Mandy is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
| EMAIL: | |
| CONTACT NUMBER: | 082 330 7026 / 011 269 0128 |
| ADDRESS: | 115 West Street, Sandown, Sandton |
| WEBSITE: | https://www.alexforbes.com VISIT WEBSITE |
Mandy Porter is a highly experienced Senior Financial Planner at Alexforbes, where she has been a key member since 1997. With a Bachelor of Social Science and Certified Financial Planner (CFP) designation, Mandy brings over 25 years of expertise in the financial services industry to her role. Initially joining Alexforbes as a consultant in the Individual Consulting area, she transitioned to a financial planner role two years later. She has since been dedicated to providing comprehensive financial planning and investment advice.
Mandy’s approach to financial planning is deeply rooted in holistic advice and long-term strategic thinking. She is committed to enhancing her clients’ financial literacy and empowering them to make well-informed investments, risk management and financial planning decisions. By offering expert advice, Mandy helps clients navigate complex financial choices, optimise savings behaviour, and select tax-efficient investment options.
The core value of Mandy’s advisory services lies in the peace of mind she provides. Clients benefit from knowing that a seasoned professional is overseeing their financial well-being. Mandy’s expertise is crucial in crafting tailored, outcomes-based financial plans that align with both short- and long-term wealth creation goals.
Specialising in a range of advisory solutions, Mandy offers expertise on resignations, retrenchments and retirements, as well as discretionary and voluntary fund management. She also provides guidance on local investment structuring, estate planning and establishing wills and trusts. Her dedication to fostering strong and trust-based, client relationships underpins her value proposition. Mandy is committed to delivering personalised, appropriate advice that addresses each client’s unique circumstances and financial needs, reinforcing her role as a trusted partner in their financial journey.
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.
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