Our strategy
A strategic renewal
With the business poised to forge a greater connection with the people who we serve, ultimately it resulted in establishing a refreshed vision, purpose and over-arching customer value proposition.
Our vision is to be the most impactful provider of financial advice serving both institutional clients and individual customers by:
- Extending leading positions across Administration, Retirements, Healthcare & Multi-Management capabilities
- Transforming into the most inclusive retail financial advice firm in South Africa obtaining scale by advising customers sourced from our institutional clients and beyond
- Rapidly scaling up our Investment Consulting footprint with a focus on ESG, Alternatives and Impact capabilities
- Exponentially growing our multi-national consulting business model into the Africa by enhancing distribution and automation of advice
- Expanding financial advisory capabilities into adjacent lines utilising our wealth of data
- Demonstrating a meaningfully positive impact on the stakeholders that we serve.
Best advice as north star
As an advice-led business, we provide choice, information and guidance to ensure fulfillment through best-in-class solutions. Our best advice continually informs the products and solutions we deliver.
Deliver measurable benefits
We leverage institutional pricing to deliver price competitive solutions to individuals and empower them to make informed financial decisions. Ou clients experience tangible impact in their lives across a range of dimensions from net returns to financial inclusion and ESG-related matters.
Pan-African solutions
We provide advice and solutions to members of multinationals operating across Africa. Our client-led strategy is underpinned by our best advice and delivered through an integrated and seamless distribution platform across Africa.
Focused business model
By concentrating on our core capabilities of consulting, administration and investments we make sure these business lines are best in class through continued investment and innovation.
Capital-light business
We focus on allocating capital and resources to areas of the business that optimise our capital requirements and generate superior returns.
Serve clients as one Alexforbes
With our vertically integrated value chain as the enabler and scalability as the driving force, our aim is to deliver a consistent group-wide customer experience that makes an impact in people’s lives.