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Veja o que dizem as avaliações

Avaliado com 4 de um total de 5 estrelas

I would like to thank the Investonline team for a stunning work they do. I was helped by Garen Niemand and Pinky. Gaten explained everything I needed to know. All the people who interacted with me wer... Ver mais

Avaliado com 4 de um total de 5 estrelas

My rating is based on my experience when communicating with Jannie or the team. So far Jannie has been very helpful with putting together an investment portfolio for both my wife I. I feel comfortab... Ver mais

Avaliado com 4 de um total de 5 estrelas

Service and information was prompt and honest. Usually one has to make certain commitments before getting a full report and breakdown sheet with recommendations on investment advice. Would recommend t... Ver mais

Avaliado com 2 de um total de 5 estrelas

They are good in whatever they do, with great customer services and very helpful via investment issues and withdrawals just contact them. I mean the WhatsApp contact.

Detalhes da empresa

  1. Empresa de Investimentos
  2. Planejamento Financeiro
  3. Serviços de Investimentos

Escrito pela empresa

Investonline launched in 2009 to provide independent investment advice at significantly lower fees than the industry average. 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. Our team of Client Portfolio Managers efficiently advise investors either in person or using video meeting technology such as Zoom. Our suite of services include investment management, financial planning, retirement planning, estate planning and offshore investing. We partner with financial institutions such as Allan Gray, Old Mutual Wealth, Ninety One and Coronation. Our offices are based in the south wing of the Great Westerford building in Newlands, Cape Town.


Informações de contato

3,4

Bom

O TrustScore é 3.5 de um total de 5

43 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Não respondeu a avaliações negativas

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Avaliado com 5 de um total de 5 estrelas

Best financial decision we ever made.

Moving our investments from various portfolios to Investonline was the best financial decision we ever made. This culminated in a comfortable retirement just 2 months ago. Thank you Jannie Smit, your invaluable guidance and ongoing advice has made retirement stress and worry free.

20 de setembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent service!!

Excellent service!!. We are receiving regular feedback and updates from Dirk and Melissa. Moving our portfolio from the current broker has been smooth and without any glitches.

13 de setembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Invest Online Experience

I responded to an online advertisement and my experience with the Invest Online Team was great. I received honest and open advice from Sam Bailey and during my transfer process I was informed of the progress all the way.

I had many questions about possible solutions and Sam provided timeous and satisfactory answers.

This was my best experience with a financial services advisory firm to date.

I can definetly recommend Invest Online

23 de agosto de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Awesome Service

I was very impressed with the speedy reply and action from Natasha after my request for the withdrawal - she did everything online and no paperwork or any action was needed from my side - thank you for the awesome service you have given me during my years of investment with Allan Gray, much appreciated.

21 de julho de 2022
Avaliação não solicitada
Avaliado com 4 de um total de 5 estrelas

Service and information was prompt and…

Service and information was prompt and honest. Usually one has to make certain commitments before getting a full report and breakdown sheet with recommendations on investment advice. Would recommend to include 'Investonline' for anyone looking for investment advice.

14 de julho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great customer service

My experience with Investonline via Freedom has been good. He called to find out my needs and provide information on the options available.
I found him to be professional and knowledgeable with regards to the products and services, also willing to assist with questions and concerns.
Overall, great experience.

14 de julho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

From the minute I started investing…

From the minute I started investing through Investonline 12 years ago I have only ever received first class service. Advice is clear and, to date, reaped rewards. All the consultants I have ever dealt with have been friendly, helpful and efficient. Requests are dealt with promptly and my most recent experience with Natasha has been excellent on all levels.

22 de junho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Financial adviser switch

I changed my financial adviser in the year of my retirement (although I continued to work on contract for another 16 months) and am very satisfied with the service I received (and still receives) from Investonline - I appreciate the respect and personal touch

12 de junho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Feedback on Financial Advisor

Stuart is knowledgeable and takes time to understand the client's individual financial situation and needs. He is reliable and follows up on actions as committed. He is able to answer questions and offer advice and suggestions for the client's consideration, but allows the client to be the decision maker.

11 de junho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Transparency in investing

The fact that Stuart contact us on a regular basis to discuss our investment portfolio is not only informative but also very comforting espescialy during this volatile market conditions worldwide. Service is excellent and latest investment strategies are well communicated and explained. Effective feedback and assistance when needed. Customer service is excellent and calls are answered immediately by a friendly, professional person .
The availability of professional's in the world of investing is just one click away. Clients are treated with respect no matter the size of one's portfolio.

8 de junho de 2022
Avaliação não solicitada

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