Alexforbes

As we wind down the year, please note our soft closure period from 23 December 2024 to 3 January 2025. During this time, we’ll have limited resources, but rest assured, we’ll get back to you as soon as we can. Normal operations resume on 6 January 2025. Wishing you a relaxing festive season!

New year, new goals! Let’s bring your 2025 dreams into focus. Visualise your goals. Plan your future. Achieve more. Start here: https://bit.ly/3VO5Bfu

Ctrl + Save for endless brunches and afternoons on the golf course. Switch your retirement annuity (RA) or preservation fund to Alexforbes and let us help you reach your retirement goals. Picture leisurely brunches or afternoons on the green in your golden years. Every move gets you closer to financial freedom—and you could win R50 000 added to your investment! Switch now and Ctrl + S for your retirement. https://bit.ly/3VSnw4L Terms and conditions apply.

Ctrl + Save and afford the things you love even in retirement. With a retirement annuity (RA), you can start saving from just R100 a month to work towards financial freedom. Enjoy a tax break when filing your annual tax returns with SARS this year, making your savings work even smarter for you. Plus, when you open an RA with Alexforbes, you stand a chance to win up to R15 000 topped into your account—or you can choose amazing prizes like a MacBook Air, PS5 or a mall voucher. Ctrl + S: Take control of your financial future. Open a Retirement Annuity today: https://bit.ly/3VSnw4L Terms and conditions apply.

To avoid the festive season turning into new year frustration needs good financial planning. It’s time for an Alexforbes adviser. It will be time well spent. https://lnkd.in/dGmqy9E6

December is for relaxation and celebration, but let’s not forget to stay vigilant ⚠️. Scammers are out in full force this time of year, so keep an eye out for any suspicious activity and protect your personal info. Enjoy the festive season, but stay safe and secure!

Who says your goals are out of reach? Whether it's a vacation or an emergency fund—take the first step with a Tax-Free Savings Account. Think about money differently this festive season and start saving from just R100 per month. It's easy, tax-free and a click away – online and no paperwork! Enjoy no tax on the returns of your investment. And here’s the exciting part: when you open your TFSA, you could win up to R15 000 topped into your account—or redeem prizes like a PS5, MacBook Air, smart watch or even a weekend getaway. Ctrl + S: Control your future and save for it. Start your savings journey here: https://lnkd.in/d69eSMNY Terms and conditions apply.

Here’s to a season full of joy, laughter and all the festive vibes! Stay safe, enjoy the celebrations and make those savvy financial choices as we countdown to 2025 💰🎉 Let’s toast to a bright and prosperous new year ahead!

Have you received your 13th cheque or bonus yet? Time to outsmart #JanuWorry! Plan ahead, save smart and start the new year stress-free 💰 🎉 . Remember to also stay vigilant this festive season as scams tend to rise. Protect your finances and keep your details secure 😉

From building sandcastles on the beach and exploring bustling cities to making treasured memories together, if your investment destination is an unforgettable family getaway, you’re in the right place. We know just how to find, access and select only the best investment minds, locally and globally – so you’re always in safe hands, wherever your investment destination takes you. With Alexforbes, no matter your investment destination, you’re in the right place. https://bit.ly/3V9q3at