Personal Advisory

CPF Investments

Activate your CPF fund towards your wealth journey

SG Alliance financial consultants are here to answer your key CPF questions
  • How CPF investment schemes (CPFIS) work
  • What is the difference between the CPF Ordinary Account (OA) and Special Account (SA) investments
  • The pros and cons of CPFIS vs other investment schemes
  • CPF-approved investment products for CPFIS
See the big picture clearly
Our experienced personal wealth planners work with you based on a thorough understanding of your financial obligations (e.g. study loans or HDB home loans), goals, investment horizon and risk appetite. We draw a roadmap to help you visualise different approaches to use your CPF that best meet your needs. For some, it means drawing down the balance to pay for housing, education or healthcare; while for others, they may prefer to top it up voluntarily. Or simply leave it untouched to generate the government-guaranteed interest.
Make CPF investment decisions with confidence
For clients keen to reap the long-term benefits of investing, we comb through the CPF-approved investments to shortlist the most suitable products, then discuss the pros and cons of each against the backdrop of your holistic financial strategy. Let our CPF investment experts help you make the most informed decisions regarding your CPF funds.
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