Alexander Forbes Financial Planning & Advice

Alexander Forbes Financial Planning Consultants are professional, qualified financial advisers that use the latest technology, revolutionary financial planning tools, research and information to offer you expert, personalised financial advice.

I want to RETIRE

I want to SAVE

I want to INSURE

I want to PLAN

Retirement Products

Preservation Fund (provident and pension)

Retirement Annuity

Retirement/Annuity income

Investment Products

Unit trusts

Offshore investments

Endowments

Saving for a planned expense

Insurance products

Life insurance

Disability and dread disease cover

Estate Planning

Wills

Trusts

Product Features

Our unique solutions and holistic advice differentiate us from our competitors and keep us a cut above the rest.

You will recognise each of our innovative product features through the following icons:

	ADVICE
	Professional financial planning advice
	ADMINISTRATION
	Efficient and effective product (single platform) administration
	HOUSEVIEW
	Our dedicated team of investment professional’s view
	INDUSTRY PRODUCTS
	We research all the industry products and services available to offer you the best product choice
	DCIPHER
	DCipher: state-of-the-art advisory tool
	ANNUITY BUREAU
	Alexander Forbes Annuity Bureau

JSE Indices

Commodities

Trading Currencies

Through Alexander Forbes financial planning consultants (FPC) we are able to offer you a number of cost-effective, innovative investment, insurance, retirement products and financial planning services.

Expert planning & advice!

Advice on tax and estate planning
Analysis of Life cover requirements
Wealth creation and wealth preservation
Retirement planning
Investment planning
Financial advice
Offshore investment advice
Drafting wills

Individual Advice Centre
Financial planning advice,
products and services.

Monday to Friday, 8am to 5pm

Contact a financial planner
Telephone: 0860 100 444
Email: iac@aforbes.co.za