Alexander Forbes Financial Services [2025 Update]

Informative profile of Alexander Forbes Financial Services. Be educated about the Alexander Forbes Financial Services and contact number.

About Alexander Forbes Financial Services

Alexforbes is a financial services group that impacts people’s lives by delivering insight and advice to individuals, employers, and retirement funds.

Since its founding in 1935, Alexforbes has played an integral role in South Africa’s financial services industry, having built a leading brand synonymous with insight, advice and impact.

They have built our reputation through an in-depth understanding of retirement, healthcare and investment dynamics to deliver best advice to clients, winning their trust and confidence in the process.

Alexforbes’s uniquely integrated independent advice, retirement, investment and healthcare solutions differentiate us in the industry. Alexforbes also delivers employee benefit solutions (health, wealth and career) to clients throughout Africa, which is aligned to our advice-led framework through the Arrive platform.

The company has been listed on the Johannesburg Stock Exchange (JSE) since 2014. They have 2 386 employees, dedicated to making an impact on people’s lives.

Alexander Forbes Financial Services:

The impact Alexforbes want and the impact they make is defined by the goals they set themselves to achieve.

As individuals, it may be a life of purpose, a legacy left for family, or a retirement filled with ambition.

As businesses, it may be to enable the very same for employees, which in turn results in a better, more resilient business.

At Alexforbes, they pioneer insight to provide you with advice that connects your decisions of today to your impact tomorrow with investment, retirement, healthcare and administration solutions.

Alexander Forbes Financial Services for Individuals:

The goals you set for yourself change and evolve as your life, career and family needs do. These changes can be by choice, or through circumstances beyond your control. Either way, good financial advice from an insightful source that understands where you are at connects your goals to the right solutions and good financial decisions.

Alexander Forbes Solutions for You

Unit trust consolidator: This unit trust wrapper gives you access to a wide range of unit trusts.

Retirement annuities: This product is a tax-efficient retirement annuity fund where you can save towards your retirement in your personal capacity.

Offshore unit trusts for South African investors: This product offers a diverse range of investments outside South Africa.

Savings plan: This savings plan is a unit trust wrapper.

Preservation funds: Transfer your retirement money to a preservation pension fund when you change jobs.

Unit trusts: This product offers a diverse range of investments.

Living annuities: Invest tax efficiently in an annuity to receive an income in retirement.

Wills and estate planning: Drafting a will and estate planning.

Tax-free savings account: This is a simple and flexible investment option to save towards a goal.

Alexander Forbes Financial Services for Corporates

Productive, valued and supported employees are key to your business goals and growth. The right employee benefits, well planned and expertly managed, mean better financial decisions, better retirement outcomes, and more confident employees. Unparalleled industry insight, connected to benefit advice and ideal solutions for your employees, means less burdened, more productive teams and trustees.

Healthcare

Alexander Forbes integrated approach cares for your employees at the workplace and at home.

Fund Administration

Alexander Forbes administration services cover the full spectrum of retirement fund structures.

AF Retirement Navigator

An innovative investment solution for a more comfortable ride to retirement and better outcomes.

Unclaimed benefits

The main aim of the fund is to find the member and pay the benefit due.

Beneficiary fund

This fund manages the benefits of deceased retirement fund members and employees.

Umbrella fund with integrated advice

An umbrella fund pools the contributions of various employers and members in one fund.

Retirement income solution

This solution offers you a living annuity, retirement annuity fund, preservation funds and unit trusts.

Umbrella fund with external advice

A cost-effective managed retirement fund for your employees accessed through an independent financial adviser.

Investments

Alexander Forbes offer investment administration, consulting services, and sound investment opportunities using a multi-managed approach.

Investment administration platform

Alexander Forbes automate and simplify a large part of the investment governance chain for retirement funds and other institutional investors.

Investment consulting

Alexander Forbes investment consulting service is for clients who are looking to customise their solutions and delivery approach.

Multi-management

Alexander Forbes find sound investment opportunities, identify risks and blend complementary asset managers into investment solutions curated for a range of needs and risk profiles.