About this Event
Don't Let Your SRS Sit Idle - Effective Solutions for Your SRS Portfolio to Work Harder
📅 28 November (Saturday), 11:00 AM – 12:30 PM
📍 Phillip Wealth Advisory @ City Hall
2 Stamford Rd, #05-01, Singapore 178882
🍽 Lunch will be provided
It’s almost the year-end 🎄 festive season 🎄 - which means it is SRS season! Have you already max-ed out your Supplementary Retirement Scheme yearly contributions, but are unsure how to increase your yields above 0.05% 📈?
Or are you more worried of topping up “too much” 😰 and being taxed too much when you withdraw from your SRS account in your silver years?
Join us for an exclusive in-person seminar where PhillipCapital’s AFP-certified Wealth Managers Bryan (also a veteran stockbroker!) and Zeyu will share timely insights on how to 💡 grow and manage your SRS portfolio more effectively 💡.
In this session, you’ll gain:
- A concise update on recent market happenings
- A recap of the SRS system, and potential pitfalls (😳 surprise, yes!) to avoid
- An understanding of the universe of SRS-approved investment options, and specific ideas 💡 our team uses to help clients optimise their SRS funds
Whether you’re just getting started with SRS or looking to optimise your existing funds, this seminar will equip you with actionable insights to ensure your SRS funds secure your retirement lifestyle well!
Bring along your peers or loved ones who may also benefit. Limited slots are available, do register early.
If you have any query, do not hesitate to email us at [email protected] or [email protected].
Event venue & nearby stays
Phillip Wealth Advisory, 2 Stamford Road, Singapore, Singapore
Concerts, fests, parties, meetups — all the happenings, one place.