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Transfer Your Existing Living Annuity

If you have an existing living annuity account that you would like to consider transferring, kindly get one of our advisors to call you or email us at info@investonline.co.za.

We are happy to conduct a free analysis of your existing living annuity account to determine if we can save you money.

Reasons for transferring your Living Annuity are as follows:

Lower administration costs than your current provider
Best independent advice
A selection of the top-performing unit trusts in the industry
Your own dedicated portfolio manager

Welcome to Investonline

Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.

Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.

The Investonline Team

Our Service Offering

Financial Planning

Lifestyle financial planning tailor-made for you

Investment Management

Portfolio management, market updates and quarterly reviews

Offshore Investing

Offshore portfolio structuring and management

Estate Planning

Planning for your legacy and loved ones

Income Planning

Transitioning from employment income to retirement income

Tax Planning

Structuring your investments for optimal tax efficiency

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Digital Financial Planning With Us

At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.

Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.

Our Process

Discovery

Complete your details using Asset-Map.

Meeting

Meet with our team using Zoom, MS Teams or in person.

Implementation

Receive a full financial planning report, investment strategy and structure.

START HERE

Experience our Value-Add over the long term

Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.

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What our clients say

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The Best Investment Decision I ever Made

From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.

Mervyn Sparks

Understanding the Client's Needs

Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.

Lindsay Bassett

First time investor

As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.

Cobus Nolte

Thank you once again for your excellent service

Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance. We look forward to a long and mutual relationship with you and Investonline.

Richard & Claire, Knysna.

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Investonline Portfolio Performance

Actual 10-year performance annualised from Sept 2013 to Sept 2023

9.2% Aggressive 10 Yr Annualised

8.0% Moderate 10 Yr Annualised

7.2% Conservative 10 Yr Annualised

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Ethos

Integrity, a strong sense of responsibility, an emphasis on quality, discipline and teamwork inform Investonline’s ethos. It is only with these beliefs that we can offer a truly professional service that encompasses independent advice, denotes transparency and translates into fair fees.

Values

In our business, we place the highest value on Trust, Respect, Passion, Dedication, Performance, Research and Learning.

Culture

We work towards Investonline being a happy and productive workplace that benefits our clients. We encourage independence and accountability, best practice, reward achievement and work tirelessly to deliver client service that makes us proud.

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