PINELANDS FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Prudential
Sygnia
Northstar
Foord
Aims
BOE LIfe
Cadiz
FMI
Franklin Templeton
Nedgroup Investments
Prescient
PSG Group
RMB Fund Managers
Capital International
Standard Bank Group
TSA

A B.Com graduate with a Post-graduate Diploma in Financial Planning, Jonathan started his financial-planning career in 2012 under the wings of Debbie Netto-Jonker and Ian Beere – both winners of the prestigious FPI Financial Planner of the Year award. He went on to become accredited as a CERTIFIED FINANCIAL PLANNER® professional.

As a fully qualified, certified and experienced wealth manager, Jonathan empowers clients through education and coaching with the ultimate goal of enabling them to be in control of their own finances as Jonathan and client collaborate on putting a financial plan in place and then enjoying the satisfaction of seeing it work over time.  

We are a team of 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.

We have the distinction of being one of just 17 professional practices in the country approved by the Financial Planning Institute of South Africa (FPI).

Chairman Ian Beere and founder Debbie Netto-Jonker have been recognised for excellence by the financial planning industry. Netto Invest is one of only three out of the 17 FPI Approved Professional companies to ever win the award twice..