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... もっと見る
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レビュアーのコメントを見てみましょう
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... もっと見る
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... もっと見る
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.
企業情報
当該企業による記述
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.
連絡先
Great Westerford Building, 240 Main Road, Newlands, 7700, Cape Town, 南アフリカ共和国
- +27 21 001 2323
- info@investonline.co.za
- investonline.co.za
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この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
They are good in whatever they do
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.
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.
Excellent service and timely feedback…
Excellent service and timely feedback and response.
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.
Pinky is amazing
So thorough and sweet, explains in layman's term so you understand.
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
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.
I visited the online site and applied
I visited the online site and applied. I then received a mail from Drik and he was very help full and all was sorted quick. All my questions was answered quickly to my satisfaction.
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.
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.
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.
Service is without doubt the best that…
Service is without doubt the best that you could ask for.
Most helpful and obliging always.
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
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.
My rating is based on my experience…
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 comfortable dealing with Jannie.
Have dealt with Geran for a coupe of…
Have dealt with Geran for a coupe of years. He has always been very helpful and advised us for our best interests.
Excellent service
Jannie does a great job by contacting me quarterly. I feel secure with my investment in the hands of Investonline. Thank you!
Stuart is always available
Stuart is always available, timeous with replies to queries via e-mails, will call in need and gives guidance and insight when requested.
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.
Very friendly and helpful with lots of…
Very friendly and helpful with lots of knowledge,was very happy with the service,thanks
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