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Fees and Benefits

At Investonline, we focus on achieving strong net-of-fees returns, ensuring your investments grow effectively over time. While fees are important, prioritizing quality and long-term performance delivers the best results.

Net Returns Matter

  • Growth After Fees: Success isn’t about the lowest fees but how well your investments grow after costs.
  • Balancing Quality and Cost: High-performing funds may have slightly higher fees, but if they deliver superior net returns, they’re worth it.
  • Long-Term Impact: Consistent net returns have a greater effect on building wealth than cutting costs alone.

Low Fees Aren’t Always Better

  • Performance vs Cost: Low-cost funds may underperform if they lack experienced management or adaptive strategies.
  • Expertise Pays Off: Skilled fund managers with proven results can drive better net returns, even with slightly higher fees.

Our Approach to Fees

We aim to optimize your investments by balancing reasonable costs with strong performance:

  1. Living Annuity, Preservation Fund, Retirement Annuity, Offshore Investing: Our solutions focus on minimizing fees while aligning with your goals.
  2. Estate, Retirement, and Financial Planning: We ensure comprehensive strategies that incorporate long-term financial security and effective estate planning.
  3. Value-driven Funds: We prioritize funds with a track record of net-of-fees success.
  4. Cost-Effective Platforms : We recommend platforms that lower admin fees without sacrificing quality.
  5. Ongoing Monitoring: We ensure your portfolio consistently meets your financial objectives.
  6. We Offer Comparisons: Evaluate Living Annuities, Preservation Funds, and Retirement Annuities with our free performance comparison reports to ensure you’re making the best decisions for your financial future.

Transparent Fee Structure

Annual Advice Fee:
0.50% (0.58% incl. VAT) on assets managed, deducted monthly.

Family Discounts:
Combine family accounts to reduce fees and save on administration costs.

The Bottom Line

While fees are important, focusing solely on costs can hinder investment success. Prioritize solutions that deliver strong net-of-fees returns and align with your financial goals.

We specialize in optimizing portfolios for Living Annuities, Preservation Funds, Retirement Annuities, Offshore Investing, and provide expert guidance in Estate, Retirement, and Financial Planning to ensure long-term growth.

Ready to Maximize Your Investments?

Investonline provides transparent, cost-effective strategies tailored to your goals. With our expertise and free comparison tools, we help you evaluate options and make informed decisions for your financial future.

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