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.)
您好，我是洪娜（Hongna），现任新加坡理财顾问公司 Financial Alliance 鑫盟理财的资深理财顾问，拥有8年从业经验，持有国际金融理财师CFP®认证及AEPP高级认证，并荣获新加坡银行与金融学院（IBF）高级认证。
专注为职场人士、家庭及企业提供全方位的财务保障和理财规划服务，从单一保险公司起步，现已全面转型为理财顾问，始终秉持“客户优先”的原则，为客户提供中立、客观、专业的财务建议。无论是医疗保险索赔、教育与养老规划，还是企业员工福利保险，我都能为您量身定制解决方案。
我希望成为区域华人、新移民及其公司最值得信赖的财务规划伙伴！
我的服务范围包括：
🔹 医疗与人寿保险规划（风险管理）
🔹 教育与退休金规划
🔹 财富保障与投资组合规划及年检
🔹 遗产与传承规划（CPF提名、LPA、信托，遗嘱等）
🔹 企业员工福利保险
欢迎添加我成为您的理财伙伴，为您的家庭与企业保驾护航。
Hello, I’m Hongna, a Senior Financial Advisor at Financial Alliance – the largest Independent Financial Advisory (IFA) firm in Singapore – with 8 years of experience in the industry. I hold the CFP® (Certified Financial Planner), AEPP certification, and the IBF Advanced Level accreditation from the Institute of Banking and Finance Singapore.
I specialize in delivering holistic financial protection and planning solutions for professionals, families, and business owners – with a particular focus on Chinese expatriates and new immigrants in Singapore.
Transitioning from a tied agency to an independent advisory platform, I stay committed to putting my clients' best interests first, offering neutral and tailored financial solutions. Whether it’s claims for hospital insurance, planning for education or retirement, or setting up employee benefits and corporate insurance, I aim to be your go-to advisor for all financial protection needs.
My goal is to serve as your Financial First Aid Kit – having the right tools (plans) ready in advance and applying them correctly when needed.
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.