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| Firm | Netto Invest (Pty) Ltd |
| Suburb | Pinelands |
| Address |
Howard Terraces
Cnr Howard & Forest Drives
Pinelands
See Map |
| GPS | -18.509056, 33.934477 |
| FSP Licence | 17699 |
| Languages | English, Afrikaans (in order of proficiency) |
| Please use the Contact Button below | |
| Tel | 0215301260 |
| Website | https://netto.co.za/ |
| Qualifications | |
|
-B.Com -CERTIFIED FINANCIAL PLANNER® |
|
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Retirement, Investments, Estate and retirement planning, Business assurance, Offshore Investment, Group SchemesOTHER SERVICES
Tax-strategic planning | Portfolio monitoring and review | Risk management and advice | Employee benefits and group schemes | Business succession and continuity planning
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 highly qualified and experienced financial advisers, committed to delivering insightful and effective financial planning solutions. Our objective is to maximise the likelihood of our clients achieving their financial goals.
Two of our advisers have been honoured with the FPI Financial Planner of the Year™ award, making us one of only three FPI Approved Professional Practices to have received this prestigious award on two separate occasions.
OTHER LISTED MEMBERS OF THIS FIRM
| Minimum Levels of Premium/Investment accepted | Lump Sum: R1000000.00 Recurring monthly: R5000.00 |
| Remuneration | Salary |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 21 - 50 |
| Indemnity insurance | Insurance: yes Value: R20000000.00 |
