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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


Ulysses Khoo

Financial Advisory Manager

About Ulysses Khoo

I am glad to introduce myself as an established Financial Advisor at Financial Alliance, with over a decade of experience in the field of financial advice services. I are dedicated to helping individuals and families like yourself to achieve financial abundance and security. As a financial advisor in the largest financial advisory firm in Singapore, I take pride in offering objective and personalized solutions tailored to your unique needs. My commitment to continuous learning ensures that you receive the most up-to-date and informed advice.

 

Comprehensive and Holistic Approach

I specialize in holistic financial planning, addressing every aspect of your financial well-being. My comprehensive approach covers meticulous risk management through insurance solutions, as well as intelligent investment strategies utilizing a diverse range of options such as stocks, ETFs, UTs, REITs, bonds and managed portfolios. I believe in providing you with a complete financial toolkit that empowers you to make informed decisions.

My expertise extends to portfolio management and estate and legacy planning, ensuring that your financial future is secure and prosperous. I understand that each individual and family has unique goals and aspirations, and I work closely with you to develop personalized strategies that align with your vision.

 

Client Satisfaction and Referrals

My business thrives on referrals, which serve as a testament to the trust and satisfaction my clients have in my services. I take pride in building long-lasting relationships with my clients. My approach combines professionalism with genuine compassion, ensuring that every client feels heard, understood, and cared for.

 

Your Financial Success Partner

If you are looking for a financial advisor who not only possesses expertise but also empathy, then I am here to assist you. My mission is to help you reach your financial goals and empower you to make informed decisions. I understand that financial well-being is about more than just numbers; it's about achieving peace of mind and creating a legacy for future generations.

I am excited about the opportunity to make a postive difference in your life. To learn more about how we can collaborate on this financial journey, please contact me via WhatsApp or email, and I will be sure to get back to you promptly.

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.