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.)
BUSINESS & WEALTH SUCCESSION | ONE TRUSTED ADVISER, ONE-STOP HOLISTIC SOLUTIONS FOR CONTINUITY BEYOND THE FOUNDER
ONE TRUSTED ADVISORY RELATIONSHIP. ONE HOLISTIC PLAN. BROAD SOLUTION ACCESS.
Sofan Tan
Generational Wealth Architect™ |
Certified Estate Planner |
AEPP® | AWP | BBA |
20+ Years in Wealth Management |
Consultant, Financial Alliance Pte Ltd
For founders and high-net-worth families, privacy, time and coordination matter.
I provide holistic planning advisory across business succession, wealth succession, investments, protection, estate planning and intergenerational wealth transfer, guided by TWG™ OS.
Financial Alliance provides the one-stop solutions platform and implementation support.
Instead of seeking several disconnected advisers and providers, you work through one primary advisory relationship and one coordinated planning process.
This reduces fragmented advice, duplicated fact-finding, repeated KYC processes and unnecessary sharing of sensitive family and financial information.
Your business interests, family needs, personal wealth, protection arrangements and succession objectives stay connected to the same plan.
PREPARING THE ASSETS FOR THE NEXT GENERATION, AND THE NEXT GENERATION FOR THE ASSETS
Many founders have an investment plan, insurance policies, a will, trust arrangements or business agreements.
Yet these arrangements often operate separately.
Gaps emerge when ownership, leadership, family roles, estate liquidity and decision authority do not work together.
A succession plan identifies who takes over the business.
A wealth succession plan addresses how family wealth, responsibility and decision-making pass across generations.
An estate plan determines how assets transfer during incapacity or death.
Insurance provides protection and liquidity during critical events.
Investment planning supports capital preservation, growth and future income needs.
My role is to connect these areas through one holistic wealth plan.
WHO I HELP
I work with:
WHAT I HELP YOU ADDRESS
BUSINESS SUCCESSION PLANNING
Clarify the future ownership, leadership and direction of your business.
The planning process addresses founder dependency, successor selection, leadership readiness, ownership transfer, funding requirements and contingency arrangements.
WEALTH SUCCESSION PLANNING
Coordinate the transfer of personal and family wealth with the transfer of responsibility.
This includes beneficiary priorities, liquidity needs, decision roles, family expectations and successor preparation.
HOLISTIC WEALTH PLANNING
Connect your investments, insurance, retirement needs, business interests, estate arrangements and legacy objectives.
Your plan reflects your financial position, family circumstances, liquidity needs, risk capacity, values and long-term priorities.
ESTATE AND LEGACY PLANNING
Review how your assets would be managed and distributed during incapacity or death.
Planning areas include wills, trusts, nominations, lasting powers of attorney, estate liquidity and beneficiary arrangements, supported by appropriate legal and professional specialists.
WEALTH PROTECTION AND INVESTMENT PLANNING
Align protection and investment decisions with your family responsibilities, business exposure and long-term objectives.
The focus stays on protecting capital, managing risk and supporting responsible wealth stewardship.
MY GOVERNANCE PERSPECTIVE
My advisory approach is guided by Total Wealth Governance™ and TWG™ OS.
TWG™ OS connects four forms of family capital:
FINANCIAL CAPITAL
Assets, structures and liquidity.
HUMAN CAPITAL
Capability, character and accountability.
SOCIAL CAPITAL
Trust, relationships and reputation.
DECISION CAPITAL™
The family’s structured capacity to make unified, values-aligned decisions across the Four Capitals and across generations.
This governance perspective aligns wealth structures with people, values and decision capability.
Governance directs.
Succession prepares.
Continuity preserves.
THE FINANCIAL ALLIANCE ADVANTAGE
I provide the holistic planning advisory.
Financial Alliance provides access to a comprehensive range of financial services, solutions and professional resources.
This one-stop approach supports coordinated planning across investments, insurance, estate planning and business succession.
You gain one central planning relationship instead of managing separate conversations without a common direction.
Planning begins with your purpose, priorities and risks. Solutions follow only after the overall strategy becomes clear.
WHAT YOU RECEIVE
CLARITY
A clear view of your priorities, planning gaps and next actions.
PRIVACY
Fewer disconnected conversations, reduced duplication and more controlled sharing of sensitive information.
COORDINATION
A connected approach across business succession, wealth succession, investments, insurance and estate planning.
PROTECTION
Planning for business disruption, incapacity, premature death, estate liquidity and financial risks.
CONTINUITY
A structured plan supporting the transfer of wealth, responsibility, values and decision capability across generations.
MY PROFESSIONAL FOUNDATION
I hold a Bachelor of Business Administration and professional qualifications as a Certified Estate Planner, Associate Estate Planning Practitioner and Associate Wealth Planner.
My work draws on more than 20 years of wealth-management and advisory experience.
As a Consultant with Financial Alliance Pte Ltd, I combine holistic planning advisory with access to the firm’s broad solutions platform and specialist resources.
MY PHILOSOPHY
Wealth is a tool, not a destination.
Purpose before products.
Clarity before complexity.
Prepare the family before transferring the wealth.
Govern your wealth. Guard your values. Grow your legacy.
START A PRIVATE CONVERSATION
If you are preparing for business succession, retirement or an intergenerational wealth transfer, a private strategy conversation will help identify whether your business, family and wealth plans work together.
Email: sofantan@fapl.sg
LinkedIn: www.linkedin.com/in/sofantan-cep
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.