Investonline, Your Go-To Offshore Investing Calculator:

Offshore Calculator

Explore your offshore investments.

  • Track your capital
  • Compare currency options
  • Standard & advanced inputs
  • Compare offshore scenarios
  • Project long-term growth

Enter your current Total Offshore amount to see your potential fee savings.

Alternative: Try our Retirement Calculator

*Trusted by thousands of South Africans

Investonline, Your Go-To Offshore Investing Calculator:

Offshore Investing Calculator

Access Standard and Advanced inputs:

  • Adjust returns
  • Adjust inflation
  • Change currency
  • Adjust investment term
  • And more to help fine-tune your plan

Every 1% matters in returns and fees.

Know your numbers with visual graphs, including a results link sent by email.

*Includes a 45-second video.

Investonline, Your Go-To Offshore Investing Calculator:

Offshore Investing Calculator

On your [investment] – fee choice matters.

  • Based on your amount Calculated from your input.
  • Compare your options Industry vs Investonline fees.
  • Keep more invested Lower fees, more invested.

Total fees include admin, fund & adviser fees.

*Tip: Look beyond low fees.
Your return after fees matters more.
We can help compare returns after all fees.

Offshore Investing Calculator

Modify Values: Standard or Advanced inputs.

1. Capital
2. Comparison
Complete your details to unlock all the features.
Return = 10%
Return - 1%
Return - 2%

Less return, lower outcome

Investment Term 10 yrs

How to use the calculator


Above the graph are Capital and Comparison. Below is a slider to adjust the term.

Capital shows your investment growth. Comparison shows how your return compares to lower-return scenarios: Modelled Return, Less 1% and Less 2%.

You can customise your plan using Standard Inputs and Advanced Inputs.

Standard Inputs let you set your age, contributions, total investment amount, currency and adjust the investment term with the slider.

Advanced Inputs let you adjust the Modelled Return. Change inflation (first value) and expected return (middle). The third shows the impact if returns drop (Less 1% or 2%).

Disclaimer

Projection is for illustration only. Results may vary.

For a more complete retirement analysis covering your goals, liquidity needs, tax and estate planning, contact us.

Details
Fee Savings
Calculator

Calculate Here

Details
Fee Savings
Calculator

Compare Total Fees

Industry Fee*

2.50%+

Average
Investonline Fee Options
Total fees include estimated administration, fund and adviser fees, based on Regulation 28. Active portfolios combine index and active funds. Tracker portfolios use index funds only.

1.50%

Active

0.98%

Tracker

Includes all fees, also known as the EAC.

Next
Fee based on your input and a Balanced Portfolio.
*Source: ASISA SA Retail Investor Fees Survey.
Details
Fee Savings
Calculator

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Fee Savings
Calculator

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Modify Values

  • 1. Standard Inputs

    Investment Term 10 yrs

  • 2. Advanced Inputs

    Modelled Returns
    Return = 10%
    6%
    +
    2%
    Return Less 1%
    6%
    +
    2%
    -
    1%
    Return Less 2%
    6%
    +
    2%
    -
    2%
  • Need Help? Explain My Results
  • Thank you! We'll be in touch soon.
Trusted Partners (Both active and index funds)Partners with Investonline
Members ofInvestonline member of
Next Webinar: 11 Nov 26Free Portfolio Review

Why choose an Offshore Investment Wrapper?

Three key benefits: Tax savings, simpler estate planning and global investment choice.

1. Tax Savings

Less admin, more tax certainty.

2. Estate Savings

A simpler wealth handover.

3. One Account

Access to global choice.

Why tax efficiency matters offshore
Offshore investment wrapper showing tax handled inside the wrapper, fixed tax rates and tax-free payouts.

Try the Calculator

Why a simpler estate structure matters
Offshore investment wrapper showing estate-planning benefits, including reduced foreign estate tax exposure and a simpler beneficiary handover.

Try the Calculator

Why one offshore account matters
Offshore investment wrapper showing one consolidated portfolio, global investment choice and a tiered fee structure.

Try the Calculator

Retirement Tax Planning for R10m+ Portfolios

How R10m+ investors can structure retirement income, investments and estates efficiently.

How to structure a R10m+ retirement portfolio in South Africa Watch Masterclass
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Let’s Talk Offshore

We offer a free consultation to assess your offshore finances and plan for retirement.

Get qualified, independent advice.
No obligation.

Book an Exploratory Call:

  • Retirement: Model your spending
  • Fees: Know exactly what you pay
  • Markets: Investment strategy
  • Taxation: Improve tax efficiency
  • Global: Direct offshore investing
  • Legacy: Wealth transfer
  • Analysis: Independent review


Sample Advanced One-page Summary
Financial and Retirement Planning

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Expert Guidance & Support

Clear, Tailored Guidance

  • Get a free comparison report
  • Products that suit you best
  • Simple, clear and jargon-free

Effortless Transitions

  • Easy, stress-free transfer process
  • We handle switches, start to finish
  • Investments remain safe & secure

Personalised Support

  • Get real help, available nationwide
  • No automated systems or waiting
  • Fast, responsive & reliable service

Our Financial Planners

Nick Stuart Geran Jannie Dirk Penelope Ewan Joshua Dylan

Request a 15-min introductory meeting

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Next Webinar

Financial Planning for the Global Family

Speakers → Nick Brummer & Stuart Dyer

11 Nov 26 11:00