Project your tax savings and discover how to make those savings work harder for your retirement.
For busy professionals, tax optimization is not just a year-end checklist—it is a mathematical necessity. Leaving your Supplementary Retirement Scheme (SRS) unoptimized means paying more in taxes than required and missing out on years of compounded growth.
This complimentary 15-minute audit is designed to give you a clear, data-driven look at your tax position before the 31 December deadline. A straightforward, objective look at the numbers so you can decide your best next steps.
What We Will Cover in 15 Minutes:
🔎 Tax Bracket Diagnosis: We will project your potential tax savings for the current year based on an optimal SRS contribution.
🔎 Uninvested SRS Funds: We will clarify the low base interest rate of idle SRS capital and visualize the long-term compounding effect of putting that money to work.
Who This Is For:
✅ Professionals looking to lower their income tax liability before the year-end cutoff.
✅ Existing SRS account holders who have not yet invested their capital.
Note: This calendar automatically reserves a 1-hour block. The audit itself takes 15 minutes and the remaining time is kept open as an optional Q&A buffer.
Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.
Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.
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By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
Join us on Thursday, 8 October, 7–9pm at Singlife HQ, Marina One, for a seminar on cancer from three angles: medical, personal and financial.
Hear colorectal surgeon Dr Loong Tse Han on causes, prevention and warning signs, followed by a fireside chat with Sim Peck Cheng, our Associate Director and cancer survivor, on her recovery and being prepared for the unexpected.
Seats are capped at 70. Register early.