Welcome to Netto Invest — Financial Planning in South Africa

Investment and Financial Planning

South Africa has weathered many changes in the last 20 years. Many of them are obvious but others, such as the proliferation of laws in the financial services industry, are more subtle. They nevertheless have far-reaching implications for all of us.

As a South African financial planning practice for the last 25 years, Netto Invest has been at the coal face of the changes to best practice in our industry. In fact we have welcomed them, as many were long overdue.

The investment industry in South Africa needed cleaning up and the laws passed in recent years have forced the industry to be more professional and more transparent. That makes it a better place for ethical financial advisors, and a much safer place for investors as well.

So why this Financial Planning South Africa website?

Of course we are happy to showcase our investment planning practice. We’re proud to be one of the very few practices in the country to have been awarded the South African Financial Planner of the Year award twice in its history.

But it’s mostly about YOU, as someone who is actively engaging investment and particularly retirement planning.

Investment Planning and Financial Planning South Africa

  • It’s about helping you find answers you need while avoiding the undergrowth of the industry jargon.
  • It’s about providing you with relevant information to help you make the best financial and investment planning decisions you can make for your unique circumstances.
  • It’s about offering guidance for the times in your life when good financial planning is crucial, such as when you are on the brink of retiring, facing retrenchment or simply making career changes.
  • It’s about taking a long term, all-encompassing look at your lifestyle financial requirements and identifying how you can plan best for your retirement.

Make yourself at home and visit our financial planning article index. This site is intended to provide you with all the information you need for world-class financial planning, written from a South African viewpoint.

If you need the help of a qualified, (CFP®) professional financial advisor, contact us and we will be happy to set up an appointment with you.

Call us on Tel: + 27 (0)21 530 1260 OR (SA callers) 021 530 1260

CLICK TO DIAL l SA callers: 0861 001 356