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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.

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

Step 1 – Complete the financial questionnaire

We collect your financial information and compile a financial plan to ensure your investments and assets will fund your lifestyle goals. This includes establishing the most appropriate investment vehicles to minimise your tax liabilities and provide the necessary ongoing liquidity.

Step 2 – We will discuss the initial plan and different scenarios with you

Once we have defined the most appropriate structure for your investment accounts, we will proceed with an investment and asset allocation strategy that will be based on the risk that we deem necessary to achieve your investment goals.

Step 3 – We will implement the plan with the investment strategy best suited for you

We can then implement the investment strategy/financial plan and we will monitor and adjust your plan and investment strategy as need be. This will be a proactive relationship with you to discuss your objectives as they change, as well as our market strategies.

Please view our 54-second video below which further explains our process.

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