Advanced Financial Planning
At Investonline, we help clients nationwide create personal Financial and Retirement Plans, free of charge, offering valuable insights for your Retirement Lifestyle.
1. Data Gathering
Get a complimentary one-page summary of your financial picture.
You will receive a summary of your household’s financial position.
We gather your information through a simple questionnaire.
We gather your financial information.
- Income
- Real estate / properties
- Loans and liabilities
- Investments
- Banking
- Insurance
- Businesses & trusts
- Other
We determine what else is important in your planning.
- Retirement planning
- Caring for a parent
- Saving for college
- Providing a legacy
- Contributions to charity
- Saving for goals
- Minimizing taxes
- Other
2. Building your financial plan
Arrange a complimentary Financial Planning Session
You will be able to see how your current plan compares with improved financial plans in a video- or in-person meeting.
We model different financial planning scenarios in real-time.
We review your current plan.
And establish how we can improve.
3. Strategy Review
Review your financial plan and recommendations
We will arrange a follow-up investment meeting where we discuss the following:
- Tax-efficiency
- Your personal risk profile
- Your suitable investment strategy
- Appropriate offshore exposure
- Estate planning
4. Investment Recommendations
Receive your investment recommendations for your financial plan
Our investment recommendations are tailored to:
- Optimise tax efficiency
- Personalise investment strategy
- Enhance estate planning
- Be actively managed to keep your plan on track
Ready to start your financial plan?
