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Work Wisdom Wealth
Welcome to the digital age of financial planning.
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RETIREMENT SAVINGS OFFSHORE
- Allan Gray Registered "Find an Adviser"
- Approved by the FSCA FSP Number 40592
- Secure Website
Investonline Portfolio Performance
Actual 10-year performance annualised from December 2011 to December 2021
8,1% p.a
Conservative
10 Yr Annualised
10,3% p.a
Moderate
10 Yr Annualised
11,7% p.a
Aggressive
10 Yr Annualised
Source: compiled from Morningstar
Why invest with Investonline?
Investonline is an independent financial advisory (IFA), licensed with the Financial Sector Conduct Authority (FSCA). We provide investment advisory and financial planning services. The company was founded in 2009 and is led by Nick Brummer CA (SA) who has 25 years of investment experience. With a dedicated team of professional advisors, Investonline provides a holistic financial service that includes regular client interaction, an array of relevant investment and financial planning products and simple online convenience all at a fraction of traditional costs. We are proud of our service history as reported by our many satisfied clients, which is coupled with our superb investment performance.
WORK
Our ethos provides the blueprint for our attitude to our work.
Finding the best financial solution together with our clients is at the heart of what we do. Through a collaborative effort, we engineer the route to an investment plan that works for you. That’s our work. Our ethos fortifies and enlightens our professional conduct and approach. Disciplined assessment of financial needs and goals, responsible investment planning, superior investment selections and regular portfolio reviews shape our policy of best practice. Teamwork and client service are key features of which we are proud.
WISDOM
Our values enlighten our wisdom.
The application of our collective knowledge drives our internal process. Our investment market experience of nearly three decades offers access to the keenest industry minds. Through our regular fund manager visits and rigorous interrogation of their strategies and positions, we are able to formulate our views and make decisions. Further knowledge is accrued through frequent attendance of financial planning seminars where we gain valuable insight into new thinking and approaches taking shape in the industry. Access to the latest financial planning tools are critical to offering our clients the best solutions available.
WEALTH
Our culture supports growing wealth.
The discipline of work and the application of wisdom culminate in our purpose: to create wealth for our clients and to bring about a sustainable, growth-oriented business. As an independent advisor, we are free to choose from the best investment and financial products in the market without prejudice to our clients. Our independence has assisted in our business growth as more and more satisfied clients value independent advice supported by reliable and consistent client service. Our recommended portfolios have achieved an impressive record showing strong investment performances in their peer groups over the past five years. Actively practising a strong company ethos, applying our values system and living our company culture, we are confident of our mission to achieve growth in wealth for our clients.
- Allan Gray Registered "Find an Adviser"
- Approved by the FSCA FSP Number 40592
- Secure Website
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