Alexforbes Financial Planning Consultants

We have a team of dedicated professional financial advisers who assist individuals countrywide.

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It can be hard to find the answers to financial challenges on your own. Many people find it helpful to talk to a welcoming professional.

  • Our qualified advisers use plain language to discuss your requirements and offer thoughtful solutions.
  • Our regional consultants advise employees of Alexforbes corporate clients as well as independent individuals. You don’t need to have an Alexforbes product to get advice.
  • Our financial planners provide ongoing advice after you become a client. They focus on maintaining relationships with our individual clients and will review your investments at least once a year to make sure you stay on track with your goals.

Our friendly and knowledgeable advisers will help you make decisions that are right for you, based on your unique needs and circumstances.

As part of the wider Alexforbes group, we can tap into years of collective experience and breadth of resources and support. This ensures that the time you’ve invested, and the time you’ve spent with us, is time well spent. Time that will help you to achieve a meaningful impact in your life.

Our solutions

We work hard to understand your needs and build financial solutions to meet your specific expectations and objectives.

We'll help you...

01

set and meet your financial goals

  • Build your dreams and secure your family’s future.
  • Get help when life changes your goals, for example, if you get married or retrenched.
  • We’ll provide information and guidance whether it is starting a new job or leaving and having to understand your investment options, we can help you make the right decisions.
  • Get help with budgeting or how to reduce your debt.
02

implement the best solutions

  • Need an investment solution? We offer a range of unique portfolios and products.
  • Need the best product provider for your needs? Let’s choose from a range of carefully selected providers for each of your requirements.
  • Want to diversify your investments? We can broaden your investments to different countries around the world.
  • Planning to move abroad? We have preferred partners to assist.
03

take care of your tax and estate planning

  • Let us help you draft or update your will and make sure the right beneficiaries receive what is due to them
  • We also structure your tax responsibilities to improve your outcomes.
04

with life and disability insurance

  • Get impartial and objective advice about the insurance you need, taking into account any employer risk cover.
  • Make sure you and your family are taken care of financially if you become disabled or if you pass away.
05

make your money work for you

  • Assess your current financial situation and propose changes where needed.
  • Make sure that your investments are in the correct portfolios to achieve your goals.
  • Encourage you to start saving as early as possible to make the most of interest earned on interest (compound interest).
06

plan for your retirement

  • Get the right advice at the right time – before retirement, when you leave your employer, at retirement and after you’ve retired.
  • You can look forward to professional solutions that will improve your retirement outcome.

Other useful links

My Money Matters toolkit

An online portal with educational information to help you make informed financial decisions at important decision-making milestones throughout your working life and beyond.

WhatsApp self-service

If you have products with Alexforbes you can use the WhatsApp self-service for information and support. Also for tax certificates, benefit statements or fund balances and to track the progress of your claims.

My Retirement Picture

Build your own retirement picture in seven fun steps. This web-based tool helps you explore and understand the options available to you as retirement approaches.