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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


Zephanie Lau 刘晓莹

Senior Financial Advisory Manager

About Zephanie Lau 刘晓莹

"𝙱𝚎 𝚝𝚑𝚎 𝚊𝚛𝚌𝚑𝚒𝚝𝚎𝚌𝚝 𝚘𝚏 𝚢𝚘𝚞𝚛 𝚏𝚒𝚗𝚊𝚗𝚌𝚒𝚊𝚕 𝚍𝚎𝚜𝚝𝚒𝚗𝚢!" ✍I am a seasoned Financial Advisory Manager in Singapore, with over a decade of expertise, committed to transforming lives. I stand ready to guide Working Adults in Singapore towards greatness through meticulous Financial Planning and Independent Financial strategies.

As Warren Buffett wisely said, "𝗦𝗼𝗺𝗲𝗼𝗻𝗲 𝗶𝘀 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝘀𝗵𝗮𝗱𝗲 𝘁𝗼𝗱𝗮𝘆 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗽𝗹𝗮𝗻𝘁𝗲𝗱 𝗮 𝘁𝗿𝗲𝗲 𝗮 𝗹𝗼𝗻𝗴 𝘁𝗶𝗺𝗲 𝗮𝗴𝗼." Let me help you plant the seeds of financial success, so you can bask in the shade of abundance in the Singapore Financial Hub.

"I am not a product of my circumstances. I am a product of my decisions." With your goals in sight, I become your relentless Goal Getter, ensuring nothing holds you back from achieving your dreams.

Remember, "Time is more valuable than money. You can get more money, but you cannot get more time." Let's avoid wasted efforts on wrong choices and focus on what truly matters, uncovering the meaning of life and securing your future.

With your vision and my guidance, we shall create a legacy of financial empowerment, proving that success is within reach for every determined soul. Let's ignite the fire of transformation and begin our journey today! 🌟💼

#efficient #financialhappiness

█▓▒░ 𝐈’𝐦 𝐙𝐞𝐩𝐡𝐚𝐧𝐢𝐞, 𝐚 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 - 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐥𝐥𝐢𝐚𝐧𝐜𝐞, 𝐅𝐈 𝐭𝐡𝐚𝐭 𝐢𝐬 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭𝐥𝐲 𝐨𝐰𝐧𝐞𝐝. 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐥𝐞𝐯𝐞𝐥 𝐮𝐩 𝐰𝐢𝐭𝐡 𝐚 𝐡𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐚𝐧𝐝 𝐮𝐧𝐛𝐢𝐚𝐬𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨, 𝐥𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭! 𝐓𝐡𝐢𝐬 𝐲𝐞𝐚𝐫, 𝐈 𝐚𝐢𝐦 𝐭𝐨 𝐞𝐧𝐠𝐚𝐠𝐞 𝐢𝐧 𝐝𝐞𝐞𝐩𝐞𝐫 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐰𝐢𝐭𝐡 60 𝐧𝐞𝐰 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬. 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐚𝐥𝐬𝐨 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐞𝐱𝐩𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐧𝐞𝐭𝐰𝐨𝐫𝐤, 𝐃𝐌 𝐦𝐞—𝐥𝐞𝐭’𝐬 𝐠𝐫𝐨𝐰 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫! ░▒▓█

Drop me a Text to schedule a One-To-One Consultation Session!

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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.