Alexforbes One – The fund

Market-leading default growth portfolio

Your members want to know their money is growing. You need an investment engine that delivers – and proves it. Our default growth portfolio — where most members are invested — has delivered consistent, market-beating returns over time, with a long-term track record that speaks for itself.

Quality investments at member-first pricing

Your key professionals who serve as trustees end up spending time on non-core jobs. In addition, there is a shortage of skills when it comes to people who could serve as trustees. The constant need to upskill and train employees adds to this challenge.

Advice that’s always in reach

Big financial decisions shouldn’t come with big barriers. Too often, your members guess, delay, or make the wrong call — not because they don’t care, but because advice feels out of reach. We changed that. Every member can access qualified, personal financial advice — no matter their income, job level or life stage.

Financial know-how through My Money Matters

Your members face different financial decisions at every stage — from joining the workforce to changing jobs or planning retirement. My Money Matters is an online toolkit that provides curated, journey-based support to help them understand their retirement fund benefits and make better, more confident money choices.

Clear guidance with eRBC

Big decisions like exiting or retiring come with complex choices for your members. Our enhanced retirement benefit counselling goes beyond the legal minimum to break down options in simple, easy-to-follow written information and guided digital journeys, before members act. No pressure. No confusion. Just practical guidance — with access to financial advice if they need it.

In-person worksite activations

Sometimes members need more than a digital platform — they need a conversation. That’s why we bring qualified financial advisers directly to them, through worksite activations and wellness days. Whether it’s one-on-one guidance, group education, or help with critical decisions, members get practical, personal support – on the ground, where they work.

Investment freedom with Alexforbes Invest

Your members don’t only save for retirement. They save for homes, education, emergencies, holidays — for life. Alexforbes Invest is a user-friendly digital investment platform that gives members a flexible, low-cost way to save towards any goal. With expertly selected portfolios, intuitive digital tools, and access to advice, members can start small, grow steadily, and stay in control every step of the way.

Stay invested, supported and in control with AFRIS

Your members' careers may change — but their retirement savings shouldn’t have to. The Alexander Forbes Retirement Income Solution (AFRIS) is a single fit-for-purpose vehicle that keeps members’ retirement savings connected throughout life’s changes. Whether they’re switching jobs, preserving savings, or drawing income in retirement, AFRIS gives them one place to manage it all — with no need to move their money, manage different providers or start over.

Everyday savings with AF Rewards

Your members want benefits they can use now, not just someday. AF Rewards gives members access to instant discounts on everyday things like groceries, airtime, travel and health and more. It’s easy to access, simple to use, and delivers everyday impact at no extra cost to you.

Smarter money moves, made easy with AF+

Your members often don’t know which financial options to trust or where to start. AF+ simplifies this by offering a single digital platform with carefully vetted financial solutions—whether it’s managing debt, comparing insurance, or exploring loans. Quick, trusted help when they need it.

Full visibility with AF Connect

Your members want to manage their retirement fund as easily as they manage their bank account. AF Connect is a secure, self-service portal that gives them 24/7 access to their fund information — from balances and statements to claims tracking and investments. No forms. No delays. Just simple, real-time access when they need instant answers.

WhatsApp self-service

Today’s members expect everything at their fingertips. Our WhatsApp service delivers just that — instant, secure access to balances, statements, claims and more. That’s fund information information in their pocket. Anytime, anywhere. No logins. No paperwork. No call centre queues.

Simplified transitions with Digital Exits

When members leave your fund, the process shouldn’t leave a mess. Our digital exit experience streamlines the withdrawal journey — allowing members to manage their withdrawal claims independently with clear prompts, automated forms, and access to support. It reduces manual errors, speeds up processing, and connects members to advice when they need it.

Future fit fund

When your fund isn’t future-ready, neither are your members. Alexforbes One is built with the structures, insights and safeguards to stay ahead of change — not just react to it. From ESG-aligned investments and impact reporting to integrated sustainability frameworks, we help keep you informed, compliant, and confidently prepared — so your members stay one step ahead.