Alexforbes acquires OUTvest

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Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.

How we differ from other retirement and investment companies

At OUTvest, our objective is simple. We want to help our clients invest as easily and as cost-effectively as possible. To do that, we had to rethink the conventions used by traditional retirement and investment companies.
From our industry-first fees structure to our innovative investment technology, our investing and retirement products are uniquely designed to help you grow your wealth.

Here’s what makes our investing and retirement offerings different

Our revolutionary ONE-fee model

Our revolutionary ONE-fee model

Traditional financial services companies typically charge fees of 3% per year for investing and retirement products. However, with our ONEfee, you can pay as little as 0.45% per year.

This is a massive saving in fees when compared to other retirement and investment companies. And that means you could get a lot more out of your investment.

Our fee structure also differs from other retirement and investment companies in that your total fee on your statement is in Rands and Cents.

Typically, financial services companies disclose your fees as a percentage. But we believe that disclosing your fee amount in Rands and Cents keeps things as simple and transparent as possible.

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State-of-the-art investment technology

State-of-the-art investment technology

We believe that getting quality financial advice can help you achieve, and even exceed, your investing and retirement goals.

That’s why we’ve created a user-friendly investment solution designed and built to offer investment plans and exposures that are easy to understand.

Download our app to make use of our Robo-Advisor; an algorithm-based investment technology that helps you to set up and reach your investing and retirement goals.

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Our revolutionary ONE-fee model

Skilled financial advisors

Unlike traditional retirement and investment companies that rely exclusively on human financial advisors, OUTvest is a hybrid that offers both Robo-Advice and advice from our skilled financial advisors.

This gives you the speed and accuracy of our investment technology combined with the care and skill of our human advisors. In short, you get the best of both worlds.

State-of-the-art investment technology

Investment funds that think ahead

We’ve simplified what financial services companies might offer by replacing the need for hundreds of investment funds with just five.

Our investment portfolios are designed with increasing levels of equities, incorporating both local and offshore diversification, and we’ve added a money market fund to the mix.

These highly efficient, low-cost funds look into the future of investment management to help you reach your goals.

Our revolutionary ONE-fee model

Digital investment made simple

We take care of all your investment administration from start to finish, and almost entirely online.

Managing your investments in the digital space is so much easier: add and withdraw money, view your statements, track your goal progress and change your personal details – all from your phone or computer.

State-of-the-art investment technology

OUTcomes-based investing

We’ve designed a user-friendly investment monitoring system to help you keep your investments on track to achieve your investing and retirement goals.

Calculate the performance of your investment against its forecasted outcome, and watch in real-time as the system takes into account changes in the market value of your investment, and changes in contributions or withdrawals. 

If you find that you’re not on track to reach your investing and retirement goals, we’ll even suggest practical ways in which you can get your investment back on course.

If you’re looking for a brand that’s a market leader for financial services companies, look no further than OUTvest

Disrupting the norms of retirement and investment companies puts you at the forefront of everything we do – making advice more accessible, investing more rewarding, and your goals more achievable.

Start your journey with us today and see just how much more you can get OUT of your investments.

See our retirement solutions