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Welcome to Investonline
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
Our Service Offering
Financial Planning
Lifestyle financial planning tailor-made for you
Investment Management
Portfolio management, market updates and quarterly reviews
Offshore Investing
Offshore portfolio structuring and management
Estate Planning
Planning for your legacy and loved ones
Income Planning
Transitioning from employment income to retirement income
Tax Planning
Structuring your investments for optimal tax efficiency
Insurance Solutions
Cover by market-leading insurers
Wills and Fiduciary
Peace of mind regarding your estate affairs
Speak to a Client Portfolio Manager
Contact UsDigital Financial Planning With Us
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
Our Process
Discovery
Complete your details using Asset-Map.
Meeting
Meet with our team using Zoom, MS Teams or in person.
Implementation
Receive a full financial planning report, investment strategy and structure.
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?
What our clients say
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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
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
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
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
Member of
Investonline Portfolio Performance
Actual 12-year performance annualised from Aug 2012 to Aug 2024
11.6% Aggressive 12 Yr Annualised
10.0% Moderate 12 Yr Annualised
8.5% Conservative 12 Yr Annualised
Investment Insights
Investonline: Estate Planning Webinar recording and slides
We are pleased to share the recording and slides from our recent Estat ...
Managing Life’s Risks: Your Personal Checklist
Having comprehensive short- and long-term insurance, along wit ...
The Benefits of a Diversified Investment Portfolio
With increasing global geopolitical risks and a more favourable South ...
Understanding the Two-Pot Retirement System
Effective 1 September 2024, retirement fund legislation will introduce ...
Contact Us
We’d like to hear from you.
Send an email, give us a call / video call or come see us in person.