About the Company

About Alexander Forbes

Alexander Forbes is a leading, advice-driven financial services organisation specialising in integrated retirement, investment, and wealth management solutions. With a strong heritage built on trust and expertise, Alexander Forbes has become a recognised name in helping individuals, corporates, and institutions achieve long-term financial wellbeing. For decades, Alexander Forbes has been committed to delivering innovative yet reliable financial solutions that support clients through every stage of their financial journey.

With a legacy spanning more than 85 years, Alexander Forbes has established itself as a trusted partner in the financial services industry. The strength of Alexander Forbes lies in its deep understanding of employee benefits, investment structures, and holistic wealth management. This expertise enables Alexander Forbes to provide tailored solutions that meet the evolving needs of its diverse client base, from large institutions to individual investors.

A Trusted Leader in Financial Services

Alexander Forbes has built its reputation as a market-leading provider of retirement fund consulting, administration services, and investment solutions. The organisation plays a vital role in securing the financial future of millions of people by offering expert guidance and structured financial planning solutions.

Through its advice-led approach, Alexander Forbes ensures that clients receive personalised financial strategies designed to protect and grow their wealth. This commitment to professional excellence has positioned Alexander Forbes as a preferred partner for businesses and individuals seeking reliable financial guidance.

The organisation employs a highly skilled workforce dedicated to delivering outstanding service across all areas of financial planning, employee benefits, and investment management. With a strong focus on client success, Alexander Forbes continues to strengthen its role as a leader in the financial services sector.

Integrated Financial Solutions

Alexander Forbes operates through three core business divisions, each designed to address specific financial needs and deliver comprehensive solutions.

The Institutional division is the largest provider of retirement fund administration, actuarial, and consulting services in South Africa. This division supports employers and pension funds with expert guidance, ensuring efficient management of retirement and employee benefit schemes.

The Retail division focuses on delivering personalised financial advice and wealth management solutions to individuals. Through this division, Alexander Forbes helps clients plan for their financial futures by offering investment strategies, retirement planning, and financial protection solutions.

The Health division provides medical scheme consulting, actuarial services, and health-related advisory support to both corporate and individual clients. It also assists organisations in managing employee wellness programmes, disability assessments, and health risk management strategies.

Together, these divisions enable Alexander Forbes to offer a fully integrated financial services experience that addresses a wide range of client needs.

Commitment to Client Success

At the heart of Alexander Forbes is a strong commitment to improving the financial wellbeing of its clients. The organisation’s advice-led model ensures that every solution is tailored to meet specific financial goals and circumstances. By combining technical expertise with a deep understanding of client needs, Alexander Forbes delivers meaningful and measurable outcomes.

The company’s consultants and financial experts work closely with clients to design strategies that enhance financial security, manage risk, and optimise long-term growth. This personalised approach ensures that clients receive solutions that are both practical and effective.

Alexander Forbes also places a strong emphasis on innovation, continuously developing new tools and methodologies to improve service delivery and client experience.

A Legacy of Trust and Innovation

Over the years, Alexander Forbes has become synonymous with financial expertise, innovation, and reliability. Its strong brand reputation is built on a foundation of trust, integrity, and consistent performance. As a publicly listed company on the Johannesburg Stock Exchange, Alexander Forbes maintains high standards of governance, transparency, and accountability.

The organisation’s commitment to excellence is reflected in its ability to adapt to changing market conditions while maintaining a strong focus on client outcomes. This balance of tradition and innovation has allowed Alexander Forbes to remain relevant and competitive in a dynamic financial landscape.

Building Financial Security for the Future

Alexander Forbes is dedicated to helping individuals and organisations achieve long-term financial security. By providing integrated retirement, investment, and wealth management solutions, the company plays a critical role in shaping financial futures across South Africa and beyond.

Through continuous innovation, expert advice, and a client-centric approach, Alexander Forbes remains focused on delivering value that lasts. Its mission is to empower clients with the knowledge, tools, and strategies they need to make informed financial decisions.

With a strong legacy and a forward-looking vision, Alexander Forbes continues to be a trusted leader in financial services, committed to building a more secure and financially empowered future for all.