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.)
| Certified Estate Planner
|20+ Years in Wealth Management
| Holistic, Personalized Wealth Strategies
| All-in-one Solution from Singapore's largest FA
👨👩👧👦 Empowering You To Build Financial Security And A Lasting Legacy
I get it. A decade in Asian IT sales taught me resilience — the dot-com crash taught me reinvention.
The dot-com crash reshaped everything, showing me the need to take control of my own financial future.
That turning point led me to wealth management, uncovering my passion for guiding others to grow and protect their financial futures.
💎 Lessons learnt: "Don't just work hard for the money, but make money work smart for you."
Estate and legacy planning deepened my purpose: true wealth means more than numbers — it’s securing your family’s story and values for generations.
Now I combine two decades of experience with a client-first, heartfelt approach.
I focused on what matters most — balancing financial growth with real-life protection.
👨👩👧👦 Today, I help families design holistic wealth strategies that endure through change.
🎯 My vision: I believe wealth should empower family values and create lasting legacies.
Holistic planning empowers you to:
🌟 Grow, protect, and preserve your wealth in alignment with your values, vision, purpose, and goals.
🌟 Navigate life’s uncertainties with confidence via risk-managed strategies.
🌟 Engage in a comprehensive, top-down, and goal-driven approach.
🎯 You'll get:
✅ CLARITY ⇒ from tailored strategies — wealth growth, protection, and preservation aligned to your objectives.
✅ PROTECTION ⇒ from unexpected risks — liabilities, life events and market volatility — so you can focus on what matters most.
✅ PEACE OF MIND ⇒ from understanding hidden risks — blind spots and portfolio vulnerabilities — so you can protect what you’ve built, and what’s still to come.
💎 Here's what my clients told me matters most:
➡️ Clear strategies that work: I restructured one client's portfolio and and re-balanced regularly, doubling his returns in 5 years.
➡️ Protection when it matters: When a client was diagnosed with cancer and lost her job, her critical illness waiver kept her coverage intact.
➡️ Fiduciary advisory that puts the client’s interests at heart — not just pushing product sales.
➡️ Educating Clients on the risk of the products purchased — not just the benefits.
➡️ Estate plan that protects their assets and provide liquidity during crisis - providing them peace of mind.
🤝 If these concerns resonate with you, let’s together build a wealth blueprint for your legacy.
📧 Email me @ sofantan@fapl.sg
➡️ www.linkedin.com/in/sofantan-cep
Let us assist you with all the calculations. Ride on an exciting investment journey with us!
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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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