|Firm||Netto Invest (Pty) Ltd|
PO Box 38051,
Cape Town 7405
|Languages||English, Afrikaans (in order of proficiency)|
PGDip Financial Planning
CERTIFIED FINANCIAL PLANNER®
|Life and Disability|
FOCUSRetirement, Investments, Estate and retirement planning, Business assurance, Offshore Investment, Group Schemes
Tax-strategic planning | Portfolio monitoring and review | Risk management and advice | Employee benefits and group schemes | Business succession and continuity planning
OTHER COMPANIES REPRESENTED
BOE LIfe |
Franklin Templeton |
Nedgroup Investments |
PSG Group |
RMB Fund Managers |
Capital International |
Standard Bank Group |
A BCom graduate with a postgraduate diploma in financial planning, I started my financial-planning career in 2012 under the wings of Debbie Netto-Jonker and Ian Beere – both winners of the prestigious Financial Planner of the Year award. I went on to become accredited as a CERTIFIED FINANCIAL PLANNER®.
I have a holistic approach to financial planning and a commitment to providing retirees, investors and families with well-researched, comprehensive and independent advice.
As a fully qualified, certified and experienced wealth manager, I will empower you through education and coaching with the ultimate goal of enabling you to be in control of your own finances as we collaborate on putting a financial plan in place and then enjoy the satisfaction of seeing it work over time.
We are a team of independent financial advisors, with all the appropriate experience and qualifications, that offer insightful and effective financial planning. Our goal is to maximise the probability of our clients achieving their financial goals.
Chairman Ian Beere, and Debbie Netto-Jonker, the founder of Netto Invest, have been recognised for excellence by the financial planning industry. Netto Invest is one of only 15 companies to ever win the award and one of only 3 companies to win the award more than once.Netto Invest has the distinction of being one of just 15 professional practices in the country approved by the Financial Planning Institute.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes