September is Wills Month and there’s no better time than now to secure your legacy and protect your loved ones by putting your wishes in writing. ​ Without a will, decisions about your estate could be made without your input and that can cause unnecessary stress for those you

Over 1 million Alexforbes retirement fund members now have access to advice to help them invest, plan and reach their financial destination. Not a member? You can still invest with us and benefit from our expert guidance. And if your employer isn’t with Alexforbes, it’s worth

Are you confident you’re on track to reach your financial goals, no matter how markets move? Investment markets can be unpredictable, but regular reviews help you stay focused on what matters most, your long-term objectives. With Alexforbes Invest, you’ll get clear insights into

Between deductions, allowable expenses and making sure you’re compliant, tax season can get overwhelming. We’re here to help! Our trusted advisers are here to help you spot opportunities to maximise your return and plan ahead so next year’s filing is stress-free. Let’s

Your retirement savings should work for you and if no one’s helping you make the most of what you’ve saved, you’re missing out. As an Alexforbes retirement fund member, you have access to independent financial advice to maximise your savings. if you’re not a member, you can

This September is Wills Month, and at Alexforbes, we are committed to helping you protect what matters most, your family, your assets, and your wishes. A Will is more than a legal document, it ensures: • Your wishes are known and respected • Your assets are distributed

Medical schemes will soon announce their 2026 contribution increases. But what drives these increases, and what do they mean for you? Why the increases? • Rising healthcare inflation • Higher claims volumes • Post-COVID surge in elective procedures This means your monthly

Bonitas Medical Fund has announced their contribution increase for 2026, it is an average increase of 8.8%, with individual options ranging from 6.9% to 11.3%. Be sure to consult your accredited healthcare consultant to ensure you're maximising your health benefit plan.

Financially secure employees aren’t just less stressed, they’re more engaged, productive and committed to your organisation’s goals. Our retirement consulting solutions help employers: - Educate employees about their retirement options - Provide tailored strategies to suit

When it comes to wealth and investing, women hold significant influence but the gap in access to advice and opportunities remains. - Nearly 70% of women have never met a financial adviser. While 92% feel confident managing daily finances, confidence drops to 53% when it comes to

This Heritage Day, we celebrate the diverse journeys that shape our financial stories. Here’s to building a future that honours our past.

Be alert, fraudsters love tax season. At Alexforbes, your security is our priority. Remember to always verify communications and never share your sensitive information like PINs or passwords over the phone or via email and remember that we would never request payment to process

As your life changes, so do your healthcare needs and your medical aid should keep up. Whether your family has grown, your health priorities have shifted, or your budget needs adjusting, reviewing your plan can ensure you’re still getting the best value and cover. Reach out to

Only 9% of households in South Africa use a professional financial adviser — not because they don’t want guidance, but because they assume it’s not for them. ✅ With the right advice, employees save more, invest smarter and retire better. ❌ Without it, they face greater

Medical Schemes are now announcing their 2026 contribution updates. Momentum Medical Scheme has revealed an average increase of 9.9%, with individual options ranging between 9.4% and 10.5%. Consult with your accredited intermediary to ensure you are optimising your chosen

Medical Schemes are releasing their 2026 contributions and increases. Medshield has announced an average increase of 7.5%, with individual options ranging from 7% to 9.9%. Be sure to consult your accredited intermediary to ensure you are optimising your chosen health benefit

Discovery Health Medical Scheme has announced an average increase of 7.2%, with individual options increases ranging from 0% to 7.9%. Increases deferred to 1 April 2026. Do consult your accredited intermediary to make sure you're getting the most out of your health benefit

Setbacks happen. From job losses to unexpected events, financial stress often forces people to start from scratch and it can weigh heavily on mental health. This Financial Planning Month, it’s never too late to begin again. With the right advice, you can turn financial stress

If you’re just trying to get by month to month, you might think you don’t qualify. As an Alexforbes retirement fund member you can access independent, trusted advice that helps you make better money decisions. If you’re not an Alexforbes member, you can still invest with us and

Bestmed Medical Scheme has shared an average increase of 6.8%, with individual options ranging from 5.1% to 7.8%. Do ensure that you consult your accredited intermediary to make sure you're getting the most out of your health benefit plan.