Impactful investing
An intelligently simple personal investment platform, where low fees, insight and advice can lead to better outcomes over time.
Apply without paperwork
We’ve even simplified the FICA process
Get robo-advice
Our Robo-advisor could help you invest for less.
Use a single login
Manage all your investments from one dashboard.
Start, stop or enhance your contributions
Invest on your own terms.
Withdraw or top-up
Manage your investments in a few quick clicks
Access your statements
Download your statements and documents in minutes.
Living Annuity
The Alexforbes Invest Living Annuity could give you more years of income in retirement thanks to low fees.
Retirement annuity
Start a Retirement Annuity today. Or, switch your existing Retirement Annuity, Preservation Fund, Pension Fund or Provident Fund to Alexforbes Invest.
Preservation funds
A world of investment opportunity exists beyond our borders. Get 100% global investment exposure at a transparent low fee.
Tax-free Investing
Grow your wealth by saving towards your long-term goals without having to pay tax on interest, dividends or capital gains.
Global investing
Crowdvest gives your family and friends a way to help you reach your savings goals by enabling them to all contribute to the same investment.
General investing
Create a standard investment account and invest unlimited amounts towards your goals monthly and in lump sums.
Here’s what makes our investing and retirement offerings different
Our revolutionary ONE-fee model
Traditional financial services companies typically charge fees of 3% per year for investing and retirement products. However, with our ONEfee, you can pay as little as 0.45% per year.
This is a massive saving in fees when compared to other retirement and investment companies. And that means you could get a lot more out of your investment.
Our fee structure also differs from other retirement and investment companies in that your total fee on your statement is in Rands and Cents.
Typically, financial services companies disclose your fees as a percentage. But we believe that disclosing your fee amount in Rands and Cents keeps things as simple and transparent as possible.?
One way to estimate this is to think about how long your oldest grandparent or great-grand parent lived and assume that, with recent developments in medicine, you have a good chance of living even longer than they did.
Did you know a 60-year old today has a good chance of living to the age of 90 or more.
Skilled financial advisors
Unlike traditional retirement and investment companies that rely exclusively on human financial advisors, Alexforbes Invest is a hybrid that offers both Robo-Advice and advice from our skilled financial advisors.
This gives you the speed and accuracy of our investment technology combined with the care and skill of our human advisors. In short, you get the best of both worlds.
Investment funds that think ahead
We’ve simplified what financial services companies might offer by replacing the need for hundreds of investment funds with just five.
Our investment portfolios are designed with increasing levels of equities, incorporating both local and offshore diversification, and we’ve added a money market fund to the mix.
These highly efficient, low-cost funds look into the future of investment management to help you reach your goals.
OUTcomes-based investing
We’ve designed a user-friendly investment monitoring system to help you keep your investments on track to achieve your investing and retirement goals.
Calculate the performance of your investment against its forecasted outcome, and watch in real-time as the system takes into account changes in the market value of your investment, and changes in contributions or withdrawals.
If you find that you’re not on track to reach your investing and retirement goals, we’ll even suggest practical ways in which you can get your investment back on course.
