Connection is at the centre of our growth strategy

We have rebranded our Group from Alexander Forbes to Alexforbes as part of a strategic shift to serve and amplify the positive impact that we have on people's lives by delivering insight and advice to both corporate clients and individual customers. This means orientating actions, decisions and intent to build a future that we can all connect with.

Our purpose and customer value proposition is to pioneer insight to deliver advice and solutions that impact people’s lives.

Insight

Our ambition to pioneer insights is driven by the conviction that knowledge is power.

Alexforbes wants to empower decision-making for clients that will affect their tomorrows. It is through this lens that the company wants to educate, inform and enable better choices to be made by a range of stakeholders.

Our research reports – such as Member Insights and Manager Watch – are critical to how we connect with our clients and members.

We use insight to shape employee benefits that matter.

Advice

High-quality advice leads to better decisions.

The insights Alexforbes generates inform the advice frameworks implemented across its consulting platforms. 

Given the breadth of the company’s consulting footprint across retirement, healthcare and investments, Alexforbes has the responsibility to ensure the advice provided is of the highest quality to ensure that our clients can make informed decisions. 

The market is characterised by a constantly increasing flow of information, new regulation and often-conflicting opinions and beliefs. The company's ability to cut through complexity in providing expert independent advice helps clients to simplify their decision-making and gain confidence in the paths chosen.

Solutions

Alexforbes has the capacity to build a future that delivers growth, inclusivity and sustainability based on its ability to implement the best-advice frameworks.  

Alexforbes solutions are built on platforms using a best-in-class philosophy, where the company monitors and evaluates third-party service providers to ensure the solutions delivered to clients match the best-advice mandate. 

We can switch service providers in or out of their solutions, based on their ability to best serve clients’ needs.

Impact

With effective execution, the company has reduced levels of financial stress among clients, produced better retirement outcomes, improved health and made a positive impact on society and the environment. 

The company encourages clients to feel in control, confident and secure in their financial journeys by making it easy for them to succeed. 

We make this impact tangible in our reporting and consulting mechanisms