Speak to a financial adviser

It can be hard to find the answers to financial challenges on your own. Many people find it helpful to talk to a welcoming professional.

• Our qualified advisers use plain language to discuss your requirements and offer thoughtful solutions.
• Our regional consultants advise employees of Alexforbes corporate clients as well as independent individuals. You don't need to have an Alexforbes product to get advice.
• Our financial planners provide ongoing advice after you become a client. They focus on maintaining relationships with our individual clients and will review your investments at least once a year to make sure you stay on track with your goals.