Illustration

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 am an accomplished financial services professional since 2020. From my humble beginnings in Batu Pahat, Johor, Malaysia, as the youngest of 10 siblings, to achieving financial freedom at the age of 30, my journey is an inspiring testament to resilience, adaptability, and strategic wealth management.

At just 7 years old, I was sent to Singapore to pursue my education. Growing up, I frequently moved houses, which sparked my lifelong aspiration to own a home. By the age of 22, I had already purchased my first property. Today, I reside in a landed freehold property in Singapore’s District 15 and owns multiple condominiums in Johor Bahru, Malaysia.

My career began in 1998 as a Singapore Airlines stewardess. At 25, I married a businessman and embraced family life while navigating my path to financial independence. My passion for financial literacy led me to the financial advisory industry, where I made a successful mid-career switch just. I quickly established myself as a high-achieving financial planner, earning multiple accolades, including 3 MDRT (Million Dollar Round Table) qualifications and 2nd runner-up in the last company as Top Rookie 2021.

A dedicated mother of four, I seamlessly balances career and family. I firmly believe that financial planning should empower individuals to achieve both wealth and a fulfilling personal life. Whether mentoring mid-career switchers or helping high-net-worth clients manage their assets, I remain committed to wealth accumulation, preservation, distribution, and legacy creation.

With my extensive experience, strategic mindset, and heart for financial education, I continue to transform lives by advocating financial literacy and providing effective financial solutions.

Maximize your SRS funds with us today.

Let us assist you with all the calculations. Ride on an exciting investment journey with us!



financial alliance logo

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.

Learn More







Serving more than 100,000+ consumers and corporates

We have been practising as Singapore's leading financial advisory firm for more than two decades.

Learn More

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.

Learn More

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.

Learn More

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.