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.

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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.