Our customer value proposition

Connection is at the centre of our growth strategy.

Our customer value proposition captures the DNA of our business, which centres on our conviction that a deeper understanding empowers us to meaningfully help clients and members achieve their goals .

Our purpose and customer value proposition is to pioneer insight to deliver advice and solutions that impact people’s lives.

Impact

Effective execution reduces financial stress, improves retirement outcomes, and makes a positive societal and environmental impact. We empower clients and members to feel confident and secure in their financial journeys by making it easy for them to succeed.

Solutions

Our solutions are built on platforms using a best-in-class philosophy and delivered based on their ability to best serve institutional or individual needs.

Insight

We believe knowledge is power. It is through this lens that we aim to educate, inform and enable better choices to be made by a range of stakeholders.

Advice

High-quality advice leads to better decisions. Our insights inform advice frameworks across retirement, healthcare and investments, ensuring informed decision-making amidst complexity.

Alexforbes delivers truly member-centric connections that are timely, convenient and impactful.

We are committed to providing the guidance, tools and advice that every member needs to make informed financial choices and smart money decisions. Our personalised support aims to educate, inform and encourage engagement, ultimately helping members feel in control, confident and secure in their financial journeys. Targeted and timely member engagement has the potential to alter attitudes, reshape behaviours, foster commitment and significantly improve outcomes.