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WITH ALEXFORBES, NO MATTER YOUR INVESTMENT DESTINATION, YOU’RE IN THE RIGHT
PLACE.





Invest with Alexforbes

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 * Individuals
   
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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.




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TRUSTED PARTNERS, REAL IMPACT

Connect with us


As financial advisers, we use your time to give advice that makes a positive
impact on your financial plans.


We use your time to get to know you, your objectives and your challenges.
We spend our time working for you, planning, solving and adjusting to make sure
you have the best chance of achieving your goals.
And when we are not actively working on your plans, we’re investing in our
skills and knowledge to always offer the best advice possible.

Get the advantage of advice from an Alexforbes financial adviser. It’s time well
spent.



Attention existing OUTvest clients and advisers

To log in, just click on the login option in the menu above and select
Alexforbes Invest. Your existing login details remain the same for a seamless
experience.


Blogs
Two-pot, Healthcare


TWO-POT RETIREMENT SYSTEM

2024: Join our free and insightful webinar and discover the benefits of
the two-pot retirement system

Two-pot, Healthcare


WATCH | ALEXFORBES GIVES TWO-POT SYSTEM THUMBS UP

JOHANNESBURG, 19 February 2024 - Financial services group Alexforbes says
there’s a need to dispel misinformation about the two-pot retirement system.

Read more
Two-pot, Healthcare


NATIONAL TREASURY UPDATE - TWO-POT SYSTEM

25 October 2023: National Treasury provides an important update regarding the
two-pot retirement system

Read more
Two-pot, Healthcare


UNDERSTANDING INVESTMENT FEES

In South Africa, there are various fees associated with different types of
investments. These fees are typically charged by investment platforms, fund
managers, or financial institutions. 

Read more
Two-pot, Healthcare


ENHANCING RETIREMENT SAVINGS

Introducing the two-pot system and benefits.

Read more
Two-pot, Healthcare


TWO-POT SYSTEM FOR RETIREMENT FUNDS TO COMMENCE 1 MARCH 2024

To effect the relevant changes, the Income Tax Act will include the following
new definitions for “savings pot”, “retirement pot” and “vested pot”. 

Read more
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LATEST NEWS AND INSIGHTS

 * Press releases
   
 * Webinars and events
   
 * Insights that matter
   
 * Notices - general, fraud, security
   
   




PRESS RELEASE



Johannesburg, 22 July 2024 - Alexforbes Investments Launches AF Infrastructure
Impact Fund-of-Funds to Drive Economic Growth and Sustainability




PRESS RELEASE



Johannesburg, 22 July 2024 - Alexforbes Investments is launching the AF
Infrastructure Impact Fund-of-Funds, providing clients with exposure to an asset
class offering long-term inflation-beating returns while addressing South
Africa's critical infrastructure needs. The fund is set to launch in July 2024,
with an initial close date targeted towards the end of 2024. 



Read more


PRESS RELEASE



Alexforbes Launches
Retail Manager Watch Surveys
to Empower Independent Financial Advisers
and Investors





PRESS RELEASE



Johannesburg, 2 July 2024 - Alexforbes continues its commitment to delivering
valuable ongoing insights to independent financial advisers (IFAs) and investors
in the retail investment sector. Building on the success of its Institutional
Manager Watch™ series of surveys, Alexforbes is excited to announce its new
Retail Manager Watch™ surveys. This initiative reaffirms Alexforbes’s intent to
provide comprehensive and up-to-date performance data, leveraging its
established survey team to enhance insights within the retail investment
landscape. 



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PRESS RELEASE



Johannesburg, 10 June 2024 - Strategic Clarity and Disciplined Execution Pay
dividends




PRESS RELEASE



Johannesburg, 10 June 2024 - Alexforbes has reported solid financial performance
delivering strong revenue growth in an uncertain economic environment, reporting
a 12% increase in operating income to R3 905 million for the twelve months ended
31 March 2024. Headline earnings per share from total operations is up 29% to
61.5 cents per share and total closing assets under management and
administration increased by 16% to R525 billion.



Read More
Security/Fraud warnings




Security/Fraud warnings




Alexforbes will never ask you in an email, SMS or WhatsApp message to supply
confidential information like banking details.

Beware of fraudulent individuals falsely claiming to represent Alexforbes and
offering assistance with accessing pensions for a fee. They are not associated
with Alexforbes. Never share personal information via email, SMS, or at
community meetings.

Does the request seem unusual?


Don’t trust any requests that seem slightly unusual compared to the standard
communication you receive from Alexforbes, even if it looks like it comes from a
financial institution.


Be extra vigilant about emails or phone calls that ask for your confidential
information, such as money transfers and invoice details.

Verify unusual requests with the real person first by calling them and don’t
respond to the scammers.



COMPANY

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HEAD OFFICE

Contact information:

Email : info@alexforbes.com

Telephone : +27 11 269 0000



Address:

Alexforbes

115 West Street

Sandton, 2196

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