At Investonline, we work together with our clients to create their personal financial plans.
Our financial planning process provides valuable visibility for your retirement lifestyle.
You will receive a summary of your household’s financial position.
You will be able to see how your current plan compares with improved financial plans in a video- or in-person meeting.
We review your current plan.
And establish how we can improve.
We will arrange a follow-up investment meeting where we discuss the following:
Our investment recommendations are tailored to:
In this year-end wrap, we review how local and offshore investment mar ...
Living Annuity investments can form an important part of your retireme ...
With interest rates more than doubling over the last two years, intere ...
Global bonds have been a topic of interest over the past year as they ...
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
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
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 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.
We’d like to hear from you.
Send an email, give us a call / video call or come see us in person.