The digital age of financial planning

Investonline continues to provide investors with new and innovative ways to manage their financial plan online and engage with our team of professional Client Portfolio Managers.

We have launched our new state-of-the-art financial planning tools and we help clients create their plans through telephone, video meetings and screen-sharing technology.

There are so many important aspects to managing your investments: having the right tax structure, estate plan, risk profile, investment strategy, enough liquidity, best administrator, personalised service and ongoing expert advice. This should all combine into a personalised financial plan that we can compile for you at Investonline.

Our 3-step digital financial planning process consists of the following: