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) |
Tel | 0215301260 |
Cel | 0215301260 |
Website | www.netto.co.za |
Qualifications | |
- B.Com - Advanced Diploma Estate Trust Administration - CERTIFIED FINANCIAL PLANNER® - Fiduciary Practitioner of South Africa® |
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
Sygnia |
Prudential |
Northstar |
Foord |
Aims |
BOE Life |
Cadiz |
FMI |
Franklin Templeton |
Nedgroup Investments |
Prescient |
PSG Group |
RMB Fund Managers |
Capital International |
Standard Bank Group |
TSA
I earned my B.Com at NMU in Port Elizabeth before undertaking a Post-graduate Diploma in Financial Planning and an Advanced Diploma in Estate Administration. I went on to become accredited as a CERTIFIED FINANCIAL PLANNER® professional and a Fiduciary Practitioner of South Africa®.
My goal is to help individual and business clients by offering insightful and effective financial planning that focuses on ensuring a sound financial future.
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 14 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 12 companies to ever win the FPI Financial Planner of the Year award and one of only 3 companies to win the it more than once.
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 |