Delivering financial wellbeing entails six important steps: 📌 Money and me: Getting your house in order 📌 Direction: Goal setting and budgeting 📌Resilience: Your debt and financial protection 📌 Legacy: Ensuring you leave behind a legacy to be proud of 📌 Saving and invest sustainably 📌 Planning: Starting your Alexforbes advice journey Make sure to prioritise your financial health as it has a direct link to overall mental health and wellbeing. Learn more: https://bit.ly/4eyzuId
Alexforbes Offshore
Financial Services
Alexforbes offers advice to individuals and employees on investments, pensions, risk and protection.
About us
Alexforbes Channel Islands Limited (AFCI), trading as Alexander Forbes Offshore (AFO), is based in Jersey and is 100% owned by Alexander Forbes Group South Africa. We have been the Jersey presence for Channel Island employers and employees since 1975 and are regulated by the Jersey Financial Services Commission, registered number 9596. We help our clients create, grow and protect their financial well-being throughout their careers and into retirement. We do this through an extensive range of pension, investment and employee benefit solutions. Our core business is administering local and international corporate pension funds, savings and investments, as well as providing risk (insurance) services. We also operate our own Jersey-approved personal and group pension funds, including the Alexander Forbes International Personal Pension Plan.
- Website
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https://www.alexforbes.com/
External link for Alexforbes Offshore
- Industry
- Financial Services
- Company size
- 11-50 employees
- Type
- Privately Held
Updates
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As December approaches, we want to remind our community to be extra vigilant. The festive season often sees a rise in fraudulent activities. Protect your financial plans by staying informed and cautious: -Stay alert to suspicious transactions. -Secure your personal and banking information -Think smart before making any financial decisions. Your financial well-being matters. Let’s make this season safe and stress-free https://bit.ly/3rgEL3o
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Planning your finances isn’t just about numbers but about peace of mind and achieving your dreams as well. Here’s why it matters: 💡 Reduce Stress – With a clear plan, you can manage uncertainty and avoid financial surprises. 💼 Financial Security – Safeguard your future by preparing for the unexpected. 🎯 Achieve Your Goals – Whether it’s a new home, education, or retirement, financial planning helps turn your goals into reality. https://bit.ly/3rgEL3o
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Financial planning is all about setting and reaching your life goals with a clear roadmap. By understanding where you stand financially, you can make informed decisions to secure your future. Here are the key components: -Budgeting – Track your income & expenses to stay in control. -Saving & Investment Planning – Build wealth and prepare for life's milestones. -Retirement Planning – Secure a comfortable future by planning for tomorrow, today. Take control of your financial journey with us today: https://bit.ly/3rgEL3o
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An emergency fund is a savings reserve for unexpected expenses or financial emergencies. Reasons to have one include: 📌 medical emergencies 📌 home repairs 📌 loss of income The benefits are endless. Reach out to us for expert savings planning and secure your financial future. https://bit.ly/4dx3KCd
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Financial wellbeing is key to overall mental health! 🌟 Supporting financial health in the workplace boosts employees' overall quality of life and productivity. Invest in their financial wellness for a healthier, more engaged team https://bit.ly/3rgEL3o
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Enhancing your employees' retirement planning is crucial! Our retirement consulting services offer tailored advice and solutions that significantly improve their quality of life, both now and into retirement. By partnering with us, you invest in their future well-being and financial security. Let’s work together to create a retirement plan that truly makes a difference https://bit.ly/3rgEL3o
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Looking to find your financial sweet spot? Reach out to us for sound advice and expert guidance tailored to your needs. Let’s work together to uncover the best strategies for your financial success and peace of mind https://bit.ly/3rgEL3o
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Save and invest sustainably while cutting costs with our active multi-managed solutions. We enhance the quality and diversity of your investment lineup, ensuring robust returns for your investment portfolio and the expert managers we curate ensure both your returns and the investments that your capital is deployed into are sustainable. Discover how we can help you save and invest sustainably, speak to a member of our financial planning team today. https://bit.ly/4dx3KCd
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Ensuring wealth growth and retention for future generations is crucial for long-term prosperity. At Alexforbes, we're committed to empowering you with tailored financial strategies that pave the way for a secure future. We also work closely with our professional Wills and Probate partners to help you execute your legacy planning. This is of huge benefit to your loved ones when successfully setup and brings peace to them in a difficult time. Our expert planners are here to help you build a legacy that stands the test of time. https://bit.ly/4dx3KCd