Alexforbes

Alexforbes Alexforbes offers integrated retirement, investment, life and insurance solutions. The primary operations are based in South Africa and the United Kingdom.

A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexforbes' customers include small, medium and large organisations, specialist groups and individuals. We focus on our customers to deliver an efficient and innovative service by empowered people wherever we operate.

“How much of a retirement fund should be invested offshore?” This is one of the biggest questions facing South African r...
03/09/2026

“How much of a retirement fund should be invested offshore?” This is one of the biggest questions facing South African retirement funds and there isn’t simply a case for “more” or “less”.
Leo Greyling from EBnet, Msizi Msomi from Alexforbes Investments and Rob Ansari, Global Head of Analytics and Portfolio Solutions at Mercer explore how much global diversification may be appropriate, while unpacking the role of currency risk, emerging markets and the practical considerations around investing globally in the 7th instalment of The Art of Manager Fusion.
Because going global isn't just about looking beyond our borders. It’s about finding the right balance.

🎙️ Episode 7 is live on https://brnw.ch/21x5oZ5

02/09/2026

Is your financial plan ready for spring? 🌱​

Spring is a great time for a fresh start and that includes your finances.​

Take a moment to review your:​
• Budget​
• Savings​
• Insurance​
• Retirement plan​

You may find that a small adjustment today could put you in a stronger position for tomorrow.​

What’s one area of your finances you’d like to reset this spring?​

We are here to help you take the first step: https://brnw.ch/21x5n1y ​​

01/09/2026

Sustainability is reshaping the way organisations think about leadership, governance and long-term value creation. But beyond compliance, how do businesses turn sustainability into a competitive advantage?

With experience spanning financial services, energy, mining, aviation, real estate and global sustainability advisory, Lee Swan has spent over two decades helping organisations navigate this evolving landscape. Her work with international sustainability reporting bodies and investment-focused initiatives gives her a unique perspective on the future of responsible business in Africa.

If you're an HR professional, trustee, executive or business leader looking to stay ahead of the changing business environment, this is a conversation you won't want to miss.

📍 Employee Benefits Summit 2026
📅 7–9 October 2026
📍 Sarova White Sands Beach Resort

🎓 Earn 6 IHRM CPD Points

Register today: https://cloud.octagonafrica.com/opasdevapi/new/opasapi/ebs

Alexforbes

01/09/2026

Every hero brings something unique to the team and the Save Squad is no different 🦸.

Together, they're on a mission to help children discover the power of saving, planning and making smart money choices through fun-filled adventures.

Who's your favourite character so far?

Watch the series: https://brnw.ch/21x5l2z

31/08/2026

Beyond Benefits explores the critical role of integrated health and...

31/08/2026

Wealth is changing hands like never before, with women expected to inherit more wealth over the coming years. But with that opportunity comes the responsibility of making informed financial decisions, often during emotionally challenging times.​ 💰

​Rita Cool explores the concept of the Great Wealth Transfer, highlighting why financial confidence, trusted advice and thoughtful planning are essential. 💸📊

From navigating family dynamics and avoiding financial pitfalls to preparing before wealth is transferred, she shares practical insights to help women make decisions that support their long-term financial wellbeing.​

​🎥 Watch the full episode: https://brnw.ch/21x5jsv

​

What goes into building the right default portfolio?For most retirement fund members, the default portfolio plays a crit...
28/08/2026

What goes into building the right default portfolio?

For most retirement fund members, the default portfolio plays a critical role in shaping their retirement journey. But designing one that truly serves members requires more than simply choosing a mix of assets.

In Episode 6 of The Art of Manager Fusion, Janina Slawski, Executive Investment Consulting at Alexforbes and Leon Greyling from Ebnet, unpack the thinking behind Strategic Asset Allocation from member demographics and capital market assumptions to balancing long-term growth with inflation protection.
Because when the default is where most members invest, getting the blueprint right matters.

🎥 Watch Episode 6 now: https://www.ebnet.co.za/ebnet-stream/art-of-manager-fusion/

28/08/2026

We put our colleagues on the spot. No scripts. No rehearsals. Just rapid-fire questions, quick answers and a few very honest responses 🔥🎤

From “coffee or tea?” to “what’s your financial toxic trait?”, we got to see the personalities behind the people who make Alexforbes what it is. Because behind the Insight, Advice and Impact are real people with real personalities.

Happy Women’s Month to the incredible women who inspire us, challenge us and keep us moving forward. 💙

27/08/2026

For Women’s Day, we swapped the spreadsheets for some rapid-fire questions and got to know the women behind Alexforbes a little better. 🎤💙
From their biggest guilty pleasures to their money habits, life lessons and the advice they’d give their younger selves, we put them on the spot and got some interesting answers!

Here’s to the women who bring their whole selves to what they do, inspire those around them and continue to make an impact every day.

Happy Women’s Month! 💙✨

27/08/2026

The quickest way isn't always the smartest way.​ 🥚

The Goose That Laid the Golden Eggs teaches an important lesson: when we chase instant rewards, we can lose sight of long-term success.

Building wealth takes patience, consistency and the discipline to let your money grow over time. 💛​

​Read the full story here: https://brnw.ch/21x5eYu ​

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115 West Street
Sandton
2196

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Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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