SRS PLANNING REVIEW SERVICE

Supplementary Retirement Scheme (SRS) can be a useful option to help supplement your retirement and the best use of the scheme is to incorporate SRS into your overall retirement planning.

As you enter the different stages of your wealth accumulation journey, your portfolio should be rebalanced accordingly and your SRS strategy should be adjusted appropriately.

This service will help you to review the following:

  1. Should you use SRS for retirement?
  2. How much should you be contributing to SRS?
  3. What investments are suitable for your current situation?
  4. Should you rebalance your current SRS and retirement portfolio?

ABOUT THE SERVICE

After signing up for this service, you will be contacted by a financial planner from GEN to arrange for the review discussion.

This review service is provided through a Zoom or face-to-face meeting.

The duration of the review service is expected to be about 40mins (excluding questions and answers).

This is a complimentary service and no payment is required.

You can sign up for your complimentary review by completing this form:

Your Name *

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