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The digital age of financial planning

Investonline continues to provide investors with new and innovative ways to manage their financial plan online while engaging with our team of professional Client Portfolio Managers. Our state-of-the-art financial planning tools assists clients to create their plans through video meetings and screen-sharing technology. This enables investors to have an interactive and ongoing financial planning experience from the comfort of their own home or office.

3rd Quarter 2021 Market Outlook

As South Africa continues to battle with a third COVID 19 wave, we address the challenges facing investors and share our views on how best to navigate these uncertain times.

Understanding Living Annuities

As you get closer to your expected retirement date, one can often be overwhelmed by information and have difficulty making important retirement decisions. Certain decisions include selecting how much to draw as a lump sum, choosing the right product, how much income to draw and where to invest your retirement savings. We have detailed the key attributes of a living annuity and answered some important FAQs such as the difference between a living annuity and other retirement products. 

The Importance of a Financial Plan

Having a comprehensive financial plan provides you the best opportunity to achieving your life goals and long-term financial security. We address 10 key areas to be included in your financial plan and how to compile one.

Platinum – the Investment of a Generation

In 2017, we wrote an article titled “Platinum – the Investment of a Generation”. At the time, the Impala Platinum share price was R35. Now it’s R240. What can we learn from this massive gain and what is the outlook for the industry now? Please click here to read further.

Estate Planning: Simple rules to plan for death

Death and taxes are certainties, but often, we don’t plan for them. We spend years saving and growing our wealth but ignore the necessary planning to effectively transfer that wealth to our dependents when we pass. Implementing a few simple steps will make a huge difference to how your assets are handled on death and will provide a smooth transition to your family.

Lessons from the Pandemic

If only we could predict the future, we would all be rich. Not really, but it reminds us that predicting the future (as shown with the Pandemic) is very difficult. History will not show us the future, but we can learn from it to help us improve our decision-making processes.

2nd Quarter 2021 Market Outlook

The last 12 months have been extraordinary, driving relentless market volatility and massive sector divergence. With vaccine programs being rolled out, light is appearing at the end of the tunnel. Please read our 2nd Quarterly Market Outlook where we review the risks and opportunities in the markets.

How to get the most out of your Tax-Free Savings Account

Tax-Free Savings Accounts (TFSA) should form part of your retirement plan as they can provide a valuable “boost” to your lifestyle. We provide some guidelines on how better to use a TFSA.

Technology’s high valuations are being questioned

Technology shares have been a major driver of global markets over the last eight years. As specific risks mount, such as regulatory scrutiny and rising interest rates, the sector’s high valuations are being questioned.

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?