Investonline, Your Go-To Offshore Investing Calculator:

Offshore Calculator

Enter your Total Investment Amount:

  • Tracking your Capital
  • Different Currency Options
  • Standard and Advanced Inputs

Offshore Calculator unlocks advanced features to track capital.

*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

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.

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.

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

Enter details

See your fee savings on next

Confirm amount
Your info is secure. Read our POPIA Notice.
By submitting, you agree to communication.
Details
Fee Savings
Calculator

Enter OTP

Check your Mobile for OTP
(via SMS, may take a moment)

Your OTP was sent to If incorrect, go back

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

How this Calculator Works

Retirement Calculator Fee Savings
Enter your key retirement details, see the potential fee savings, then use the Offshore Calculator to test your total offshore savings and see the potential outcome.

Offshore Wealth Masterclass:

Learn the best way for South Africans to structure offshore wealth and long-term wealth preservation.

The Best Way to Structure Offshore Wealth for South Africans Watch Masterclass
Default image

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

Information

Share your details

Discovery

Discuss your situation

Get Your Report

Review the findings

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

Request a 15-min introductory meeting

Equites
Next Webinar

Tax-efficient Strategies for Retirement

Speakers → Stuart Dyer & Jannie Smit

15 Sep 26 11:00