Our purpose
We pioneer insight to deliver advice and solutions that impact your life
Our vision
To be the most impactful provider of financial advice serving both institutional clients and individual customers
Our values
Our values are the beliefs we live by. They guide our relationships, actions and behaviours.
Alexforbes is a financial services group that impacts people’s lives by delivering insight and advice to individuals, employers and retirement funds. We 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.
We provide financial advice, consulting (retirement, investments & healthcare), investment management, healthcare and wealth management solutions to employers, retirement funds and individual customers.
The company is listed on the Johannesburg Stock Exchange (JSE) with a market capitalisation of R6 billion. The group’s principal geographic focus is South Africa (where it has been operating since 1935), sub-Saharan Africa and the Channel Islands.
Customer first
Our customers are at the centre of our business as we pioneer insights to deliver advice and solutions which impact their lives.
Integrity
We are truthful, ethical and transparent. We lead by example.
Care
We care for each other, our clients, our communities and the environment.
Leadership
We all have leadership qualities and aim to drive growth in ourselves, in others and in our business.