Investonline provides a complete range of financial solutions tailored to your unique goals and life stages. Our offerings are designed to help you build a secure, diversified portfolio, protect your assets, and ensure a lasting legacy.
Estate Planning (Protecting Your Legacy)
Secure your family’s future and ensure your assets are distributed according to your wishes. Our estate planning services minimize taxes and streamline asset distribution. A well-structured Will is key to preserving your legacy for future generations.
Financial Planning (Starting Point)
Build a personalized plan that aligns with your financial aspirations, including goal setting, budgeting, and custom investment strategies to guide your financial journey.
Retirement Planning (Any Age)
Create a structured, long-term retirement plan with strategies that include retirement calculators, tax efficiency, and secure foundations for future income.
Retirement Annuity (Any Age)
A tax-friendly way to grow retirement savings, offering benefits like flexible contributions and creditor protection to maximize your retirement wealth.
Preservation Fund (Changing Jobs)
Securely preserve your retirement savings when changing jobs, especially from a Provident Fund or Pension Fund. Preservation funds allow for a safe, tax-efficient transfer of funds with options for partial withdrawals.
Living Annuity (At Retirement)
A solution designed to generate sustainable retirement income while growing your investments. Transfer from a Retirement Annuity, Preservation Fund, Pension Fund, or Provident Fund to a living annuity that offers flexible income options and growth potential to protect against inflation.
Offshore Investing (Any Age)
Expand your portfolio by accessing global markets. Offshore investing provides a hedge against local market volatility and currency fluctuations, supporting a well-rounded investment strategy.
Unit Trusts (Any Life Stage)
Meet various financial goals with the flexibility of unit trusts, suitable for all life stages. They offer easy entry and exit, adapting as your financial needs evolve.
Insurance (Comprehensive Protection)
Protect yourself and your loved ones with comprehensive insurance solutions, including Life Cover, Disability Cover, Dread Disease Cover, and Income Protection. These options offer financial security and peace of mind, ensuring that you’re covered for life’s uncertainties.
Ready to Begin?
Take control of your financial future with Investonline’s tailored solutions. Contact us today, and let’s start building a secure, prosperous future together.
