SRS PLANNING REVIEW SERVICE

Your SRS money has a retirement purpose. Does it have a plan?

Whether you are starting out or approaching retirement, your SRS strategy should evolve with your financial needs.
Our Start, Rebalance and Spend approach helps you plan how your SRS can support your retirement income.

This service will help you review the following:

  1. Is SRS suitable for me and how much should I contribute?
    Consider your potential tax savings, cash flow and other financial commitments
  2. Are my SRS investments still suitable or is it time to rebalance?
    Review your investment risk, comfort with market fluctuations and retirement timeline
  3. Could an SRS-approved annuity help provide retirement income?
    Explore its suitability, payout timing and guarantees
  4. When and how should I withdraw my SRS money?
    Consider your applicable penalty-free withdrawal age, spending needs and tax position
  5. How will my SRS complement CPF LIFE and my other retirement income?
    Understand how these sources can work together to support your retirement.

About The Service

After signing up, a financial planner from GEN Financial Advisory will contact you to arrange a review through Zoom or a face-to-face meeting.

The review takes approximately 30 minutes, excluding questions and answers.

This is a complimentary service and no payment is required.

We will focus on the areas most relevant to your situation and help you identify your next steps.

Your Chosen Offer

  • SRS Rebalancing Review
  • SRS Annuity Resource List

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

    Your Name *

    Your Email *

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    Your Chosen Offer *
    SRS Rebalancing ReviewSRS Annuity Resource List

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