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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


Li Wenjun Olivia 李文君

Associate Director

About Li Wenjun Olivia 李文君

您好,我是 Olivia 李文君。2008 年以全额奖学金来到新加坡,并在本地最大公立医院 ICU 工作了 7 年。长期在高压与高度负责的环境中,练就了我的决策力,同时我深刻理解了风险、稳定与财务安全的重要性。也正因如此,我选择进入理财行业,希望能把“在问题发生后抢救”,变成“提前帮家庭避开问题”。医学背景带给我的,是对新加坡医疗体系的深度理解,对不同客户适合的医疗机构,专家以及治疗的专业严谨判断力,也是一种对每一个家庭都必须认真负责的态度。

进入理财行业后,我专注于 风险管理、保障架构、跨境家庭资产配置,并把医学时期的逻辑思维延伸到财富规划中。作为 金融顾问(FA),我不受任何单一公司限制,可从 150+ 金融机构 的方案中做深度比较,为客户搭建透明、可执行、长期可坚持的规划结构。我服务的客户多为在新加坡发展的专业人士、新移民家庭,以及需要更高精准度规划的企业主与高净值人士。他们的共同点是:不喜欢被推销,而需要一个站在他们立场、判断清晰、长期可靠的顾问。

我也在视频号、小红书、Instagram、YouTube(账号:奥莉私房话)长期分享新加坡的保障体系、财富规划逻辑与实用案例,希望让更多家庭在重要决策上少走弯路、拥有更高的确定性。如果您正在寻找一位专业稳健、真诚可靠、可以长期合作的顾问,我很愿意从一次轻松的交流开始,帮助您和家人建立一个更安心、更有方向的未来。

欢迎联系我-->请点击这里

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.