CAPE TOWN FINANCIAL ADVISOR

MICHAEL MARE
 Michael Mare
Firm Netto Invest (Pty) Ltd
Suburb Cape Town
Address PO Box 38051, Pinelands, Cape Town, 7405
See Map
GPS -18.509056, 33.934477
FSP Licence 17699
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0215301260
Website www.netto.co.za
Qualifications
BCom (Financial Planning)
PGDip Financial Planning
Advanced Diploma Estate Trust Administration

CERTIFIED FINANCIAL PLANNER® (CFP®)
Fiduciary Practitioner of South Africa® (FPSA®)
SERVICES
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 Schemes

OTHER SERVICES

Tax-strategic planning | Portfolio monitoring and review | Risk management and advice | Employee benefits and group schemes | Business succession and continuity planning

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Sygnia | Prudential | Northstar | Foord | Aims | BOE Life | Cadiz | FMI | Franklin Templeton | M3 | Nedgroup Investments | Prescient | PSG Group | RMB Fund Managers | Capital International | Standard Bank Group | TSA

EXPERIENCE

I earned my BCom at NMU in Port Elizabeth before undertaking a postgraduate diploma in financial planning and an advanced diploma in estate administration. I went on to become accredited as a CERTIFIED FINANCIAL PLANNER® and a Fiduciary Practitioner of South Africa®.

ABOUT FIRM

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

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
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