Shiree is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 083 409 8739 / 043 701 4841 |
| ADDRESS: | Short Mill House, Ground Floor, Quarry Office Park, Quartzite Drive, Selborne, 5201, East London |
| WEBSITE: | https://www.alexforbes.com VISIT WEBSITE |
Shiree Coetzer has over 20 years of experience in the financial services industry and has been consulting with Alexforbes clients for more than a decade. Her career spans various roles, including serving as a Financial Planner at Alexforbes since August 2010, a Broker Consultant at Liberty Life, and holding several positions at Standard Bank from 1992 to 2008, where she worked as an SBFC Consultant, Private Bank Manager, and in other capacities. Shiree holds a B Com degree and is a Certified Financial Planner® (CFP), currently serving as a Senior Financial Planner.
As a financial adviser, Shiree’s goal is to elevate her clients’ financial knowledge, empowering them to make informed decisions regarding investments, risk management, and the financial choices they face. By working with Shiree, clients are more likely to adopt a long-term investment strategy, enhance their savings behaviour, make tax-efficient investment choices, and avoid poor financial decisions.
The greatest benefit of working with an accredited financial adviser like Shiree is the peace of mind that comes from knowing a professional oversees their financial well-being. Shiree stands by her clients throughout every stage of their lifelong financial journey, offering expert personal advice tailored to their unique needs. With access to both short-term and long-term strategies, financial tools, and services, she creates integrated, outcomes-based financial plans that support her clients’ wealth creation goals.
Shiree is dedicated to promoting financial well-being and building trust-based relationships with her clients. Her advice is always tailored to each client’s circumstances and needs, whether they are starting their career or preparing for retirement. Shiree’s approach ensures that her clients don’t leave their future lifestyle to chance. She is passionate about client service and takes pride in simplifying the complex financial landscape to suit her clients’ needs. By working with Shiree, clients can rely on her expertise, experience, and objective advice to navigate their financial matters confidently and secure their financial future.
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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