Our Services

Start Investing Smarter Today!

Providing you with holistic financial advice that will help you reach your financial goals.

With this service, you can connect with financial advisors virtually, through chat or video conferencing, to discuss your financial goals and receive personalized recommendations.

01

INVESTMENT AND WEALTH MANAGEMENT

Our goals and ambitions define our human experience, but we all require financial support to achieve them.

02

RETIREMENT PLANNING AND PENSION ADVICE

Retirement brings both joy and fear of financial insecurity, as we enjoy the fruits of our labor.

03

INSURANCE AND POLICY REVIEWS

OFA values your assets, as they represent your hard work and achievements, and we’re dedicated to protecting them.

04

ESTATE PLANNING AND NEW WILLS

Planning for the future is essential to ensure our family is taken care of after our passing.

Financial Advisors at your Convenience who provide

Transparency, Financial Planning, Transparency & Personalized Recommendations

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FAQs

An online financial advisor is a digital platform that offers financial planning and investment management services to clients through the internet. These services may include retirement planning, budgeting, investment recommendations, tax planning, and more.

Online financial advisors typically use advanced algorithms and technology to analyze clients’ financial data, goals, and risk tolerance to recommend investment portfolios and financial plans. Clients can access their accounts and monitor their investments online.

Some of the benefits of using an online financial advisor include convenience, lower fees compared to traditional advisors, personalized investment recommendations, and access to advanced technology.

Anyone who wants to manage their finances and investments more effectively can benefit from using an online financial advisor. This includes those who are just starting to invest, as well as more experienced investors who want to optimize their portfolios.

Yes, most online financial advisors use state-of-the-art security measures to protect clients’ personal and financial information. However, it’s always important to research the reputation and security features of any online financial advisor platform before signing up.

The cost of using an online financial advisor can vary depending on the platform and the services offered. Some platforms may charge a flat fee or a percentage of assets under management, while others may have tiered pricing based on the level of service.

Many online financial advisor platforms offer access to human advisors through phone, email, or chat. Some platforms may also offer in-person meetings with advisors for an additional fee.

To get started with an online financial advisor, you typically need to create an account, provide information about your financial goals and risk tolerance, and link your financial accounts. The platform will then generate personalized investment recommendations and financial plans based on your profile.

Your financial plans matter.

With our team of experienced advisors and cutting-edge technology, we’re here to help you achieve your financial goals and grow your wealth.

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Staff Members

Introducing digital processes that will provide ease of access to our clients.

Whether you’re a seasoned investor or just getting started, we’ll work with you to develop a customized investment strategy that aligns with your unique needs and objectives.

Providing our client with quality service and satisfaction to reach their financial goals.

Financial Planning

This service includes analyzing your current financial situation, identifying areas for improvement, and developing a plan to manage your income, expenses, investments, and taxes.

Digital Processes

This services may include services such as online payment processing, electronic invoicing, budgeting software, and financial reporting and analysis tools.

holistic advice

A comprehensive approach to financial planning taking into account all aspects of an your business’s financial situation, including your goals, values, and personal circumstances. 

security safety

This includes services such as insurance planning, emergency savings planning, and risk management strategies such as diversification of investments.

Online Financial Advisory

Get professional financial advice from the comfort of your own home with our online financial advisor platform. Start investing smarter today!

Contact Us

Email: info@onlinefa.co.za

Tel: 086 076 6903

Address

Location: Block A, Town Bush Office Park460 Town Bush Road, Montrose, Pietemaritzburg, 3201

Location: The Pavilion, Esplanade Road, Central Park, Century City, Cape Town, 7441

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