Keith is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
| EMAIL: | |
| CONTACT NUMBER: | 083 3888 699 / 0315738232 |
| ADDRESS: | 10 Torsvale Crescent, Torsvale Park, La Lucia Ridge off Est, 4051 |
| WEBSITE: | https://www.alexforbes.com VISIT WEBSITE |
Keith Storey brings a wealth of experience and expertise to his role as a financial adviser, with a career spanning since 1986 and a distinguished tenure at Alexforbes since 2011. Holding a postgraduate diploma and an advanced postgraduate diploma in Financial Planning from the Free State University, Keith has been a Certified Financial Planner CFP® since 1997. His extensive background includes a seat on the Alexforbes advice committee since 2016, where he contributes to developing best practices in financial planning.
Keith’s approach involves a comprehensive engagement with clients to understand their financial needs and aspirations. He assists individuals in interpreting their financial circumstances, setting realistic goals and making informed decisions regarding income allocation and financial planning. By evaluating personal assets, liabilities, income and expenses, Keith provides a detailed insight into future financial projections. He uses advanced analytical tools and assumption models to ensure clients receive tailored and well-researched financial solutions.
Clients can expect a thorough and personalised service, including the creation of a detailed financial plan and a commitment to regular communication and meetings. This ongoing support is designed to help clients manage their financial affairs effectively and work towards their financial objectives, considering their evolving personal circumstances. His role is supported by a rigorous due diligence process in selecting product providers, ensuring clients benefit from high quality, cost-effective solutions.
Operating on a fee-based model, Keith ensures transparency and aligns his services with the continuous needs of his clients. Keith’s dedication to long-term client partnerships and his proactive approach to financial planning make him a trusted adviser in achieving financial success.
Alexforbes is committed to positively impacting lives by reducing financial stress, improving retirement outcomes and creating a positive societal impact. A leading financial services company in South Africa, Alexforbes was established in 1935 and is renowned for its deep expertise in retirement, healthcare and investment. The company provides independent advice and integrated solutions to individuals, employers and retirement funds across Africa, building a trusted brand synonymous with insight, advice and impact.
Listed on the Johannesburg Stock Exchange since 2014, Alexforbes has continuously adapted to meet its clients’ evolving needs. The company aims to be the most impactful provider of financial advice, extending its leadership in administration, retirement, healthcare and multi-management services. A key part of this vision is growing its investment consulting footprint with a focus on environmental, social and governance (ESG) considerations and impact investing.
In 2022, Alexforbes rebranded, simplifying its name from Alexander Forbes to Alexforbes. This rebranding reflects a strategic shift towards a more inclusive and accessible market position, aiming to better connect with individual clients and enhance digital engagement.
At the core of Alexforbes’ mission is its customer value proposition: to pioneer insight, deliver high-quality advice and provide tailored solutions that empower clients to make informed decisions. Ultimately, helping clients achieve a secure and confident financial future is at the core of what we do.
You can cancel at any time.
