We use your time to get to know you, your objectives and your challenges.
We spend our time working for you, planning, solving and adjusting to make sure you have the best chance of achieving your goals.
And when we are not actively working on your plans, we’re investing in our skills and knowledge to always offer the best advice possible.
Get the advantage of advice from an Alexforbes financial adviser. It’s time well spent.
Investing for a goal
Living a life that makes a difference starts with the kind of goals you set out to achieve. On the way to reaching your goals there will be many events, beginnings and endings that connect to your money matters. From weddings to anniversaries, births to birthdays, schooling to university, moving home or moving to another country – it’s essential to have a financial plan built on sound advice that guides you.
The My Money Matters Toolkit
You may be starting a new job, changing employers, or getting ready to retire. For each of these important milestones in your working life, the type of life you’ll have after you retire from your employer depends on how well you manage your money, how much you save, keeping your savings invested when changing jobs and when you retire
Managing wealth and a legacy
As an executive, building, growing or protecting your legacy is more than the sum of your life’s work. It is the fulfilment that comes from bringing your passion, your ideals, your purpose, and your gifts to life. It is not just the wealth that you accumulate and pass on. It is the means to reimagine the next chapter of your journey, with the financial freedom to leave a great legacy and live it too.
Impactful investing
We take care of your investment needs from start to finish, and almost entirely online.
Doing things digitally is easy – you can contribute and withdraw, view statements, track your goal progress and change your personal details – all from your phone or computer.
