Introducing our group

Introducing our group

Introducing our group

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.

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.

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. We have 2 386 employees, dedicated to making an impact on people’s lives.

Our vision

To be the most impactful provider of financial advice serving both institutional clients and  individual customers

Our purpose

We pioneer insight to deliver advice and solutions that impact your life

Our values

Our values are the beliefs we live by. They guide our relationships, actions and behaviours.

Customer first

Our customers are at the centre of our business as we pioneer insights to deliver advice and solutions which impact their lives.


We are truthful, ethical and transparent. We lead by example.


We care for each other, our clients, our communities and the environment.


We all have leadership qualities and aim to drive growth in ourselves, in others and in our business.