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Welcome to Investonline

Advanced Retirement and Financial Planning

Investonline launched in 2009 to provide independent investment, financial, and estate planning advice tailored for the digital age, nationally.

Offering Living Annuities, Preservation Funds, Endowments, Retirement Annuities, Unit Trusts and Direct Offshore Investing, we make advanced Retirement Planning and Financial Planning accessible from anywhere, whether at home or in the office.

With nationwide service, each client has a dedicated Client Portfolio Manager and supporting team, ensuring a seamless, personalised approach to portfolio, financial, and estate management.


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Explore Our Products

Financial Planning

Living Annuity

Flexible income options for your retirement

Investment Management

Preservation Fund

Grow and preserve your retirement savings

Offshore Investing

Retirement Annuity

Tax-efficient savings for your future.

Tax Planning

Retirement Planning

Building Wealth for a Secure Retirement.

Estate Planning

Offshore Investing

Offshore portfolio structuring and management.

Insurance Solutions

Unit Trusts

Diversify your investments for maximize growth.

Income Planning

Financial Planning

Transition from employment income to retirement.

Unit Trust

Insurance Solutions

Protection with market-leading insurers.

Insurance Solutions

Estate & Will Planning

Fiduciary care for your estate and legacy.

Speak to a Client Portfolio Manager


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Digital Financial Planning

At Investonline, we collaborate with clients to create personalized financial plans using our digital financial planning process. Our reports are tailored to your financial future and desired lifestyle.

After implementing your financial plan and structuring your investment portfolio, we regularly review both to help you stay on track toward your financial goals. This includes making necessary adjustments to your investment strategy or personalized plan.

Next Steps

Discovery

Fill out details on Asset-Map.

Meeting

Connect via Zoom or in-person.

Implementation

Get a Financial report and plan.

Experience our Value-Add over the long term

Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.

What are my retirement needs?

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Experience Diagram

What our clients say

View all reviews on Trust Pilot
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The Best Investment Decision I ever Made

From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.

Mervyn Sparks
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Understanding the Client's Needs

Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.

Lindsay Bassett
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First time investor

As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.

Cobus Nolte
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Thank you once again for your excellent service

Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance. We look forward to a long and mutual relationship with you and Investonline.

Richard & Claire, Knysna.

Our Partners

Allan Gray
Allan Gray
Allan Gray
Allan Gray
Allan Gray
Member of
Allan Gray
Allan Gray
Allan Gray

Investonline Portfolio Performance

Actual 15-year performance annualised from Nov 2009 to Nov 2024

12.5% Aggressive 15 Yr Annualised

10.5% Moderate 15 Yr Annualised

8.6% Conservative 15 Yr Annualised

Ethos

Integrity, responsibility, quality, and teamwork define Investonline’s ethos. These principles allow us to deliver professional services, ensuring transparency and fair fees.

Values

We emphasize Trust, Respect, Passion, Dedication, Performance, Research, and Learning to guide every aspect of our work and decision-making.

Culture

We aim for a positive workplace that benefits our clients. We encourage accountability, reward success, and strive to provide exceptional service.

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