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.

Customise a SRS Plan for Me

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.)

Customise an SRS Plan for Me

Meet Your Trusted Financial Adviser Representative

张学永(Zhang Xueyong Rocky)

理财团队高级总监Senior Financial Advisory Director

About 张学永(Zhang Xueyong Rocky)

理财团队高级总监;

个人业绩纪录保持者（Top producer), 团队业绩冠军(Top Leader),团队业绩纪录保持者;领跑者;

新加坡领先的财富管理公司冠军理财团队洛奇财富团队创始人;

1 帮您财务健康,合理资产配置,实现财务独立,有效财富传承;
2 招聘和培训理财顾问事业合伙人
3 打造新加坡顶尖理财顾问联盟

洛奇财富团队的使命宣言(RockWealth group mission statement):
诚信热忱,专业专精,10年打造新加坡最大理财专家团队,为5万家庭实现财务健康和自由!

RockWealth Group Makes Your Wealth Robust.

我是移民新加坡的中国人；生活简单，愿意帮助他人，喜欢运动(乒乓球,篮球,跑步等)；恪守诚信、荣神益人！

我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.

新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡可变万能寿险, 新加坡私募保单PPLI, 新加坡投资连接险, 新加坡终身年金险, 新加坡储蓄保险, 新加坡基金定投

新加坡基金, 新加坡投资理财,新加坡私募基金, 新加坡数字货币基金, 新加坡家族信托, 新加坡IFA理财团队, 新加坡金融理财, 新加坡独立理财顾问

在新加坡领先的财富管理公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,以客户为中心的专业中立一站式全面综合理财规划服务.

联系微信: xyzupup

助理微信: RockyPA001

约时间一对一咨询,请点击这里

了解行业,公司和团队,请点击这里约面谈

Are Your SRS Savings Sitting Idle and Losing Value against Inflation?