Financial Planning South Africa

Netto
Financial Planning

Building wealth –
how we work together as a team

When it comes to building wealth over your lifetime we work with you and your investment portfolio managers, planning your investment strategy to achieve your lifetime goals.

This diagram shows the interaction between all the team members.

building wealth south africa

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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.
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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."
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Copyright© 2008 financialplanningsouthafrica.com.

Netto Financial Services (SA) 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: Old Mill Road, Pinelands, 7405, Cape Town, South Africa
Postal Address: P.O.Box 38758, Pinelands, 7430, Cape Town, South Africa
Telephone: 021 530 1260