Netto Financial Services
Financial Planning South Africa

Donations Tax and Gift Advice | Netto Invest | Cape Town | South Africa

With donations tax in South Africa, giving away your money does not necessarily exempt you from tax. What is the threshhold? And what about giving investments as gifts?

Permalink -- click for full blog post "Donations Tax and Gift Advice | Netto Invest | Cape Town | South Africa"


Organ Donor Foundation FAQ | South Africa

Netto is supporting the Organ Donation Foundation as they raise awareness of how organ donation can help you make a positive impact on your world even in death. Here are some frequently asked questions...

Permalink -- click for full blog post "Organ Donor Foundation FAQ | South Africa"


Financial Planners | Cape Town | South Africa

Our close-knit team of Certified Financial Planner professionals is highly experienced. We have twice won Financial Planner of the Year SA, and use our CFP, CA(SA) and law qualifications to great effect.

Permalink -- click for full blog post "Financial Planners | Cape Town | South Africa"


Investment Strategy - Buy and Hold Still Works

Buy and hold is still the best stock market investment strategy.

Permalink -- click for full blog post "Investment Strategy - Buy and Hold Still Works"


Role of Executor - Executing an Estate is a Team Matter

Your spouse does NOT want the role of executor of your will. Here are the whys and wherefores of whom to appoint.

Permalink -- click for full blog post "Role of Executor - Executing an Estate is a Team Matter"


Saving for Retirement -- Time is of the Essence

Saving for Retirement -- most people will need a retirement income of more than three-quarters of their pre-retirement income to maintain their current standard of living after retiring.

Permalink -- click for full blog post "Saving for Retirement -- Time is of the Essence"


Low Interest Rates Force Retirees To Review Strategies

Low interest rates are good for the bond paying population. Not for the retiree. Portfolio diversification is Key

Permalink -- click for full blog post "Low Interest Rates Force Retirees To Review Strategies"


Marriage Financial Considerations - how will you handle the biggest deal-breaker?

When it comes to the wedding, marriage financial considerations often get obscured by a veil of confetti. But money and how you handle it is often the rockiest part of your relationship, no matter how long you have been together...

Permalink -- click for full blog post "Marriage Financial Considerations - how will you handle the biggest deal-breaker?"


Financial Planning for Beginners - Save Now for Later

Here is some essential advice on financial planning for beginners. Financial independence is possible if you start saving money early.

Permalink -- click for full blog post "Financial Planning for Beginners - Save Now for Later"


Spending and saving - financial discipline in volatile times

Balance spending and saving to ensure your retirement plans weather the financial storm.

Permalink -- click for full blog post "Spending and saving - financial discipline in volatile times"


Buying Investment Property - Anything but Passive

Before buying investment property, sharpen your pencil and keep your wits about you.

Permalink -- click for full blog post "Buying Investment Property - Anything but Passive"


Retrenchment in South Africa - Coping Strategy, Packages, Finances, Emotions

Are there rules about retrenchment in South Africa? What key principles should I use to turn this into a positive milestone in my life? What should I ask my Company / Employer?

Permalink -- click for full blog post "Retrenchment in South Africa - Coping Strategy, Packages, Finances, Emotions"


How to Cope with Retrenchment in South Africa - Financial Worries May Hit You Last...

Understanding the process is key to how to cope with retrenchment without falling apart. Strategise to come though it positively.

Permalink -- click for full blog post "How to Cope with Retrenchment in South Africa - Financial Worries May Hit You Last..."


Retrenchment Benefits in South Africa - Financial Considerations and Planning

Being retrenched is bad enough, but make sure you get your finances in order. A badly structured package of retrenchment benefits can cost you a lot in tax and retirement capital.

Permalink -- click for full blog post "Retrenchment Benefits in South Africa - Financial Considerations and Planning"


Surrendering Endowment Policies - Advice on the Issues in South Africa?

Are you considering surrendering endowment policies in South Africa? So was this reader. His question was referred to us by the financial press. If you also want to know the answer to this question, read on...

Permalink -- click for full blog post "Surrendering Endowment Policies - Advice on the Issues in South Africa?"


Client Service and Testimonials - Netto Financial Services -- Cape Town

Ongoing client service is essential for a successful financial planning experience. We take on the Call Centres so our clients don't have to!

Permalink -- click for full blog post "Client Service and Testimonials - Netto Financial Services -- Cape Town"


Financial Planning Article Index - Our Published Newspaper Articles - South Africa

Our financial planning article contributions are regularly published in the South African press. We include a copy of each financial planning article here so that you can benefit from them at leisure.

Permalink -- click for full blog post "Financial Planning Article Index - Our Published Newspaper Articles - South Africa"


Netto Financial Services -- Cape Town Financial Planner

Contact a Cape Town Financial Planner – Netto Financial Services

Permalink -- click for full blog post "Netto Financial Services -- Cape Town Financial Planner"


Certified Financial Advisor -- Debbie Netto Jonker -- Cape Town

Debbie Netto-Jonker, Netto Financial Services, Certified Financial Advisor

Permalink -- click for full blog post "Certified Financial Advisor -- Debbie Netto Jonker -- Cape Town"


Ian Beere and Morne Bezuidenhout on 567 Capetalk 19:00 Nov 4, 2009

On Nov 4th, 2009 at 19:00, Ian Beere and Morne Bezuidenhout will join 567 CapeTalks's Leigh Bennie on her regular weekly program "A Word on Personal Finance".

Tune in and listen to the show.

Better still, call in for answers to your own personal finance questions!


Netto Invest
contact details

Tel: 27 (0)21 530 1260
(SA callers) 0861 001 356

Fax: 27 (0)86 549 8419

Download directions to the office

Please Call Me!

Sign Up for Updates

Email

Name

Then

Don't worry -- your e-mail address is totally secure.
We will use it only to send you updates and will never share it with anyone else.

A recent satisfied client letter:


Winner Logo

Satisfied Clients

Des Kruger, a director of Mallinicks Tax Pty (Ltd) who has written numerous books on the subject of tax, is Netto Financial Services' first-ever client. He is also among those who encouraged Debbie to start a financial planning practice, her long-held dream.

"Debbie has a very emphatic approach to people and is very caring. That is the starting point," says Des, who leaves his financial affairs - from risk cover to retirement planning - in the hands of Netto Financial Services.
More feedback

University of Cape Town finance professor, Colin Firer says that he has appreciated the objectivity and structure Netto Financial Services has given to his personal finances.

"This is a very subjective area. I take the opportunity at our bi-annual reviews to bounce my thoughts off an objective practitioner."
More feedback




XML RSS
What is this?
Add to My Yahoo!
Add to My MSN
Add to Google

Telephone: 27 (0)21 530 1260 accessible worldwide (or SA callers only: 0861 001 356 )
Fax: 27 (0)86 549 8419

Netto Invest cc (CK 1989/018205/23)
is registered as an Authorised Financial Services Provider by the Financial Services Board, License No. 17699.

Members: Ian Beere CA (SA) CFP® , Debbie Netto Jonker CFP® .
Address: 301 Howard Terraces, cnr Forest and Howard Drive, Pinelands, 7405, Cape Town, South Africa
(Access via Lonsdale Way)
Postal Address: P.O.Box 38051, Pinelands, 7430, Cape Town, South Africa

Copyright© 2001-2012 financialplanningsouthafrica.com / netto.co.za