People who care every day
Alexander Forbes Beneficiary Fund
and The Alexander Forbes Trust
Our value proposition
The fund’s purpose is aligned with that of the Alexforbes group, which is to pioneer insight to deliver advice and solutions that impact people’s lives. This is achieved by:
Insights – knowledge is power
We have relevant access to accurate and sufficient data, the right technology to extract that data and the right expertise and mindsets to understand the data and how it relates to our clients and their business.
Advice – high-quality advice leads to better decisions
We deliberately use our insights to inform and influence the high-quality advice frameworks that are implemented across our consulting and administration platforms.
- advice that is independent
- advice that is integrated
Solutions – real solutions, relevant today and through retirement
When you begin to connect the dots between insight and advice, solutions can really take shape in a meaningful and impactful way. Finding the best solutions always starts with having the right insight and advice. A key enabler of our capacity to deliver better employee benefits and improved outcomes is our ability to effectively implement high-quality advice, informed by well-researched insights.
Impact – purpose-driven to influence better-informed decisions
The real measure of success is a demonstrable improvement in outcomes. The Alexforbes value chain exists to deliver impact to clients’ lives. We exist to be an agent of change, providing individuals with an employee benefit plan that lets them stress-test their financial priorities to understand which decisions will have the greatest impact on their lives. Ultimately, we want to help all our clients feel in control, confident and secure in their financial journeys by making it easy for them to succeed.