Ground Floor South Wing
Great Westerford
240 Main Road
Newlands
7725
Ground Floor South Wing
Great Westerford
240 Main Road
Newlands
7725
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.
Flexible income options for your retirement
Grow and preserve your retirement savings
Tax-efficient savings for your future.
Building Wealth for a Secure Retirement.
Offshore portfolio structuring and management.
Diversify your investments for maximize growth.
Transition from employment income to retirement.
Protection with market-leading insurers.
Fiduciary care for your estate and legacy.
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.
Fill out details on Asset-Map.
Connect via Zoom or in-person.
Get a Financial report and plan.
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?
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
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
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 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.
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