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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.

Advanced Financial Planning

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.

Advanced Financial Planning

We model different financial planning scenarios in real-time.

We review your current plan.

Advanced Financial Planning

And establish how we can improve.

Advanced Financial Planning

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
Advanced Financial 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
Advanced Financial Planning
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Free Consultation

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