a debt-free retirement, or ensuring a lasting legacy for their loved ones.

As a Financial Services Manager, I also guide mid-career professionals in making a successful switch to the financial services industry. I mentor them to become self-employed, design their own income potential, and enjoy the flexibility of work-life balance.

🔑 What does retirement mean to you?
– Becoming debt-free?
– Having enough passive income to sustain your lifestyle for life?
To me, in financial context:- Retirement is the point where your money works for you, giving you a continuous income and the security to live without financial worry.

If you’re ready to explore financial freedom or a purposeful career in financial services, let’s connect.

My personal achievement: I achieve personal financial freedom at the age of 30.

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.